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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1201
Family Asset Management
South Carolina
$870K – – –
LCWP
1202
Legacy Capital Wealth Partners
Arkansas
$868K +$98.3K +749 +13%
PWAM
1203
Pinnacle West Asset Management
Wyoming
$867K +$93.2K +710 +13%
RIA
1204
Richwood Investment Advisors
Ohio
$867K +$639K +4,866 +327%
ESB
1205
Essex Savings Bank
Connecticut
$866K -$21.9K -167 -3%
MWM
1206
Modern Wealth Management
Kansas
$863K +$46.6K +355 +6%
HCM
1207
Howard Capital Management
Georgia
$863K +$831K +6,330 New
TFA
1208
Teamwork Financial Advisors
Texas
$855K +$823K +6,270 New
PF
1209
Phoenix Financial
Israel
$851K +$332K +2,529 +68%
TIA
1210
Trust Investment Advisors
Indiana
$851K -$49K -373 -6%
LAM
1211
Lakewood Asset Management
Illinois
$848K -$31K -236 -4%
APA
1212
Astoria Portfolio Advisors
New York
$842K +$174K +1,326 +27%
IB
1213
Intrust Bank
Kansas
$839K -$34.8K -265 -4%
CLA
1214
Carnegie Lake Advisors
New Jersey
$838K +$807K +6,150 New
TPA
1215
Trivium Point Advisory
Connecticut
$836K +$821K +6,253 New
RGC
1216
Roberts, Glore & Co
Illinois
$830K +$438K +3,338 +121%
SFG
1217
SevenBridge Financial Group
Pennsylvania
$828K -$3.02K -23 -0.4%
RIL
1218
Rothschild Investment LLC
Illinois
$828K -$52.5K -400 -6%
HCM
1219
Howland Capital Management
Massachusetts
$827K -$114K -872 -13%
DC
1220
DeDora Capital
California
$825K +$5.91K +45 +0.7%
AWM
1221
Affinity Wealth Management
Delaware
$824K – – –
CA
1222
Calton & Associates
Florida
$824K +$349K +2,659 +79%
TCM
1223
Tradewinds Capital Management
Washington
$823K +$131 +1 +0%
SIA
1224
Schechter Investment Advisors
Michigan
$819K -$279K -2,124 -26%
MYLI
1225
Meiji Yasuda Life Insurance
Japan
$819K -$8.06M -61,395 -91%
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