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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
NLP
1501
Next Level Private
New York
$541K +$602K +3,488 New
YWS
1502
Yarger Wealth Strategies
Ohio
$540K -$10.9K -63 -2%
AIC
1503
Archer Investment Corporation
Indiana
$540K – – –
LHC
1504
Little House Capital
Massachusetts
$537K +$29.3K +170 +5%
AI
1505
AXS Investments
New York
$536K -$23.3K -135 -4%
RBC
1506
Roble Belko & Company
Pennsylvania
$535K – – –
TNB
1507
Thomasville National Bank
Georgia
$534K -$5.7K -33 -1%
FNT
1508
First Nebraska Trust
Nebraska
$534K – – –
IGWM
1509
ICA Group Wealth Management
Colorado
$533K -$24.9K -144 -4%
LWAM
1510
Legacy Wealth Asset Management
Minnesota
$531K +$863 +5 +0.1%
GAG
1511
GM Advisory Group
New York
$531K +$1.73K +10 +0.3%
RB
1512
Rodgers Brothers
Pennsylvania
$528K +$26.4K +153 +5%
CTA
1513
Colonial Trust Advisors
South Carolina
$527K -$469K -2,719 -45%
LA
1514
Lifeworks Advisors
Michigan
$525K +$232K +1,343 +66%
TPW
1515
Transatlantique Private Wealth
New York
$523K +$1.38K +8 +0.2%
PWMG
1516
Provence Wealth Management Group
California
$523K +$57.3K +332 +11%
DTL
1517
Dynamic Technology Lab
Singapore
$523K -$34.7K -201 -6%
CC
1518
Cornerstone Capital
California
$519K – – –
SIC
1519
Sterling Investment Counsel
New York
$519K +$294K +1,702 +104%
APA
1520
Astoria Portfolio Advisors
New York
$519K -$106K -616 -14%
RWA
1521
Ropes Wealth Advisors
Massachusetts
$519K -$274K -1,588 -32%
SFM
1522
Signet Financial Management
New Jersey
$518K -$82.9K -480 -13%
PFBT
1523
Parkside Financial Bank & Trust
Missouri
$517K -$19.3K -112 -3%
AGA
1524
Accuvest Global Advisors
Utah
$516K +$571K +3,310 New
V
1525
ViaWealth
Kansas
$516K +$173 +1 +0%
59 60
61
62 63