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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
1901
Curi RMB Capital
Illinois
$252K -$10.2K -50 -4%
HI
1902
Hudock Inc
Pennsylvania
$250K -$41.9K -206 -15%
AP
1903
Appleton Partners
Massachusetts
$250K – – –
MA
1904
Mezzasalma Advisors
New Jersey
$250K – – –
BCMO
1905
Buckingham Capital Management (Ohio)
Ohio
$249K -$74.8K -368 -24%
EIP
1906
Ellis Investment Partners
Pennsylvania
$249K +$814 +4 +0.3%
EM
1907
ELCO Management
New York
$248K -$1.22K -6 -0.5%
AIM
1908
AMI Investment Management
Indiana
$248K – – –
BFO
1909
Biltmore Family Office
North Carolina
$248K +$235K +1,156 New
SF
1910
Symphony Financial
Texas
$248K +$236K +1,161 New
MMPW
1911
Mitchell McLeod Pugh & Williams
Alabama
$247K – – –
CCA
1912
Column Capital Advisors
Indiana
$247K +$152K +748 +185%
CWP
1913
CFM Wealth Partners
Texas
$246K – – –
CAL
1914
Capital Advisors Ltd
Ohio
$246K +$1.42K +7 +0.6%
MAM
1915
MMA Asset Management
Pennsylvania
$246K +$233K +1,147 New
PAI
1916
Pittenger & Anderson Inc
Nebraska
$245K +$160K +785 +219%
WBC
1917
West Branch Capital
Massachusetts
$244K -$33.4K -164 -13%
GPA
1918
Garrison Point Advisors
California
$244K – – –
HHGA
1919
Halbert Hargrove Global Advisors
California
$240K -$5.29K -26 -2%
ZF
1920
Zhang Financial
Michigan
$240K +$227K +1,118 New
CAM
1921
Cozad Asset Management
Illinois
$239K -$102K -500 -31%
GIA
1922
Goodwin Investment Advisory
Georgia
$239K -$2.44K -12 -1%
PFA
1923
Pathway Financial Advisors
Vermont
$239K +$240K +1,180 New
JC
1924
JB Capital
Connecticut
$239K -$14.4K -71 -6%
GWS
1925
Glassman Wealth Services
Virginia
$238K +$9.56K +47 +4%
75 76
77
78 79