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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
1526
Premier Path Wealth Partners
New Jersey
$328K -$10.8K -104 -3%
CC
1527
Centiva Capital
New York
$328K -$16.1M -155,212 -98%
CAM
1528
Concorde Asset Management
Michigan
$328K +$12.4K +119 +4%
MTC
1529
McDaniel Terry & Co
Texas
$327K -$1.38M -13,275 -81%
DWM
1530
Drive Wealth Management
Utah
$327K +$316K +3,038 New
W
1531
Wealthquest
Ohio
$326K +$39.2K +377 +14%
LWCFA
1532
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$324K -$36.4K -350 -10%
PWW
1533
Pettyjohn Wood & White
Virginia
$322K -$22.4K -215 -7%
DE
1534
Defiance ETFs
New York
$322K +$49.9K +480 +20%
WAM
1535
Weatherly Asset Management
California
$322K +$27.5K +265 +10%
WPC
1536
Wedmont Private Capital
Pennsylvania
$320K +$41.8K +402 +16%
BCG
1537
Breakwater Capital Group
New Jersey
$320K +$5.51K +53 +2%
HBT
1538
Heartland Bank & Trust
Illinois
$318K -$3.85K -37 -1%
AWMM
1539
Aegis Wealth Management (Maryland)
Maryland
$316K -$1.98K -19 -0.6%
CA
1540
Claro Advisors
Massachusetts
$316K -$188K -1,804 -38%
QWP
1541
Quotient Wealth Partners
Texas
$315K +$46.2K +444 +18%
SFG
1542
Seamount Financial Group
Colorado
$314K -$20.8K -200 -6%
TCM
1543
Traynor Capital Management
Pennsylvania
$312K +$14K +135 +5%
MWA
1544
Midland Wealth Advisors
Illinois
$310K -$56.7K -545 -16%
EWM
1545
EPG Wealth Management
Georgia
$310K -$3.85K -37 -1%
OMIC
1546
Old Mission Investment Co
Michigan
$309K +$299K +2,877 New
PA
1547
PSI Advisors
Florida
$307K +$297K +2,859 New
BFA
1548
Bill Few Associates
Pennsylvania
$306K +$60.8K +585 +26%
GCM
1549
Generation Capital Management
New York
$306K – – –
MQWP
1550
Morey & Quinn Wealth Partners
Nebraska
$304K -$25.3K -243 -8%
60 61
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