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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
EGM
2301
Engineers Gate Manager
New York
– -$389K -2,237 Closed
AFM
2302
Andesa Financial Management
Pennsylvania
– -$378K -2,176 Closed
CAG
2303
Crestwood Advisors Group
Massachusetts
– -$369K -2,123 Closed
FI
2304
FIDELIS iM
Oregon
– -$348K -2,000 Closed
GH
2305
GAM Holding
Switzerland
– -$322K -1,854 Closed
GA
2306
Goldstein Advisors
Wisconsin
– -$321K -1,849 Closed
BFM
2307
Boothbay Fund Management
New York
– -$317K -1,826 Closed
IA
2308
Insight Advisors
Pennsylvania
– -$316K -1,804 Closed
DA
2309
Duality Advisers
Florida
– -$303K -1,743 Closed
CCM
2310
CAAS Capital Management
New York
– -$314K -1,710 Closed
OFS
2311
OneAscent Financial Services
Alabama
– -$290K -1,670 Closed
STB
2312
S&T Bank
Pennsylvania
– -$285K -1,639 Closed
OWM
2313
OneAscent Wealth Management
Alabama
– -$282K -1,621 Closed
GCP
2314
Garda Capital Partners
Minnesota
– -$282K -1,539 Closed
GWA
2315
GGM Wealth Advisors
Maryland
– -$273K -1,527 Closed
SW
2316
SteelPeak Wealth
California
– -$263K -1,512 Closed
PCMF
2317
Private Capital Management (Florida)
Florida
– -$257K -1,479 Closed
CII
2318
Capital International Inc
California
– -$234K -1,348 Closed
MM
2319
MQS Management
New York
– -$234K -1,347 Closed
ACM
2320
Argent Capital Management
Missouri
– -$233K -1,342 Closed
RWA
2321
Redmont Wealth Advisors
Illinois
– -$231K -1,327 Closed
FIB
2322
First Interstate Bank
Montana
– -$231K -1,325 Closed
RPG
2323
Resource Planning Group
Georgia
– -$224K -1,291 Closed
AP
2324
Appleton Partners
Massachusetts
– -$223K -1,282 Closed
HT
2325
Headlands Technologies
Illinois
– -$223K -1,282 Closed
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93
94 95