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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1426
Heritage Wealth Advisors
Virginia
$524K -$252K -1,763 -32%
RWPA
1427
Richard W. Paul & Associates
Michigan
$524K +$28.6K +200 +6%
CPIG
1428
Chicago Partners Investment Group
Illinois
$524K -$50.4K -352 -8%
GP
1429
Girard Partners
Pennsylvania
$522K -$29.8K -208 -5%
PWP
1430
Phillips Wealth Planners
Mississippi
$522K -$16.6K -116 -3%
FWTB
1431
First Western Trust Bank
Colorado
$518K -$14.5K -101 -3%
BFO
1432
Boston Family Office
Massachusetts
$517K – – –
CFP
1433
Cascade Financial Partners
California
$514K -$9.88K -69 -2%
FSA
1434
Franklin Street Advisors
North Carolina
$514K +$215K +1,500 +66%
DW
1435
Durante & Waters
New York
$514K +$2.86K +20 +0.5%
BCG
1436
Breakwater Capital Group
New Jersey
$512K +$19K +133 +4%
AI
1437
AXS Investments
New York
$511K +$535K +3,736 New
LCM
1438
Laurion Capital Management
New York
$511K -$2.83M -19,747 -84%
BWM
1439
Biltmore Wealth Management
Arizona
$511K -$13.5K -94 -2%
SAM
1440
Summit Asset Management
Tennessee
$510K – – –
SL
1441
Sentinus LLC
Illinois
$510K -$9.88K -69 -2%
EIP
1442
Ellis Investment Partners
Pennsylvania
$509K +$533K +3,722 New
EWA
1443
EverSource Wealth Advisors
Alabama
$508K -$12.9K -90 -2%
CSC
1444
Caldwell Sutter Capital
California
$507K +$49K +342 +10%
FVWA
1445
Foster Victor Wealth Advisors
South Carolina
$506K +$277K +1,937 +130%
PF
1446
Phoenix Financial
Israel
$505K -$3.96M -27,682 -88%
TCWM
1447
Total Clarity Wealth Management
Illinois
$505K -$67.1K -469 -11%
WPW
1448
Waldron Private Wealth
Pennsylvania
$503K -$48.3K -337 -8%
TF
1449
Trek Financial
Arizona
$503K +$151K +1,052 +40%
AWM
1450
Absher Wealth Management
North Carolina
$502K +$111K +775 +27%
56 57
58
59 60