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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
1351
Verity Asset Management
North Carolina
$533K -$6.58K -39 -1%
CFGS
1352
Concourse Financial Group Securities
Alabama
$532K -$35.9K -213 -6%
OWA
1353
Octavia Wealth Advisors
Ohio
$532K +$533K +3,158 New
LB
1354
Leo Brokerage
Texas
$530K +$531K +3,148 New
MF
1355
Montis Financial
Massachusetts
$530K +$567K +3,359 New
CAS
1356
Coppell Advisory Solutions
Texas
$529K +$530K +3,141 New
SXL
1357
Summit X LLC
Missouri
$527K +$531K +3,144 New
GCM
1358
Gladius Capital Management
Illinois
$526K +$237K +1,407 +82%
LWM
1359
Lyell Wealth Management
California
$525K +$3.38K +20 +0.6%
PI
1360
Putnam Investments
Massachusetts
$524K -$206K -1,222 -28%
WSC
1361
Wellington Shields & Co
New York
$523K – – –
CCMG
1362
Clark Capital Management Group
Pennsylvania
$520K -$770K -4,563 -60%
CS
1363
Capital Square
Tennessee
$519K – – –
NB
1364
Nicolet Bankshares
Wisconsin
$516K -$29.5K -175 -5%
FMB
1365
Field & Main Bank
Kentucky
$514K +$15.2K +90 +3%
DC
1366
DeDora Capital
California
$513K -$7.43K -44 -1%
EGA
1367
E&G Advisors
Texas
$513K – – –
SIG
1368
Sargent Investment Group
Maryland
$513K +$186K +1,100 +56%
ESB
1369
Essex Savings Bank
Connecticut
$512K -$10.5K -62 -2%
YMRC
1370
Yorktown Management & Research Company
Virginia
$512K – – –
PFGIA
1371
Patriot Financial Group Insurance Agency
Massachusetts
$512K +$288K +1,706 +128%
MWM
1372
Mattern Wealth Management
Kansas
$510K +$74.6K +442 +17%
SRC
1373
Shufro Rose & Co
New York
$509K -$118K -700 -19%
MWM
1374
Mission Wealth Management
California
$506K +$72.2K +428 +17%
LIA
1375
Luken Investment Analytics
Tennessee
$506K +$507K +3,003 New
53 54
55
56 57