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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
KWMG
1126
King Wealth Management Group
Florida
$751K – – –
NRS
1127
Neville Rodie & Shaw
New York
$747K -$32.9K -307 -4%
WFM
1128
Wolff Financial Management
Michigan
$745K +$751 +7 +0.1%
EIA
1129
Eldridge Investment Advisors
New Hampshire
$745K +$751 +7 +0.1%
CCMG
1130
Clark Capital Management Group
Pennsylvania
$741K -$15.6K -145 -2%
BAM
1131
Belpointe Asset Management
Nevada
$740K +$56.1K +523 +7%
AIM
1132
Access Investment Management
Georgia
$736K -$109K -1,020 -12%
TAFW
1133
Tred Avon Family Wealth
Maryland
$731K +$54.5K +508 +7%
TPCW
1134
TD Private Client Wealth
New York
$730K +$220K +2,055 +38%
CS
1135
Clear Street
New York
$729K +$154K +1,437 +24%
TWPM
1136
Total Wealth Planning & Management
Florida
$727K +$107K +1,002 +16%
SMA
1137
Sage Mountain Advisors
Georgia
$726K -$80.2K -748 -9%
GCM
1138
Gunpowder Capital Management
Maryland
$723K -$46.4K -433 -6%
CG
1139
Corundum Group
Colorado
$723K +$788K +7,347 New
DS
1140
DRW Securities
Illinois
$718K +$784K +7,314 New
NFW
1141
Noble Family Wealth
Florida
$711K -$13.9K -130 -2%
PF
1142
Phoenix Financial
Israel
$708K +$138K +1,290 +22%
CC
1143
Corsicana & Co
Texas
$706K +$418K +3,901 +155%
ST
1144
Smithfield Trust
Pennsylvania
$705K +$558K +5,200 +266%
PWMAG
1145
Pinnacle Wealth Management Advisory Group
New Jersey
$703K -$31.7K -296 -4%
CTA
1146
Colonial Trust Advisors
South Carolina
$702K -$60.4K -563 -7%
SC
1147
Syon Capital
California
$702K +$74.9K +698 +11%
CSC
1148
Caldwell Sutter Capital
California
$701K +$37.2K +347 +5%
TDB
1149
Thompson David Blair
$700K +$763K +7,113 New
AWA
1150
Acorn Wealth Advisors
Michigan
$697K -$5.04K -47 -0.7%
44 45
46
47 48