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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1526
MKT Advisors
California
$337K – – –
TW
1527
Tempo Wealth
Ohio
$337K -$1.77K -17 -0.5%
PK
1528
Pflug Koory
Nebraska
$336K -$5.2K -50 -2%
PRP
1529
Peak Retirement Planning
Ohio
$334K -$1.09M -10,454 -77%
OPWM
1530
Oxinas Partners Wealth Management
Indiana
$334K – – –
AWM
1531
Atticus Wealth Management
Florida
$333K -$13.9K -134 -4%
WBCM
1532
Wilson & Boucher Capital Management
California
$333K – – –
CFO
1533
CVA Family Office
Colorado
$331K +$22.9K +220 +8%
SWA
1534
Sax Wealth Advisors
New Jersey
$331K +$95.3K +917 +37%
MAFA
1535
MJT & Associates Financial Advisory
Minnesota
$329K +$5.41K +52 +2%
PPWP
1536
Premier Path Wealth Partners
New Jersey
$328K -$10.8K -104 -3%
CC
1537
Centiva Capital
New York
$328K -$16.1M -155,212 -98%
CAM
1538
Concorde Asset Management
Michigan
$328K +$12.4K +119 +4%
MTC
1539
McDaniel Terry & Co
Texas
$327K -$1.38M -13,275 -81%
DWM
1540
Drive Wealth Management
Utah
$327K +$316K +3,038 New
W
1541
Wealthquest
Ohio
$326K +$39.2K +377 +14%
LWCFA
1542
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$324K -$36.4K -350 -10%
PWW
1543
Pettyjohn Wood & White
Virginia
$322K -$22.4K -215 -7%
DE
1544
Defiance ETFs
New York
$322K +$49.9K +480 +20%
WAM
1545
Weatherly Asset Management
California
$322K +$27.5K +265 +10%
WPC
1546
Wedmont Private Capital
Pennsylvania
$320K +$41.8K +402 +16%
BCG
1547
Breakwater Capital Group
New Jersey
$320K +$5.51K +53 +2%
HBT
1548
Heartland Bank & Trust
Illinois
$318K -$3.85K -37 -1%
AWMM
1549
Aegis Wealth Management (Maryland)
Maryland
$316K -$1.98K -19 -0.6%
CA
1550
Claro Advisors
Massachusetts
$316K -$188K -1,804 -38%
60 61
62
63 64