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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1301
Lindbrook Capital
California
$808K -$14.3K -94 -2%
TCA
1302
Transcend Capital Advisors
New Jersey
$807K +$292K +1,924 +55%
NAS
1303
Nicolet Advisory Services
Wisconsin
$805K +$46.4K +305 +6%
CT
1304
Chicago Trust
Illinois
$804K -$285K -1,873 -26%
BAM
1305
Berkshire Asset Management
Pennsylvania
$801K -$42.9K -282 -5%
TWP
1306
Tyche Wealth Partners
Texas
$798K -$97K -638 -11%
JSL
1307
JT Stratford LLC
Georgia
$792K -$20.5K -135 -2%
WBC
1308
Westpac Banking Corp
Australia
$788K +$65.1K +428 +9%
CTC
1309
Cetera Trust Company
Minnesota
$784K -$9.88K -65 -1%
IW
1310
Imprint Wealth
South Carolina
$782K +$92.9K +611 +13%
QCG
1311
Quadrant Capital Group
Ohio
$780K -$81K -533 -9%
PMIA
1312
Patrick Mauro Investment Advisor
Illinois
$779K -$223K -1,470 -22%
JIC
1313
Joel Isaacson & Co
New York
$778K +$1.22K +8 +0.2%
BWAM
1314
Boyd Watterson Asset Management
Ohio
$777K – – –
PWP
1315
Precedent Wealth Partners
Texas
$772K +$86.5K +569 +12%
LSAG
1316
Lake Street Advisors Group
New Hampshire
$770K +$57.5K +378 +8%
WANY
1317
Wealthspire Advisors (New York)
New York
$768K -$80K -526 -9%
PPWM
1318
Paragon Private Wealth Management
Kentucky
$761K -$66K -434 -8%
SHFA
1319
SC&H Financial Advisors
Maryland
$760K +$152K +1,000 +24%
CTI
1320
Community Trust & Investment
Kentucky
$758K – – –
AIM
1321
Access Investment Management
Georgia
$758K – – –
AAM
1322
AR Asset Management
California
$758K – – –
V
1323
VeraBank
Texas
$755K -$13.5K -89 -2%
CC
1324
Chicago Capital
Illinois
$752K -$608 -4 -0.1%
WBCM
1325
Wilson & Boucher Capital Management
California
$746K -$102K -674 -12%
51 52
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