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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1251
Kanawha Capital Management
Virginia
$552K – – –
CC
1252
Clearwave Capital
California
$550K +$519K +5,547 New
PWP
1253
Principle Wealth Partners
Connecticut
$545K +$4.4K +47 +0.9%
FFWM
1254
Future Financial Wealth Management
Ohio
$543K -$232K -2,475 -33%
CA
1255
Calton & Associates
Florida
$539K +$16.2K +173 +3%
DWM
1256
Darwin Wealth Management
Florida
$537K +$3.74K +40 +0.7%
SWM
1257
SeaCrest Wealth Management
New York
$536K -$26.4K -282 -5%
JWM
1258
Jessup Wealth Management
Ohio
$536K +$505K +5,400 New
SOS
1259
Silver Oak Securities
Tennessee
$535K -$132K -1,406 -21%
FMWA
1260
Forvis Mazars Wealth Advisors
Missouri
$535K -$6.27K -67 -1%
SQA
1261
Simon Quick Advisors
New Jersey
$534K +$21K +225 +4%
KMWM
1262
Keudell/Morrison Wealth Management
Oregon
$534K +$504K +5,386 New
TPCW
1263
TD Private Client Wealth
New York
$532K -$190K -2,031 -27%
FBT
1264
First Bankers Trust
Kentucky
$532K -$151K -1,616 -23%
DWS
1265
Discipline Wealth Solutions
South Carolina
$531K – – –
OC
1266
Opinicus Capital
Florida
$530K -$358K -3,832 -42%
HPC
1267
HM Payson & Co
Maine
$529K -$1.87K -20 -0.4%
AIC
1268
Archer Investment Corporation
Indiana
$528K -$19.4K -207 -4%
CC
1269
Carlson Capital
Texas
$526K -$327K -3,500 -40%
WF
1270
Womack Financial
Texas
$524K +$55K +588 +13%
BTI
1271
Blue Trust Inc
Georgia
$524K -$982K -10,500 -67%
JHC
1272
J. Hagan Capital
Kentucky
$522K +$281 +3 +0.1%
HFRG
1273
Houlihan Financial Resource Group
Virginia
$522K +$492K +5,263 New
GFA
1274
Gallagher Fiduciary Advisors
Illinois
$522K -$28.6K -306 -5%
IFWM
1275
Institute for Wealth Management
Colorado
$521K -$123K -1,320 -20%
49 50
51
52 53