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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1926
Mezzasalma Advisors
New Jersey
$250K – – –
CFO
1927
CVA Family Office
Colorado
$249K +$57.4K +270 +30%
KAM
1928
Knightsbridge Asset Management
California
$248K +$246K +1,158 New
MWM
1929
Modera Wealth Management
New Jersey
$247K -$1.22M -5,746 -83%
AP
1930
Appleton Partners
Massachusetts
$247K -$3.4K -16 -1%
CWP
1931
CFM Wealth Partners
Texas
$247K – – –
PAI
1932
Pittenger & Anderson Inc
Nebraska
$247K +$2.34K +11 +1%
HI
1933
Hudock Inc
Pennsylvania
$246K -$3.83K -18 -2%
GAM
1934
Gould Asset Management
California
$246K +$243K +1,145 New
IWN
1935
Independent Wealth Network
Iowa
$246K +$244K +1,146 New
BAS
1936
Brown Advisory Securities
Maryland
$245K -$63.7K -300 -21%
CAL
1937
Capital Advisors Ltd
Ohio
$245K -$1.49K -7 -0.6%
WBC
1938
West Branch Capital
Massachusetts
$245K +$1.27K +6 +0.5%
SN
1939
Sittner & Nelson
Oregon
$245K +$25.5K +120 +12%
GPA
1940
Garrison Point Advisors
California
$244K – – –
AIM
1941
Avity Investment Management
Connecticut
$243K -$10.4K -49 -4%
SI
1942
Saxon Interests
Texas
$241K +$239K +1,124 New
WFA
1943
WMG Financial Advisors
Tennessee
$240K -$61K -287 -20%
BFC
1944
Bedel Financial Consulting
Indiana
$240K -$12.7K -60 -5%
JC
1945
JB Capital
Connecticut
$240K +$850 +4 +0.4%
GCP
1946
GSA Capital Partners
United Kingdom
$240K +$238K +1,119 New
TP
1947
Tranquility Partners
Tennessee
$239K +$31.2K +147 +15%
VC
1948
Veracity Capital
Georgia
$239K +$237K +1,115 New
PCWA
1949
Pacific Capital Wealth Advisors
California
$238K +$21.9K +103 +10%
KP
1950
Keel Point
Alabama
$237K -$19.3K -91 -8%
76 77
78
79 80