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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
1476
Foster & Motley
Ohio
$560K -$50.8K -336 -9%
PFA
1477
Pathway Financial Advisors
Vermont
$560K – – –
DMBA
1478
Deseret Mutual Benefit Administrators
Utah
$559K -$183K -1,211 -25%
LCM
1479
Liberty Capital Management
Michigan
$559K – – –
SAM
1480
Summit Asset Management
Tennessee
$558K -$2.87K -19 -0.5%
LOIP
1481
Live Oak Investment Partners
Texas
$557K – – –
BCG
1482
Breakwater Capital Group
New Jersey
$557K +$19.2K +127 +4%
PIM
1483
Profit Investment Management
Maryland
$557K – – –
DIA
1484
Dana Investment Advisors
Wisconsin
$556K -$20.9K -138 -4%
FLI
1485
Family Legacy Inc
South Carolina
$555K -$6.05K -40 -1%
PK
1486
Pflug Koory
Nebraska
$553K – – –
CP
1487
Covenant Partners
Tennessee
$553K -$1.81K -12 -0.3%
CVA
1488
Central Valley Advisors
California
$553K +$531K +3,515 New
IGWM
1489
ICA Group Wealth Management
Colorado
$552K +$14.7K +97 +3%
TCA
1490
Transcend Capital Advisors
New Jersey
$551K -$43.4K -287 -8%
DWM
1491
Drive Wealth Management
Utah
$550K +$30.5K +202 +6%
KWM
1492
Kolinsky Wealth Management
New Jersey
$549K -$15.3K -101 -3%
OR
1493
Olympiad Research
Connecticut
$541K +$300K +1,984 +136%
AI
1494
AXS Investments
New York
$541K +$605 +4 +0.1%
SOS
1495
Silver Oak Securities
Tennessee
$541K +$520K +3,441 New
RBC
1496
Roble Belko & Company
Pennsylvania
$540K +$151 +1 +0%
BWS
1497
Buck Wealth Strategies
Colorado
$540K +$19.5K +129 +4%
GWA
1498
Gratus Wealth Advisors
Virginia
$539K +$518K +3,425 New
FNT
1499
First Nebraska Trust
Nebraska
$538K – – –
LWAM
1500
Legacy Wealth Asset Management
Minnesota
$537K +$1.36K +9 +0.3%
58 59
60
61 62