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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1926
Creekmur Asset Management
Illinois
$147K – – –
CWM
1927
CarsonAllaria Wealth Management
Illinois
$147K +$16.5K +126 +13%
BAM
1928
Bellevue Asset Management
Washington
$144K -$12.9K -98 -8%
MHR
1929
Matthew Hamilton Rosenberg
$142K -$7.62K -58 -5%
PCWA
1930
Pacific Capital Wealth Advisors
California
$140K +$2.76K +21 +2%
C
1931
Covestor
United Kingdom
$140K -$5.78K -44 -4%
AF
1932
Aviso Financial
Ontario, Canada
$139K – – –
PMFA
1933
Plante Moran Financial Advisors
Michigan
$136K – – –
DCM
1934
Davis Capital Management
Florida
$131K – – –
MG
1935
MilWealth Group
Wisconsin
$125K – – –
YDMI
1936
Y.D. More Investments
Israel
$124K -$13.9K -106 -10%
FPB
1937
First PREMIER Bank
South Dakota
$123K -$12.5K -95 -10%
KFI
1938
Key Financial Inc
Pennsylvania
$123K -$10.2K -78 -8%
MMG
1939
Monetary Management Group
Missouri
$122K +$19.7K +150 +20%
ADL
1940
Asset Dedication LLC
California
$120K -$34.3K -261 -23%
OC
1941
Oarsman Capital
Wisconsin
$118K +$114K +866 New
GPI
1942
General Partner Inc
Pennsylvania
$115K – – –
FPF
1943
First Pacific Financial
Washington
$115K +$131 +1 +0.1%
WIM
1944
Westside Investment Management
California
$114K -$2.63K -20 -2%
USB
1945
Union Savings Bank
Connecticut
$112K -$41K -312 -27%
TFIPS
1946
Towarzystwo Funduszy Inwestycyjnych PZU SA
$110K – – –
PWMA
1947
Pension & Wealth Management Advisors
Massachusetts
$110K +$37.5K +286 +55%
LI
1948
LRI Investments
Florida
$109K +$17.2K +131 +19%
MSFP
1949
Mark Sheptoff Financial Planning
Connecticut
$109K – – –
WB
1950
Webster Bank
Connecticut
$106K -$919 -7 -0.9%
76 77
78
79 80