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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1126
Atom Investors
Texas
$754K +$822K +7,667 New
KWMG
1127
King Wealth Management Group
Florida
$751K – – –
NRS
1128
Neville Rodie & Shaw
New York
$747K -$32.9K -307 -4%
WFM
1129
Wolff Financial Management
Michigan
$745K +$751 +7 +0.1%
EIA
1130
Eldridge Investment Advisors
New Hampshire
$745K +$751 +7 +0.1%
CCMG
1131
Clark Capital Management Group
Pennsylvania
$741K -$15.6K -145 -2%
BAM
1132
Belpointe Asset Management
Nevada
$740K +$56.1K +523 +7%
AIM
1133
Access Investment Management
Georgia
$736K -$109K -1,020 -12%
TAFW
1134
Tred Avon Family Wealth
Maryland
$731K +$54.5K +508 +7%
TPCW
1135
TD Private Client Wealth
New York
$730K +$220K +2,055 +38%
CS
1136
Clear Street
New York
$729K +$154K +1,437 +24%
TWPM
1137
Total Wealth Planning & Management
Florida
$727K +$107K +1,002 +16%
SMA
1138
Sage Mountain Advisors
Georgia
$726K -$80.2K -748 -9%
GCM
1139
Gunpowder Capital Management
Maryland
$723K -$46.4K -433 -6%
CG
1140
Corundum Group
Colorado
$723K +$788K +7,347 New
DS
1141
DRW Securities
Illinois
$718K +$784K +7,314 New
NFW
1142
Noble Family Wealth
Florida
$711K -$13.9K -130 -2%
PF
1143
Phoenix Financial
Israel
$708K +$138K +1,290 +22%
CC
1144
Corsicana & Co
Texas
$706K +$418K +3,901 +155%
ST
1145
Smithfield Trust
Pennsylvania
$705K +$558K +5,200 +266%
PWMAG
1146
Pinnacle Wealth Management Advisory Group
New Jersey
$703K -$31.7K -296 -4%
CTA
1147
Colonial Trust Advisors
South Carolina
$702K -$60.4K -563 -7%
SC
1148
Syon Capital
California
$702K +$74.9K +698 +11%
CSC
1149
Caldwell Sutter Capital
California
$701K +$37.2K +347 +5%
TDB
1150
Thompson David Blair
$700K +$763K +7,113 New
44 45
46
47 48