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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
1501
Golden State Equity Partners
California
$628K +$593K +3,235 New
BCG
1502
Breakwater Capital Group
New Jersey
$628K +$19.1K +104 +3%
MF
1503
Montis Financial
Massachusetts
$627K – – –
AFP
1504
Ausdal Financial Partners
Iowa
$625K +$7.34K +40 +1%
LFA
1505
Landmark Financial Advisors
Kentucky
$623K – – –
OWA
1506
Octavia Wealth Advisors
Ohio
$620K +$13.9K +76 +2%
PP
1507
Patten & Patten
Tennessee
$618K -$4.04K -22 -0.7%
PWMG
1508
Provence Wealth Management Group
California
$614K +$174K +948 +43%
CAC
1509
Core Alternative Capital
Georgia
$614K -$306K -1,670 -35%
FMLI
1510
Fukoku Mutual Life Insurance
Japan
$613K – – –
EWA
1511
ERTS Wealth Advisors
Michigan
$610K -$54.3K -296 -9%
KIG
1512
Kennedy Investment Group
New Jersey
$606K -$6.24K -34 -1%
LHC
1513
Little House Capital
Massachusetts
$604K -$17.6K -96 -3%
VCM
1514
Vigilant Capital Management
Maine
$603K -$19.1K -104 -3%
NDSI
1515
Newman Dignan & Sheerar Inc
Rhode Island
$602K -$15.2K -83 -3%
BC
1516
Burney Company
Virginia
$599K -$38.7K -211 -6%
KW
1517
KWB Wealth
California
$597K – – –
KFA
1518
Krane Funds Advisors
New York
$595K -$20.2K -110 -3%
SIG
1519
Sargent Investment Group
Maryland
$595K +$3.85K +21 +0.7%
EGA
1520
E&G Advisors
Texas
$594K – – –
CWA
1521
Choice Wealth Advisors
Maine
$592K +$2.75K +15 +0.5%
WAG
1522
Wallace Advisory Group
California
$591K +$11.7K +64 +2%
GWM
1523
Gray Wealth Management
Maine
$591K +$25.5K +139 +5%
SFB
1524
STAR Financial Bank
Indiana
$591K -$12.1K -66 -2%
WCG
1525
Weaver Consulting Group
California
$587K -$550 -3 -0.1%
59 60
61
62 63