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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
ABC
1226
Anchor Bay Capital
California
$601K +$596K +5,738 New
PCA
1227
Prosperity Capital Advisors
Ohio
$600K -$153K -1,470 -21%
SOS
1228
Silver Oak Securities
Tennessee
$599K +$7.8K +75 +1%
NFC
1229
Northstar Financial Companies
Pennsylvania
$598K +$217K +2,084 +60%
HFS
1230
Howard Financial Services
Texas
$598K +$162K +1,558 +39%
GCP
1231
GSA Capital Partners
United Kingdom
$595K +$575K +5,531 New
MDA
1232
Minot DeBlois Advisors
Massachusetts
$594K +$15.7K +151 +3%
JFG
1233
Jefferies Financial Group
New York
$594K +$575K +5,527 New
WMP
1234
Wealth Management Partners
Arizona
$593K -$123K -1,185 -18%
FNB
1235
Farmers National Bank
Kentucky
$592K -$76.3K -734 -12%
SW
1236
SteelPeak Wealth
California
$591K -$835K -8,034 -59%
KCM
1237
Kanawha Capital Management
Virginia
$587K – – –
SFGP
1238
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$587K +$2.29K +22 +0.4%
CAAS
1239
Capital Asset Advisory Services
Michigan
$585K +$565K +5,439 New
JIC
1240
Joel Isaacson & Co
New York
$585K +$104 +1 +0%
DE
1241
Diversified Enterprises
Delaware
$583K +$2.6K +25 +0.5%
PWP
1242
Principle Wealth Partners
Connecticut
$581K +$1.56K +15 +0.3%
LAM
1243
Lewis Asset Management
California
$580K +$130K +1,253 +30%
LA
1244
Legacy Advisors
Pennsylvania
$579K +$4.37K +42 +0.8%
KCM
1245
Kathmere Capital Management
Pennsylvania
$576K +$89.3K +859 +19%
DWS
1246
Discipline Wealth Solutions
South Carolina
$576K – – –
OFA
1247
Orographic Financial Advisors
Colorado
$575K +$47.3K +455 +9%
CWM
1248
Collaborative Wealth Management
Florida
$575K +$832 +8 +0.1%
RWC
1249
Rare Wolf Capital
Washington
$573K – – –
AIC
1250
Archer Investment Corporation
Indiana
$573K -$3.02K -29 -0.5%
48 49
50
51 52