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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
JSSH
1051
J. Safra Sarasin Holding
$922K +$891K +8,574 New
GAMC
1052
Garner Asset Management Corp
Texas
$920K -$43.5K -418 -5%
RIA
1053
Regal Investment Advisors
Michigan
$919K +$30.8K +296 +4%
PT
1054
Plimoth Trust
Massachusetts
$916K -$13K -125 -1%
AWA
1055
Amplius Wealth Advisors
Pennsylvania
$915K -$26.6K -256 -3%
KWA
1056
Kondo Wealth Advisors
California
$914K +$2.18K +21 +0.2%
SSA
1057
Schonfeld Strategic Advisors
New York
$912K +$882K +8,483 New
LFG
1058
Larson Financial Group
Missouri
$910K +$32K +308 +4%
WANY
1059
Wealthspire Advisors (New York)
New York
$910K +$163K +1,572 +23%
CNBT
1060
Canandaigua National Bank & Trust
New York
$910K +$880K +8,461 New
SS
1061
SBI Securities
Japan
$906K -$83.1K -799 -9%
GFG
1062
Goldstone Financial Group
Illinois
$906K -$3.85K -37 -0.4%
NRC
1063
New Republic Capital
North Carolina
$905K +$455K +4,378 +108%
PF
1064
Phoenix Financial
Israel
$905K +$126K +1,213 +17%
MCA
1065
Millennium Capital Advisors
Arkansas
$904K -$118K -1,139 -12%
PCA
1066
Purkiss Capital Advisors
Connecticut
$899K +$48.5K +467 +6%
I
1067
InceptionR
California
$894K -$1.17M -11,277 -58%
WWM
1068
Western Wealth Management
Colorado
$893K -$197K -1,891 -19%
HI
1069
Harrington Investments
California
$885K -$7.8K -75 -0.9%
EBWM
1070
Eagle Bluffs Wealth Management
Missouri
$883K +$45.6K +439 +6%
KFGK
1071
Keystone Financial Group (Kentucky)
Kentucky
$883K -$135K -1,302 -14%
SFG
1072
Shum Financial Group
California
$880K -$8.63K -83 -1%
SIG
1073
Sky Investment Group
Connecticut
$879K -$293K -2,822 -26%
SAM
1074
Smartleaf Asset Management
Massachusetts
$877K – – –
FWIA
1075
Fort Washington Investment Advisors
Ohio
$875K -$5.41K -52 -0.6%
41 42
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