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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
1926
Clear Harbor Asset Management
Connecticut
$225K -$24K -139 -9%
CCFCSB
1927
Cape Cod Five Cents Savings Bank
Massachusetts
$224K +$249K +1,440 New
HIC
1928
Harvey Investment Company
Kentucky
$224K – – –
OPPS
1929
Obsidian Personal Planning Solutions
Maryland
$224K +$16.6K +96 +7%
MAP
1930
Moody Aldrich Partners
Massachusetts
$224K +$249K +1,442 New
APG
1931
Abacus Planning Group
South Carolina
$223K +$3.8K +22 +2%
BOPW
1932
Brandywine Oak Private Wealth
Pennsylvania
$223K -$3.63K -21 -1%
TCOK
1933
Trust Company of Kansas
Kansas
$222K -$41.4K -240 -14%
IP
1934
Investment Partners
Ohio
$222K +$1.9K +11 +0.8%
TLP
1935
Tri Locum Partners
New York
$222K +$246K +1,423 New
JAG
1936
Journey Advisory Group
Kentucky
$222K -$98K -568 -29%
TWA
1937
TCI Wealth Advisors
Arizona
$222K -$13.3K -77 -5%
OFS
1938
OneAscent Financial Services
Alabama
$221K +$245K +1,420 New
AA
1939
Aire Advisors
California
$221K -$24.5K -142 -9%
D
1940
Diversified
Delaware
$220K +$10.5K +61 +5%
EWM
1941
EPG Wealth Management
Georgia
$219K -$10.5K -61 -4%
CAM
1942
Clark Asset Management
New Hampshire
$219K +$243K +1,406 New
FMP
1943
Financial Management Professionals
Texas
$219K -$82.3K -477 -25%
FSA
1944
Fort Sheridan Advisors
Illinois
$218K -$43.2K -250 -15%
LFA
1945
Level Financial Advisors
New York
$218K – – –
BFC
1946
Bedel Financial Consulting
Indiana
$218K +$518 +3 +0.2%
LIA
1947
LBMC Investment Advisors
Tennessee
$218K +$5.7K +33 +2%
LAM
1948
Lifestyle Asset Management
Texas
$218K +$20.2K +117 +9%
CIP
1949
Chartwell Investment Partners
Pennsylvania
$216K -$32.6K -189 -12%
ESCM
1950
Echo Street Capital Management
New York
$216K +$239K +1,384 New
76 77
78
79 80