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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
2051
SSI Investment Management
California
$203K -$49.5K -270 -20%
CB
2052
CNB Bank
Pennsylvania
$203K +$41.1K +224 +27%
MCM
2053
MV Capital Management
Maryland
$203K +$20.5K +112 +12%
KA
2054
Kooman & Associates
Pennsylvania
$203K +$192K +1,046 New
DA
2055
Doliver Advisors
Texas
$203K +$192K +1,046 New
IFAM
2056
Institutional & Family Asset Management
Colorado
$202K +$18.5K +101 +11%
BOSSRA
2057
B.O.S.S. Retirement Advisors
Utah
$202K +$191K +1,040 New
GPA
2058
Garrison Point Advisors
California
$202K +$191K +1,040 New
IAP
2059
Indie Asset Partners
Indiana
$201K -$36.5K -199 -16%
WIP
2060
WealthCare Investment Partners
Rhode Island
$201K +$190K +1,036 New
MIA
2061
Milestone Investment Advisors
Wisconsin
$201K +$190K +1,034 New
BA
2062
Ballast Advisors
Minnesota
$200K +$189K +1,032 New
PMFA
2063
Plante Moran Financial Advisors
Michigan
$196K -$29.4K -160 -14%
MG
2064
MilWealth Group
Wisconsin
$192K – – –
SWA
2065
Sutton Wealth Advisors
Florida
$188K -$242K -1,319 -58%
ADL
2066
Asset Dedication LLC
California
$187K -$1.1K -6 -0.6%
EBA
2067
Eagle Bay Advisors
New York
$186K -$18.9K -103 -10%
WIM
2068
Westside Investment Management
California
$184K – – –
AIP
2069
Ahrens Investment Partners
Louisiana
$180K +$170K +929 New
PAM
2070
Paradigm Asset Management
New York
$179K -$9.17K -50 -5%
TFA
2071
Toth Financial Advisory
Virginia
$178K +$27.9K +152 +20%
BCMLT
2072
Beacon Capital Management LLC (Tennessee)
Tennessee
$178K – – –
PH
2073
Pinnacle Holdings
Oklahoma
$176K +$2.75K +15 +2%
TWP
2074
TFO Wealth Partners
Ohio
$169K +$159K +867 +43,350%
LF
2075
Lee Financial
Texas
$168K +$6.42K +35 +4%
81 82
83
84 85