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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1326
SkyOak Wealth
Michigan
$355K -$1.73M -19,155 -82%
JWWM
1327
Johnson & White Wealth Management
Pennsylvania
$354K +$172K +1,900 +81%
PCA
1328
Prosperity Capital Advisors
Ohio
$354K +$59.1K +653 +18%
LRPA
1329
L. Roy Papp & Associates
Arizona
$353K -$255K -2,813 -40%
BCP
1330
Blue Chip Partners
Michigan
$351K -$64.2K -709 -14%
SC
1331
SouthState Corp
Florida
$351K -$167K -1,839 -30%
FFA
1332
Founders Financial Alliance
North Carolina
$350K +$156K +1,722 +70%
CFS
1333
Coordinated Financial Services
Colorado
$349K +$90.2K +996 +31%
6F
1334
626 Financial
Michigan
$349K +$174K +1,919 +85%
CSB
1335
City State Bank
Iowa
$348K -$40K -442 -10%
RBC
1336
Roble Belko & Company
Pennsylvania
$348K +$1.36K +15 +0.4%
PCS
1337
Personal CFO Solutions
New Jersey
$348K +$187K +2,064 +98%
NCM
1338
NCM Capital Management
New Jersey
$345K -$3.71K -41 -1%
SFG
1339
Seamount Financial Group
Colorado
$345K +$13.6K +150 +4%
SI
1340
Sava Infond
Slovenia
$344K – – –
BMCM
1341
Burns Matteson Capital Management
New York
$344K +$373K +4,119 New
MAG
1342
MRA Advisory Group
New Jersey
$344K +$66.9K +739 +22%
SA
1343
Strategic Advisors
New York
$342K -$23.5K -260 -6%
JWA
1344
JFS Wealth Advisors
Pennsylvania
$341K +$7.97K +88 +2%
SWM
1345
Shakespeare Wealth Management
Wisconsin
$341K -$2.26K -25 -0.6%
PCM
1346
Penserra Capital Management
California
$340K +$4.44K +49 +1%
V
1347
VeraBank
Texas
$340K -$75.3K -831 -17%
CF
1348
Claris Financial
Virginia
$339K -$5.53K -61 -1%
CA
1349
Claro Advisors
Massachusetts
$339K +$18.4K +203 +5%
SW
1350
Simplicity Wealth
New Jersey
$338K -$589K -6,506 -62%
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