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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1301
Institute for Wealth Management
Colorado
$508K -$9.65K -90 -2%
TCWA
1302
Turtle Creek Wealth Advisors
Texas
$507K +$78.3K +730 +17%
NWM
1303
Northcape Wealth Management
New York
$502K -$107 -1 -0%
AAM
1304
AR Asset Management
California
$502K – – –
CC
1305
Chicago Capital
Illinois
$500K +$107 +1 +0%
OFA
1306
Orographic Financial Advisors
Colorado
$499K +$545K +5,079 New
GAM
1307
Griffin Asset Management
New York
$498K -$435K -4,055 -44%
FCM
1308
Fieldview Capital Management
Michigan
$498K +$227K +2,116 +72%
TRCT
1309
Tower Research Capital (TRC)
New York
$493K -$3.76M -35,055 -87%
HFRG
1310
Houlihan Financial Resource Group
Virginia
$493K -$26.8K -250 -5%
AG
1311
AlTi Global
New York
$493K +$643 +6 +0.1%
SACTSONJ
1312
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$492K -$321K -2,996 -37%
RMDI
1313
R.M. Davis Inc
Maine
$492K -$21.4K -200 -4%
BC
1314
Brio Consultants
California
$491K -$14.5K -135 -3%
OP
1315
Oslo Pensjonsforsikring
$491K +$98K +914 +22%
CI
1316
CacheTech Inc
Utah
$489K +$138K +1,288 +35%
JJBC
1317
James J. Burns & Company
New York
$489K +$533K +4,970 New
LS
1318
Livforsakringsbolaget Skandia
Sweden
$485K – – –
MMG
1319
Monetary Management Group
Missouri
$485K – – –
TAP
1320
TSG Advice Partners
Ohio
$484K +$11.3K +105 +2%
MFA
1321
Mayflower Financial Advisors
Massachusetts
$484K +$51.2K +477 +11%
AO
1322
Advisor OS
Illinois
$483K +$5.04K +47 +1%
FB
1323
Fulton Bank
Pennsylvania
$483K -$209K -1,953 -28%
HPC
1324
HM Payson & Co
Maine
$481K -$46.8K -436 -8%
LWP
1325
LMG Wealth Partners
Louisiana
$478K +$6.33K +59 +1%
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