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UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1226
Waddell & Associates
Tennessee
$595K +$561K +5,994 New
CS
1227
Clear Street
New York
$592K +$559K +5,971 New
DM
1228
Diversified Management
Wisconsin
$590K +$557K +5,950 New
HL
1229
HeadInvest LLC
Maine
$588K -$52.8K -565 -9%
EW
1230
Evoke Wealth
California
$586K +$269K +2,881 +95%
PF
1231
Phoenix Financial
Israel
$586K +$97.5K +1,042 +21%
XT
1232
XTX Topco
Cayman Islands
$586K -$1.24M -13,223 -69%
MA
1233
MCF Advisors
Kentucky
$583K +$485K +5,186 +754%
FWM
1234
Forteris Wealth Management
New York
$582K +$549K +5,866 New
NSAM
1235
North Star Asset Management
Wisconsin
$581K -$23.4K -250 -4%
BIA
1236
Bigelow Investment Advisors
Maine
$577K -$64.7K -692 -11%
TCA
1237
Transcend Capital Advisors
New Jersey
$576K +$234K +2,505 +76%
LFA
1238
Legacy Financial Advisors
Kentucky
$575K +$36.8K +393 +7%
AOWM
1239
Alpha Omega Wealth Management
Virginia
$574K -$24.8K -265 -4%
HA
1240
Herold Advisors
New York
$574K +$77.9K +833 +17%
JSW
1241
Journey Strategic Wealth
New Jersey
$574K +$541K +5,784 New
HTIM
1242
Harbour Trust & Investment Management
Indiana
$573K -$45.6K -488 -8%
SFS
1243
Sharp Financial Services
Pennsylvania
$573K -$276K -2,950 -34%
NFG
1244
Nations Financial Group
Iowa
$568K +$184K +1,968 +52%
DMBA
1245
Deseret Mutual Benefit Administrators
Utah
$567K +$36K +385 +7%
JBC
1246
Jefferson Bridge Capital
Tennessee
$564K +$532K +5,685 New
IAG
1247
Ipsen Advisor Group
Arkansas
$562K +$8.89K +95 +2%
JIC
1248
Joel Isaacson & Co
New York
$560K -$93.2K -996 -15%
4WM
1249
49 Wealth Management
Texas
$560K +$528K +5,642 New
SL
1250
Sentinus LLC
Illinois
$558K +$228K +2,437 +76%
48 49
50
51 52