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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1926
Bellevue Asset Management
Washington
$158K +$143 +1 +0.1%
ADL
1927
Asset Dedication LLC
California
$156K +$22.6K +158 +16%
USB
1928
Union Savings Bank
Connecticut
$156K – – –
CA
1929
Crewe Advisors
Utah
$152K -$80.9K -565 -34%
WBC
1930
West Branch Capital
Massachusetts
$150K +$27.3K +191 +21%
MHR
1931
Matthew Hamilton Rosenberg
$149K -$24.9K -174 -14%
CAM
1932
Creekmur Asset Management
Illinois
$148K -$141K -983 -48%
C
1933
Covestor
United Kingdom
$146K -$7.3K -51 -5%
CAL
1934
Capital Advisors Ltd
Ohio
$143K -$9.45K -66 -6%
CB
1935
Chris Bulman
California
$142K +$149K +1,041 New
AF
1936
Aviso Financial
Ontario, Canada
$140K +$146K +1,020 New
YDMI
1937
Y.D. More Investments
Israel
$139K +$82K +573 +130%
PCWA
1938
Pacific Capital Wealth Advisors
California
$138K – – –
PMFA
1939
Plante Moran Financial Advisors
Michigan
$137K -$7.16K -50 -5%
FPB
1940
First PREMIER Bank
South Dakota
$136K -$21.3K -149 -13%
HBW
1941
Hazlett, Burt & Watson
West Virginia
$135K -$5.01K -35 -3%
KFI
1942
Key Financial Inc
Pennsylvania
$134K – – –
DCM
1943
Davis Capital Management
Florida
$131K – – –
CWM
1944
CarsonAllaria Wealth Management
Illinois
$130K -$2.43K -17 -2%
SIM
1945
Sentry Investment Management
Wisconsin
$130K -$196K -1,372 -59%
UWS
1946
Unique Wealth Strategies
Illinois
$129K +$124K +868 New
MG
1947
MilWealth Group
Wisconsin
$125K – – –
RFG
1948
RFP Financial Group
Georgia
$123K +$57.3K +400 +80%
ACA
1949
American Capital Advisory
Idaho
$122K – – –
MCM
1950
MV Capital Management
Maryland
$119K -$14.7K -103 -11%
76 77
78
79 80