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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1526
Shepherd Financial Partners
Massachusetts
$423K +$13.2K +92 +3%
WHCI
1527
W.H. Cornerstone Investments
Massachusetts
$422K -$180K -1,260 -29%
FCA
1528
Fortis Capital Advisors
Kansas
$422K – – –
PFBT
1529
Parkside Financial Bank & Trust
Missouri
$422K -$98.5K -688 -18%
PWM
1530
Palumbo Wealth Management
New York
$422K -$17.6K -123 -4%
EGA
1531
E&G Advisors
Texas
$420K – – –
DWM
1532
Dechtman Wealth Management
Colorado
$420K +$16.9K +118 +4%
GCAC
1533
Guardian Capital Advisors (Canada)
Ontario, Canada
$418K -$399K -2,785 -47%
NAM
1534
NTV Asset Management
West Virginia
$417K +$2K +14 +0.5%
CAC
1535
Core Alternative Capital
Georgia
$416K -$26.5K -185 -6%
CFMC
1536
Curbstone Financial Management Corp
New Hampshire
$414K -$129K -900 -23%
HCA
1537
Harbour Capital Advisors
Virginia
$414K – – –
MAV
1538
Mason & Associates (Virginia)
Virginia
$414K +$433K +3,023 New
AWM
1539
Angeles Wealth Management
California
$413K +$119K +832 +38%
FFM
1540
Forum Financial Management
Illinois
$413K +$22.5K +157 +5%
IWA
1541
IVC Wealth Advisors
Pennsylvania
$412K +$3.01K +21 +0.7%
OFG
1542
Oxford Financial Group
Indiana
$412K +$21K +147 +5%
CLOS
1543
Compagnie Lombard Odier SCmA
Switzerland
$411K -$50.5K -353 -11%
FMC
1544
First Merchants Corp
Indiana
$409K +$1K +7 +0.2%
XT
1545
XTX Topco
Cayman Islands
$408K -$1.62M -11,293 -79%
DWM
1546
Drive Wealth Management
Utah
$408K -$33.6K -235 -7%
QI
1547
Qtron Investments
Massachusetts
$407K – – –
TNB
1548
Thomasville National Bank
Georgia
$407K +$33.8K +236 +9%
VW
1549
Vance Wealth
California
$406K -$143 -1 -0%
GBT
1550
Grove Bank & Trust
Florida
$406K +$2.86K +20 +0.7%
60 61
62
63 64