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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
1051
Focus Financial Network
Minnesota
$548K +$27.7K +242 +6%
SCM
1052
Schnieders Capital Management
California
$540K – – –
HKAM
1053
Horizon Kinetics Asset Management
New York
$538K – – –
KCM
1054
Kanawha Capital Management
Virginia
$538K +$16K +140 +3%
GRP
1055
Global Retirement Partners
California
$534K +$85K +743 +20%
HFS
1056
Haverford Financial Services
Pennsylvania
$533K -$50.8K -444 -9%
OWA
1057
Outlook Wealth Advisors
Texas
$532K -$48.7K -426 -9%
VWA
1058
V Wealth Advisors
Kansas
$531K +$13.7K +120 +3%
CEP
1059
Chicago Equity Partners
Illinois
$530K +$505K +4,420 New
MPW
1060
MA Private Wealth
California
$529K -$98.2K -859 -16%
CRC
1061
Curi RMB Capital
Illinois
$526K -$73.2K -640 -13%
TA
1062
TFG Advisers
Michigan
$526K +$7.66K +67 +2%
SCI
1063
S&CO Inc
Massachusetts
$525K -$11.4K -100 -2%
TC
1064
Trust Company
Kansas
$523K +$96.6K +845 +24%
IAMOG
1065
Investors Asset Management of Georgia
Georgia
$518K -$77.2K -675 -14%
BO
1066
Bank OZK
Arkansas
$516K – – –
LWS
1067
Lucia Wealth Services
California
$515K -$58.9K -515 -11%
KFA
1068
Krane Funds Advisors
New York
$515K +$492K +4,300 New
TF
1069
TimeScale Financial
Massachusetts
$507K – – –
LCM
1070
Liberty Capital Management
Michigan
$504K -$51.1K -447 -10%
ISL
1071
Ingalls & Snyder LLC
New York
$503K -$23K -201 -5%
VC
1072
Vicus Capital
Pennsylvania
$501K -$20.6K -180 -4%
CWG
1073
Cornerstone Wealth Group
North Carolina
$498K -$17.3K -151 -4%
MFG
1074
MidWestOne Financial Group
Iowa
$488K +$31.2K +273 +7%
LFAS
1075
Level Four Advisory Services
Texas
$486K -$25.8K -226 -5%
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