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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1076
Forefront Wealth Management
Pennsylvania
$1.44M -$11.7K -64 -0.8%
CW
1077
CreativeOne Wealth
Kansas
$1.44M +$87.5K +480 +6%
AWA
1078
Amplius Wealth Advisors
Pennsylvania
$1.44M -$13.5K -74 -0.9%
MYIA
1079
Mount Yale Investment Advisors
Colorado
$1.44M +$4.38K +24 +0.3%
APP
1080
Avantax Planning Partners
Iowa
$1.44M +$258K +1,413 +22%
FPAS
1081
Focus Partners Advisor Solutions
Missouri
$1.43M +$989K +5,424 +224%
WI
1082
Wahed Invest
New York
$1.43M -$128K -701 -8%
CWS
1083
Confluence Wealth Services
Pennsylvania
$1.43M +$318K +1,742 +33%
RIA
1084
Realta Investment Advisors
Delaware
$1.43M +$105K +576 +8%
BC
1085
Burleson & Co
California
$1.43M +$182 +1 +0%
CAG
1086
Csenge Advisory Group
Florida
$1.43M +$63.5K +348 +5%
DBRC
1087
D.B. Root & Company
Pennsylvania
$1.43M +$71.1K +390 +5%
SFG
1088
SevenBridge Financial Group
Pennsylvania
$1.42M +$8.57K +47 +0.6%
DPIM
1089
Duff & Phelps Investment Management
Illinois
$1.42M – – –
HH
1090
Hilltop Holdings
Texas
$1.41M +$365 +2 +0%
CC
1091
Constitution Capital
Connecticut
$1.4M -$4.56K -25 -0.3%
PA
1092
Procyon Advisors
Connecticut
$1.4M +$447K +2,452 +47%
GPFA
1093
Game Plan Financial Advisors
Ohio
$1.4M +$5.11K +28 +0.4%
WWM
1094
WT Wealth Management
Arizona
$1.39M -$148K -812 -10%
WJWM
1095
Williams Jones Wealth Management
New York
$1.39M -$374K -2,053 -21%
AAS
1096
Annex Advisory Services
Wisconsin
$1.39M +$447K +2,450 +48%
BDF
1097
Balasa Dinverno & Foltz
$1.38M -$323K -1,771 -19%
IAIM
1098
International Assets Investment Management
Florida
$1.37M +$5.84K +32 +0.4%
FUBT
1099
First United Bank & Trust
Maryland
$1.36M -$24.6K -135 -2%
SF
1100
Summit Financial
New Jersey
$1.36M +$14K +77 +1%
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