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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
1951
Quadrant Private Wealth Management
Pennsylvania
$209K – – –
CAM
1952
Clark Asset Management
New Hampshire
$209K -$15.2K -100 -7%
WAG
1953
Wallace Advisory Group
California
$209K -$265K -1,744 -57%
EFG
1954
Embree Financial Group
Illinois
$209K -$6.99K -46 -3%
MAP
1955
Moody Aldrich Partners
Massachusetts
$209K +$214K +1,405 New
HWM
1956
HFR Wealth Management
New York
$208K -$30.4K -200 -13%
FSA
1957
Fort Sheridan Advisors
Illinois
$208K – – –
GAB
1958
German American Bancorp
Indiana
$208K – – –
LFA
1959
Level Financial Advisors
New York
$208K – – –
PR
1960
Payden & Rygel
California
$208K – – –
PRIG
1961
Payden & Rygel Investment Group
California
$208K +$213K +1,400 New
QC
1962
Quent Capital
New York
$208K +$19.6K +129 +10%
CW
1963
CIC Wealth
Maryland
$207K -$11.1K -73 -5%
RA
1964
Ransom Advisory
Rhode Island
$206K +$211K +1,387 New
TCOK
1965
Trust Company of Kansas
Kansas
$206K – – –
GCA
1966
Greenwood Capital Associates
South Carolina
$205K +$1.98K +13 +0.9%
TFA
1967
Trinity Financial Advisors
Ohio
$205K -$10.3K -68 -5%
BA
1968
Bluesphere Advisors
Pennsylvania
$204K -$1.06K -7 -0.5%
CST
1969
Charles Schwab Trust
Nevada
$204K +$304 +2 +0.1%
SL
1970
Salomon & Ludwin
Virginia
$203K -$45.6K -300 -18%
IC
1971
Inscription Capital
Texas
$202K +$207K +1,360 New
OA
1972
Oracle Alpha
Ontario, Canada
$202K -$190K -1,252 -48%
FL
1973
Fort LP
Maryland
$201K -$42.6K -280 -17%
ROTUOC
1974
Regents of the University of California
California
$201K – – –
IWP
1975
Invenio Wealth Partners
Florida
$201K +$205K +1,349 New
77 78
79
80 81