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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
FMAEN1
1051
Fund Management at Engine No 1
California
$1.72M +$150K +817 +10%
CT
1052
Chicago Trust
Illinois
$1.72M -$313K -1,708 -16%
CG
1053
Corundum Group
Colorado
$1.71M +$428K +2,331 +36%
PIA
1054
Petredis Investment Advisors
Pennsylvania
$1.71M -$23.5K -128 -1%
PGIM
1055
Pacific Global Investment Management
California
$1.71M -$33.6K -183 -2%
LFAS
1056
Level Four Advisory Services
Texas
$1.71M +$621K +3,385 +63%
RCIM
1057
Red Cedar Investment Management
Michigan
$1.7M +$1.11M +6,067 +226%
RFM
1058
Royal Fund Management
Florida
$1.69M +$270K +1,473 +20%
ICM
1059
IMS Capital Management
Oregon
$1.68M +$550 +3 +0%
FHA
1060
First Horizon Advisors
Tennessee
$1.67M -$86.4K -471 -5%
ACL
1061
Applied Capital LLC
Florida
$1.67M -$54.7K -298 -3%
LWA
1062
Lineweaver Wealth Advisors
Ohio
$1.66M +$109K +596 +7%
IFG
1063
Independent Financial Group
California
$1.65M +$61.3K +334 +4%
CWM
1064
Cornerstone Wealth Management
Missouri
$1.65M +$1.56M +8,514 New
TTWM
1065
TCV Trust & Wealth Management
Virginia
$1.65M +$113K +618 +8%
SIA
1066
Schechter Investment Advisors
Michigan
$1.64M -$156K -853 -9%
WWM
1067
Wolff Wiese Magana
California
$1.64M +$21.8K +119 +1%
PA
1068
Paralel Advisors
Colorado
$1.64M +$40.7K +222 +3%
FBT
1069
First Bank & Trust
South Dakota
$1.63M +$681K +3,710 +79%
BS
1070
Banco Santander
Spain
$1.63M +$1.54M +8,421 New
GC
1071
Gratus Capital
Georgia
$1.63M -$125K -684 -8%
PVI
1072
Pine Valley Investments
New Jersey
$1.63M +$1.74M +9,493 New
AFG
1073
AFS Financial Group
Maryland
$1.63M +$734 +4 +0%
GF
1074
Gries Financial
Ohio
$1.62M -$158K -859 -9%
BAM
1075
Belpointe Asset Management
Nevada
$1.61M -$233K -1,272 -13%
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