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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1226
Kercheville Advisors
Texas
$595K +$79.4K +849 +18%
WA
1227
Waddell & Associates
Tennessee
$595K +$561K +5,994 New
CS
1228
Clear Street
New York
$592K +$559K +5,971 New
DM
1229
Diversified Management
Wisconsin
$590K +$557K +5,950 New
HL
1230
HeadInvest LLC
Maine
$588K -$52.8K -565 -9%
EW
1231
Evoke Wealth
California
$586K +$269K +2,881 +95%
PF
1232
Phoenix Financial
Israel
$586K +$97.5K +1,042 +21%
XT
1233
XTX Topco
Cayman Islands
$586K -$1.24M -13,223 -69%
MA
1234
MCF Advisors
Kentucky
$583K +$485K +5,186 +754%
FWM
1235
Forteris Wealth Management
New York
$582K +$549K +5,866 New
NSAM
1236
North Star Asset Management
Wisconsin
$581K -$23.4K -250 -4%
BIA
1237
Bigelow Investment Advisors
Maine
$577K -$64.7K -692 -11%
TCA
1238
Transcend Capital Advisors
New Jersey
$576K +$234K +2,505 +76%
LFA
1239
Legacy Financial Advisors
Kentucky
$575K +$36.8K +393 +7%
AOWM
1240
Alpha Omega Wealth Management
Virginia
$574K -$24.8K -265 -4%
HA
1241
Herold Advisors
New York
$574K +$77.9K +833 +17%
JSW
1242
Journey Strategic Wealth
New Jersey
$574K +$541K +5,784 New
HTIM
1243
Harbour Trust & Investment Management
Indiana
$573K -$45.6K -488 -8%
SFS
1244
Sharp Financial Services
Pennsylvania
$573K -$276K -2,950 -34%
NFG
1245
Nations Financial Group
Iowa
$568K +$184K +1,968 +52%
DMBA
1246
Deseret Mutual Benefit Administrators
Utah
$567K +$36K +385 +7%
JBC
1247
Jefferson Bridge Capital
Tennessee
$564K +$532K +5,685 New
IAG
1248
Ipsen Advisor Group
Arkansas
$562K +$8.89K +95 +2%
JIC
1249
Joel Isaacson & Co
New York
$560K -$93.2K -996 -15%
4WM
1250
49 Wealth Management
Texas
$560K +$528K +5,642 New
48 49
50
51 52