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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1401
Annex Advisory Services
Wisconsin
$409K +$37K +345 +9%
BFA
1402
Brown Financial Advisors
Ohio
$409K -$87K -811 -16%
LAM
1403
Lewis Asset Management
California
$408K +$40.1K +374 +10%
RFN
1404
RDA Financial Network
Iowa
$406K +$10.4K +97 +2%
CCA
1405
Cadent Capital Advisors
Oklahoma
$403K +$3.97K +37 +0.9%
KIG
1406
Kennedy Investment Group
New Jersey
$400K -$19.9K -186 -4%
GM
1407
GeoWealth Management
Illinois
$400K +$49.3K +460 +13%
CF
1408
Clarity Financial
Texas
$399K +$435K +4,053 New
BG
1409
Bollard Group
Massachusetts
$398K +$6.22K +58 +1%
V
1410
VeraBank
Texas
$398K – – –
KJWM
1411
Kiley Juergens Wealth Management
Washington
$398K +$434K +4,043 New
NRC
1412
New Republic Capital
North Carolina
$398K +$433K +4,041 New
PWA
1413
Pitcairn Wealth Advisors
Pennsylvania
$398K -$874K -8,148 -67%
GFA
1414
Gallagher Fiduciary Advisors
Illinois
$397K -$131K -1,225 -23%
LAM
1415
L2 Asset Management
Massachusetts
$397K +$29.2K +272 +7%
GSEP
1416
Golden State Equity Partners
California
$397K +$182K +1,695 +73%
SWMG
1417
Sard Wealth Management Group
Georgia
$396K +$39.4K +367 +10%
BWA
1418
BlueSky Wealth Advisors
North Carolina
$396K -$20.5K -191 -5%
SRA
1419
Secured Retirement Advisors
Minnesota
$395K +$48.7K +454 +13%
RWP
1420
RWA Wealth Partners
Massachusetts
$395K +$9.54K +89 +2%
HFS
1421
Howard Financial Services
Texas
$394K +$15.2K +142 +4%
PCS
1422
Personal CFO Solutions
New Jersey
$392K +$21.3K +199 +5%
ACM
1423
Allred Capital Management
Texas
$392K -$1.07K -10 -0.3%
IPW
1424
Inlet Private Wealth
Florida
$392K – – –
FNT
1425
First Nebraska Trust
Nebraska
$391K +$22.5K +210 +6%
55 56
57
58 59