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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFB
1526
STAR Financial Bank
Indiana
$541K +$538K +3,110 New
CFFP
1527
Center for Financial Planning
Michigan
$540K – – –
RSA
1528
River Street Advisors
Illinois
$539K +$536K +3,099 New
EGA
1529
E&G Advisors
Texas
$532K – – –
SIG
1530
Sargent Investment Group
Maryland
$530K +$1.56K +9 +0.3%
HCA
1531
Harbour Capital Advisors
Virginia
$527K – – –
CWA
1532
Choice Wealth Advisors
Maine
$527K +$2.6K +15 +0.5%
WCG
1533
Weaver Consulting Group
California
$527K – – –
MCM
1534
Magnolia Capital Management
New York
$525K +$3.46K +20 +0.7%
FAM
1535
Formidable Asset Management
Ohio
$524K -$17.3K -100 -3%
MIG
1536
McGuire Investment Group
Rhode Island
$523K – – –
TCWM
1537
Total Clarity Wealth Management
Illinois
$522K +$267K +1,545 +106%
PCA
1538
Prosperity Capital Advisors
Ohio
$522K +$520K +3,005 New
LFM
1539
Lumina Fund Management
New York
$522K – – –
MJRIC
1540
Mogy Joel R Investment Counsel
California
$522K – – –
SEM
1541
Strategic Equity Management
Arizona
$522K – – –
TCPWM
1542
Traverso Chambers Private Wealth Management
California
$519K +$1.04K +6 +0.2%
WAG
1543
Wallace Advisory Group
California
$519K +$517K +2,984 New
GL
1544
Graypoint LLC
New York
$515K -$49K -283 -9%
APA
1545
Astoria Portfolio Advisors
New York
$513K +$31.9K +184 +7%
DA
1546
Dover Advisors
Virginia
$511K +$509K +2,938 New
FCBT
1547
First Citizens Bank & Trust
North Carolina
$509K +$40.3K +233 +9%
ECM
1548
Elgethun Capital Management
South Dakota
$509K +$1.9K +11 +0.4%
WP
1549
WealthShield Partners
North Carolina
$508K +$2.6K +15 +0.5%
LIA
1550
Luken Investment Analytics
Tennessee
$507K +$505K +2,919 New
60 61
62
63 64