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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
901
Silvercrest Asset Management
New York
$2.14M -$512K -3,367 -19%
TWM
902
Tradition Wealth Management
Minnesota
$2.13M -$54.6K -359 -2%
ASI
903
Advisory Services & Investments
Oregon
$2.13M – – –
RIM
904
Redwood Investment Management
Arizona
$2.13M -$144K -946 -6%
XT
905
XTX Topco
Cayman Islands
$2.12M +$2.17M +14,271 New
WI
906
Wahed Invest
New York
$2.11M +$274K +1,803 +15%
MC
907
Moors & Cabot
Massachusetts
$2.1M +$94.5K +622 +5%
MCM
908
Mill Capital Management
North Carolina
$2.1M -$60.8K -400 -3%
SPC
909
Sigma Planning Corp
Michigan
$2.1M +$1.16M +7,603 +117%
VWWMG
910
Vermillion & White Wealth Management Group
Pennsylvania
$2.09M +$544K +3,581 +34%
RPC
911
Rossmore Private Capital
Connecticut
$2.09M +$304 +2 +0%
GF
912
Gries Financial
Ohio
$2.09M +$19.2K +126 +0.9%
HWAM
913
Hennion & Walsh Asset Management
New Jersey
$2.08M -$40.7K -268 -2%
CWMU
914
Caliber Wealth Management (Utah)
Utah
$2.07M +$133K +873 +7%
VWMG
915
Virginia Wealth Management Group
Virginia
$2.06M +$117K +770 +6%
SIP
916
Stoneridge Investment Partners
Pennsylvania
$2.06M -$30.4K -200 -1%
CRA
917
Clear Rock Advisors
Texas
$2.06M +$50.6K +333 +2%
C
918
Certuity
Florida
$2.06M -$138K -906 -6%
CIM
919
Corbyn Investment Management
Maryland
$2.05M -$10.6K -70 -0.5%
HGWM
920
Horst & Graben Wealth Management
Oregon
$2.04M -$17.3K -114 -0.8%
GVAG
921
Great Valley Advisor Group
Delaware
$2.03M -$3.75M -24,686 -64%
LWA
922
Lineweaver Wealth Advisors
Ohio
$2.03M +$231K +1,519 +13%
WFPG
923
Waller Financial Planning Group
Ohio
$2.02M – – –
CFG
924
Citizens Financial Group
Rhode Island
$2.01M -$4.81M -31,630 -70%
MWM
925
Mission Wealth Management
California
$2.01M +$2.89K +19 +0.1%
35 36
37
38 39