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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1576
Avior Wealth Management
Nebraska
$430K +$245K +1,615 +127%
ECM
1577
Elgethun Capital Management
South Dakota
$428K -$12K -79 -3%
JWS
1578
Juncture Wealth Strategies
Arizona
$426K +$436K +2,869 New
SP
1579
Stonebrook Private
Michigan
$426K +$18.4K +121 +4%
WPC
1580
Wedmont Private Capital
Pennsylvania
$426K +$40.3K +265 +10%
FFM
1581
Forum Financial Management
Illinois
$425K +$1.98K +13 +0.5%
OFG
1582
Oxford Financial Group
Indiana
$425K -$42.7K -281 -9%
SFB
1583
STAR Financial Bank
Indiana
$425K – – –
MHIC
1584
Marble Harbor Investment Counsel
Massachusetts
$424K – – –
DTC
1585
Davidson Trust Company
Washington
$424K – – –
HIIFS
1586
Harel Insurance Investments & Financial Services
Israel
$423K +$16.6K +109 +4%
LNB
1587
Ledyard National Bank
$421K – – –
ATC
1588
Adirondack Trust Company
New York
$421K -$152 -1 -0%
CWA
1589
Choice Wealth Advisors
Maine
$420K +$3.04K +20 +0.7%
FCP
1590
Fidelis Capital Partners
Florida
$417K +$58.2K +383 +16%
PSB
1591
Passumpsic Savings Bank
Vermont
$417K +$426K +2,803 New
MFC
1592
Mechanics Financial Corp
Ohio
$416K – – –
GTAM
1593
Global Trust Asset Management
Florida
$412K +$59.3K +390 +16%
GWM
1594
Gray Wealth Management
Maine
$412K – – –
JWM
1595
Jeppson Wealth Management
California
$410K -$34.8K -229 -8%
AW
1596
Atlas Wealth
Ohio
$409K – – –
RGC
1597
Roberts, Glore & Co
Illinois
$409K +$10.6K +70 +3%
WKWM
1598
Walter & Keenan Wealth Management
Indiana
$409K +$2.28K +15 +0.5%
CA
1599
Cornerstone Advisory
Maryland
$408K -$81.6K -537 -16%
DBG
1600
De Burlo Group
Massachusetts
$408K -$220K -1,450 -35%
62 63
64
65 66