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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1126
Profund Advisors
Maryland
$778K +$29.9K +288 +4%
NFW
1127
Noble Family Wealth
Florida
$777K – – –
OBWG
1128
Onyx Bridge Wealth Group
New York
$773K +$17.7K +170 +2%
PCG
1129
Prosperity Consulting Group
Maryland
$772K +$126K +1,209 +20%
DIP
1130
Davis Investment Partners
North Carolina
$770K +$18.9K +182 +3%
TTWM
1131
TCV Trust & Wealth Management
Virginia
$766K +$6.96K +67 +0.9%
CCA
1132
Cora Capital Advisors
New Jersey
$765K +$23.1K +222 +3%
JFGIW
1133
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$762K +$59.1K +569 +9%
FFS
1134
Forge Financial Services
Oklahoma
$757K – – –
FWWM
1135
Fiscal Wisdom Wealth Management
Connecticut
$756K +$27.3K +263 +4%
CTA
1136
Colonial Trust Advisors
South Carolina
$755K -$12.6K -121 -2%
WPC
1137
White Pine Capital
Minnesota
$754K +$121K +1,167 +20%
CI
1138
Cigna Investments
Connecticut
$751K – – –
PWP
1139
Perfromance Wealth Partners
Illinois
$751K +$1.77K +17 +0.2%
WWM
1140
Walser Wealth Management
Florida
$749K +$150K +1,440 +26%
MSS
1141
Mitchell Sinkler & Starr
Pennsylvania
$748K +$3.53K +34 +0.5%
NS
1142
NBC Securities
Alabama
$744K +$9.56K +92 +1%
CAS
1143
Coppell Advisory Solutions
Texas
$742K +$781K +7,515 New
ISFAN
1144
Investor's Fiduciary Advisor Network
Washington
$741K -$195K -1,875 -21%
SAM
1145
Seelaus Asset Management
New Jersey
$740K +$243K +2,340 +52%
MG
1146
Marex Group
$738K -$224K -2,155 -24%
SFWA
1147
Summit Financial Wealth Advisors
Louisiana
$738K +$36.6K +352 +5%
AWA
1148
Acorn Wealth Advisors
Michigan
$737K -$23.8K -229 -3%
AMG
1149
Advisors Management Group
Wisconsin
$736K -$12.5K -120 -2%
SIP
1150
Stoneridge Investment Partners
Pennsylvania
$734K -$670K -6,441 -48%
44 45
46
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