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United Parcel Service
UPS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Avior Wealth Management
1501
Avior Wealth Management
Nebraska
USD 351 k -USD 31.1 k -299 -8%
LexAurum Advisors
1502
LexAurum Advisors
Kansas
USD 351 k -USD 16.2 k -156 -5%
GTS Securities
1503
GTS Securities
Florida
USD 350 k +USD 2.6 k +25 +0.8%
Stokes Capital Advisors
1504
Stokes Capital Advisors
South Carolina
USD 349 k +USD 112 k +1,075 +49%
Spurstone Advisory Services
1505
Spurstone Advisory Services
Connecticut
USD 349 k -USD 53 k -510 -14%
Financial Engines Advisors
1506
Financial Engines Advisors
California
USD 348 k +USD 2.7 k +26 +0.8%
WA1
1507
Wimmer Associates 1
California
USD 348 k – – –
Beacon Financial Advisory
1508
Beacon Financial Advisory
Ohio
USD 346 k -USD 154 k -1,481 -32%
EntryPoint Capital
1509
EntryPoint Capital
New York
USD 346 k +USD 334 k +3,215 Nuevas
WealthTrak Capital Management
1510
WealthTrak Capital Management
Virginia
USD 344 k – – –
AAA
1511
American Alpha Advisors
New York
USD 344 k +USD 14.7 k +141 +5%
Advocate Investing Services
1512
Advocate Investing Services
Maryland
USD 343 k +USD 135 k +1,301 +69%
Harbour Capital Advisors
1513
Harbour Capital Advisors
Virginia
USD 342 k – – –
Allegiance Financial Group Advisory Services
1514
Allegiance Financial Group Advisory Services
Virginia
USD 341 k -USD 23.3 k -224 -7%
Eagle Harbor Asset Management
1515
Eagle Harbor Asset Management
Washington
USD 341 k – – –
Secured Retirement Advisors
1516
Secured Retirement Advisors
Minnesota
USD 341 k -USD 88.2 k -848 -21%
Voleon Capital Management
1517
Voleon Capital Management
California
USD 341 k -USD 1.78 M -17,106 -84%
Rooted Wealth Advisors
1518
Rooted Wealth Advisors
Illinois
USD 340 k +USD 3.22 k +31 +1%
Elevated Capital Advisors
1519
Elevated Capital Advisors
Utah
USD 340 k -USD 238 k -2,288 -42%
SEP
1520
Southland Equity Partners
Missouri
USD 340 k +USD 12.1 k +116 +4%
Martingale Asset Management
1521
Martingale Asset Management
Massachusetts
USD 340 k -USD 664 k -6,390 -67%
Successful Portfolios
1522
Successful Portfolios
Florida
USD 340 k -USD 2.18 k -21 -0.7%
XTX Topco
1523
XTX Topco
Cayman Islands
USD 340 k +USD 31.6 k +304 +11%
ClearBridge Investments
1524
ClearBridge Investments
New York
USD 339 k +USD 6.24 k +60 +2%
Chas P. Smith & Associates (CPS)
1525
Chas P. Smith & Associates (CPS)
Florida
USD 339 k -USD 9.9 k -95 -3%
59 60
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