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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1301
Icon Wealth Partners
Texas
$601K -$2.66M -15,733 -82%
PIM
1302
Perpetual Investment Management
Australia
$601K +$610K +3,616 New
BDWM
1303
Brewin Dolphin Wealth Management
Ireland
$599K -$45.6K -270 -7%
BC
1304
Burney Company
Virginia
$598K -$1.18K -7 -0.2%
BSB
1305
Bangor Savings Bank
Maine
$596K -$129K -767 -18%
AWMT
1306
AAFMAA Wealth Management & Trust
North Carolina
$596K +$598K +3,542 New
FLI
1307
Family Legacy Inc
South Carolina
$595K -$33.8K -200 -5%
DWM
1308
Defined Wealth Management
Oregon
$594K +$595K +3,525 New
ABTD
1309
Arvest Bank Trust Division
Oklahoma
$593K +$137K +810 +30%
TCMP
1310
Thrive Capital Management (Pennsylvania)
Pennsylvania
$591K +$592K +3,508 New
PFBT
1311
Parkside Financial Bank & Trust
Missouri
$590K +$99.9K +592 +20%
ML
1312
McAdam LLC
Pennsylvania
$587K +$21.1K +125 +4%
SC
1313
Savant Capital
Illinois
$586K -$24.3K -144 -4%
PIM
1314
Profit Investment Management
Maryland
$582K +$17.9K +106 +3%
KWMG
1315
King Wealth Management Group
Florida
$582K +$25.5K +151 +5%
HWA
1316
Heritage Wealth Advisors
Virginia
$581K +$6.92K +41 +1%
BDF
1317
Balasa Dinverno & Foltz
$579K +$206K +1,223 +55%
FMTC
1318
Farmers & Merchants Trust Company
California
$578K -$222K -1,318 -28%
AWA
1319
Arkadios Wealth Advisors
Georgia
$578K +$352K +2,087 +155%
RBC
1320
Roble Belko & Company
Pennsylvania
$577K – – –
TNAM
1321
Terra Nova Asset Management
New York
$577K +$579K +3,429 New
LFA
1322
Landmark Financial Advisors
Kentucky
$576K -$12.7K -75 -2%
MWM
1323
Maltin Wealth Management
New Jersey
$575K -$84.6K -501 -13%
IA
1324
IFG Advisors
Missouri
$575K +$3.38K +20 +0.6%
OPWM
1325
Oxinas Partners Wealth Management
Indiana
$575K +$577K +3,417 New
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