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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1076
Woodline Partners
California
$1.06M -$1.47M -12,315 -56%
ZIG
1077
Zuckerman Investment Group
Illinois
$1.06M +$239K +2,000 +26%
PHK
1078
Point72 Hong Kong
Hong Kong
$1.06M +$1.15M +9,596 New
OC
1079
Oarsman Capital
Wisconsin
$1.04M +$1.04M +8,700 +1,089%
GWCM
1080
Godshalk Welsh Capital Management
Pennsylvania
$1.04M -$29.9K -250 -3%
PWP
1081
Precedent Wealth Partners
Texas
$1.04M +$342K +2,862 +43%
SAI
1082
Savvy Advisors Inc
New York
$1.04M +$823K +6,885 +265%
FWM
1083
ForthRight Wealth Management
Georgia
$1.04M -$4.18K -35 -0.4%
EFS
1084
Essex Financial Services
Connecticut
$1.04M +$312K +2,608 +38%
KWA
1085
Kondo Wealth Advisors
California
$1.03M -$63.4K -530 -5%
OWA
1086
Octavia Wealth Advisors
Ohio
$1.03M +$168K +1,402 +18%
VFA
1087
Voya Financial Advisors
Connecticut
$1.02M +$36.4K +304 +3%
PFM
1088
Potomac Fund Management
Florida
$1.02M +$133K +1,114 +12%
APIM
1089
Agate Pass Investment Management
Washington
$1.02M +$532K +4,450 +93%
PA
1090
Procyon Advisors
Connecticut
$1.02M -$45.7K -382 -4%
WCM
1091
Washburn Capital Management
Florida
$1.01M +$1.1M +9,220 New
CTC
1092
Central Trust Company
Missouri
$1.01M +$10.3K +86 +0.9%
GWM
1093
Geneos Wealth Management
Colorado
$1.01M +$46.3K +387 +4%
HFRG
1094
Houlihan Financial Resource Group
Virginia
$1M -$12K -100 -1%
CFCI
1095
Comprehensive Financial Consultants Institutional
Indiana
$997K +$190K +1,588 +21%
RA
1096
RFG Advisory
Alabama
$995K -$460K -3,847 -30%
MSS
1097
Mitchell Sinkler & Starr
Pennsylvania
$994K -$12K -100 -1%
PCG
1098
PFC Capital Group
California
$990K -$32.2K -269 -3%
CCFM
1099
Clear Creek Financial Management
Washington
$989K +$152K +1,271 +16%
LIM
1100
Loudon Investment Management
New Hampshire
$988K -$260K -2,171 -19%
42 43
44
45 46