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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
1951
Quadrant Private Wealth Management
Pennsylvania
$221K +$5.9K +39 +3%
GAB
1952
German American Bancorp
Indiana
$220K -$9.68K -64 -4%
FSA
1953
Fort Sheridan Advisors
Illinois
$220K – – –
LFA
1954
Level Financial Advisors
New York
$220K – – –
PR
1955
Payden & Rygel
California
$220K -$9.65M -63,810 -98%
CCG
1956
Catalina Capital Group
California
$219K +$211K +1,394 New
WI
1957
Wintrust Investments
Illinois
$219K -$21.8K -144 -9%
PWP
1958
Perfromance Wealth Partners
Illinois
$219K +$1.81K +12 +0.9%
TCOK
1959
Trust Company of Kansas
Kansas
$218K -$6.05K -40 -3%
CIP
1960
Chartwell Investment Partners
Pennsylvania
$218K +$302 +2 +0.1%
ACP
1961
Aveo Capital Partners
Colorado
$218K +$209K +1,384 New
FC
1962
Fulcrum Capital
Washington
$217K +$209K +1,383 New
BA
1963
Bluesphere Advisors
Pennsylvania
$217K +$209K +1,381 New
SFG
1964
Sunburst Financial Group
Alabama
$217K -$32.5K -215 -13%
GCA
1965
Greenwood Capital Associates
South Carolina
$215K +$207K +1,369 New
CST
1966
Charles Schwab Trust
Nevada
$215K +$207K +1,369 New
LAS
1967
LWM Advisory Services
Florida
$215K – – –
FCA
1968
FinTrust Capital Advisors
South Carolina
$215K -$23.1K -153 -10%
ROTUOC
1969
Regents of the University of California
California
$212K – – –
BDFN
1970
Bond & Devick Financial Network
Minnesota
$211K +$203K +1,341 New
JSW
1971
Journey Strategic Wealth
New Jersey
$211K +$203K +1,340 New
SRC
1972
Shufro Rose & Co
New York
$210K – – –
NP
1973
Nilsine Partners
Colorado
$210K -$1.14M -7,571 -85%
BAM
1974
Bellevue Asset Management
Washington
$210K -$33.6K -222 -14%
OHWA
1975
Oak Hill Wealth Advisors
Virginia
$210K -$7.56K -50 -4%
77 78
79
80 81