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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1251
Freedom Investment Management
Connecticut
$984K -$356K -1,951 -27%
WFM
1252
Wolff Financial Management
Michigan
$981K +$912 +5 +0.1%
ACM
1253
Allred Capital Management
Texas
$972K -$21.2K -116 -2%
PFP
1254
Paragon Financial Partners
California
$972K +$730 +4 +0.1%
CFGS
1255
Concourse Financial Group Securities
Alabama
$971K +$301K +1,650 +45%
MSA
1256
Marino Stram & Associates
Massachusetts
$970K +$912 +5 +0.1%
BFO
1257
Boston Family Office
Massachusetts
$969K -$237K -1,300 -20%
CFS
1258
CRA Financial Services
New Jersey
$969K +$208K +1,138 +27%
XWM
1259
Xcel Wealth Management
Florida
$965K -$3.73M -20,450 -79%
ARC
1260
Advisor Resource Council
Texas
$960K +$959K +5,257 New
ZIC
1261
ZWJ Investment Counsel
Georgia
$959K +$39.6K +217 +4%
EWM
1262
Evermay Wealth Management
Virginia
$958K +$96.3K +528 +11%
AFS
1263
Axiom Financial Strategies
Indiana
$957K -$1.09K -6 -0.1%
ESB
1264
Essex Savings Bank
Connecticut
$956K +$187K +1,025 +24%
BWAM
1265
Boyd Watterson Asset Management
Ohio
$954K -$1.28K -7 -0.1%
V
1266
VeraBank
Texas
$952K +$24.3K +133 +3%
FWP
1267
FAS Wealth Partners
Kansas
$951K +$158K +868 +20%
SFS
1268
Solitude Financial Services
Virginia
$949K -$15.1K -83 -2%
SCM
1269
Shelton Capital Management
Colorado
$948K – – –
PFWA
1270
Paces Ferry Wealth Advisors
Georgia
$945K -$23.5K -129 -2%
DC
1271
DeDora Capital
California
$945K +$326K +1,789 +53%
TSWM
1272
Triangle Securities Wealth Management
North Carolina
$943K -$23.2K -127 -2%
AW
1273
Apricus Wealth
South Carolina
$943K +$43K +236 +5%
FMC
1274
First Merchants Corp
Indiana
$941K +$105K +578 +13%
LFA
1275
LifeGuide Financial Advisors
Pennsylvania
$939K – – –
49 50
51
52 53