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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
RDIA
2076
RE Dickinson Investment Advisors
Iowa
$107K +$102K +500 New
GAM
2077
Gemmer Asset Management
California
$106K – – –
GFPC
2078
Global Financial Private Client
Florida
$105K – – –
LFG
2079
Larson Financial Group
Missouri
$104K -$21.6K -106 -18%
CSWM
2080
Cassady Schiller Wealth Management
Ohio
$99K +$94.2K +463 New
EPM
2081
Equitec Proprietary Markets
Illinois
$99K +$94.2K +463 New
TSWM
2082
Tyler-Stone Wealth Management
Ohio
$98K +$92.5K +455 New
HDIM
2083
Hanson & Doremus Investment Management
Vermont
$97K – – –
FPFS
2084
First Personal Financial Services
North Carolina
$97K +$11K +54 +14%
PP
2085
PrairieView Partners
Minnesota
$96K +$60.4K +297 +198%
BCM
2086
Blume Capital Management
California
$94K – – –
AG
2087
AIA Group
Hong Kong
$90K -$526K -2,588 -86%
OSNBOA
2088
Old Second National Bank of Aurora
Illinois
$90K -$10.2K -50 -8%
TC
2089
Tacita Capital
Ontario, Canada
$90K -$3.05K -15 -3%
TFGT
2090
TS Financial Group (TSFG)
Illinois
$89K – – –
TCM
2091
TD Capital Management
Tennessee
$89K +$407 +2 +0.5%
MC
2092
Maverick Capital
Texas
$87K -$610 -3 -0.7%
FC
2093
Family CFO
California
$86K +$81.4K +400 New
FPWM
2094
FSB Premier Wealth Management
Iowa
$86K +$82.4K +405 New
FA
2095
Financial Advantage
Maryland
$85K – – –
CT
2096
Clearstead Trust
Maine
$83K – – –
EWM
2097
Edge Wealth Management
New York
$82K – – –
MIM
2098
Macroview Investment Management
Maryland
$82K – – –
LS
2099
Leelyn Smith
Illinois
$77K -$7.12K -35 -9%
COCM
2100
Charter Oak Capital Management
New Hampshire
$77K – – –
82 83
84
85 86