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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAW
1301
Cornerstone Advisors (Washington)
Washington
$268K +$13.5K +130 +5%
RFN
1302
RDA Financial Network
Iowa
$266K +$16.1K +155 +6%
SWM
1303
Segment Wealth Management
Texas
$264K -$283K -2,729 -49%
GC
1304
Grace Capital
Massachusetts
$262K – – –
ZIC
1305
ZWJ Investment Counsel
Georgia
$261K -$27.8K -268 -9%
ED
1306
Exane Derivatives
France
$260K -$163K -1,578 -36%
DA
1307
Dillon & Associates
Michigan
$260K -$2.3M -22,190 -89%
TFO
1308
Tarbox Family Office
California
$260K +$8.29K +80 +3%
SW
1309
SteelPeak Wealth
California
$260K +$288K +2,784 New
TFA
1310
Teamwork Financial Advisors
Texas
$257K +$285K +2,751 New
MFG
1311
MidWestOne Financial Group
Iowa
$256K -$33.2K -320 -10%
CFS
1312
Cannon Financial Strategists
Georgia
$255K – – –
SG
1313
StoneX Group
New York
$255K -$94.3K -910 -25%
FMTC
1314
Farmers & Merchants Trust Company
California
$255K -$518 -5 -0.2%
FAM
1315
Formidable Asset Management
Ohio
$254K +$282K +2,717 New
BBA
1316
BLB&B Advisors
Pennsylvania
$252K -$582K -5,621 -68%
WBC
1317
West Branch Capital
Massachusetts
$252K -$20.1K -194 -7%
TCPWM
1318
Traverso Chambers Private Wealth Management
California
$252K -$8.91K -86 -3%
KLWA
1319
Kelly Lawrence W & Associates
California
$252K – – –
GHAM
1320
Gilman Hill Asset Management
Connecticut
$252K +$51.8K +500 +23%
VCP
1321
Verus Capital Partners
Arizona
$252K +$75.8K +732 +37%
MWM
1322
Mattern Wealth Management
Kansas
$251K +$279K +2,689 New
PWPS
1323
Pinnacle Wealth Planning Services
Ohio
$250K -$133K -1,279 -32%
RIM
1324
Regent Investment Management
Kentucky
$250K +$62.2K +600 +29%
AFP
1325
Ausdal Financial Partners
Iowa
$250K +$69.5K +671 +37%
51 52
53
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