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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
1601
Marble Harbor Investment Counsel
Massachusetts
$278K – – –
1W
1602
1776 Wealth
Georgia
$278K -$4.92K -50 -2%
BCM
1603
Bluefin Capital Management
New York
$278K -$34.4K -350 -11%
SCP
1604
Sivia Capital Partners
California
$277K +$270K +2,749 New
CTB
1605
Country Trust Bank
Illinois
$277K -$5.31K -54 -2%
HWA
1606
Heartwood Wealth Advisors
Virginia
$277K -$689 -7 -0.3%
BPW
1607
Bingham Private Wealth
California
$276K -$31.2K -317 -10%
LW
1608
Lauer Wealth
Indiana
$276K +$314K +3,194 New
RPCONE
1609
Retirement Planning Company of New England
Rhode Island
$275K -$28.9K -294 -10%
OFS
1610
OneAscent Financial Services
Alabama
$275K -$265K -2,696 -50%
TCWA
1611
Turtle Creek Wealth Advisors
Texas
$275K +$268K +2,720 New
BAG
1612
Bridgewealth Advisory Group
California
$273K +$266K +2,700 New
MAV
1613
Mason & Associates (Virginia)
Virginia
$272K -$32.8K -333 -11%
SCM
1614
Sterling Capital Management
North Carolina
$271K +$14.2K +144 +6%
EIP
1615
Ellis Investment Partners
Pennsylvania
$270K -$19.8K -201 -7%
IA
1616
IFG Advisors
Missouri
$270K -$13.9K -141 -5%
CIG
1617
CHB Investment Group
Pennsylvania
$270K -$98 -1 -0%
JWM
1618
Jacksonville Wealth Management
Florida
$270K -$5.9K -60 -2%
AWM
1619
Angeles Wealth Management
California
$270K -$101K -1,031 -28%
CWA
1620
CogentBlue Wealth Advisors
Tennessee
$269K -$24K -244 -8%
FPB
1621
First PREMIER Bank
South Dakota
$269K +$14.3K +145 +6%
CAG
1622
Crestwood Advisors Group
Massachusetts
$269K +$262K +2,665 New
LWM
1623
Liberty Wealth Management
California
$268K -$394 -4 -0.2%
FFO
1624
Fortitude Family Office
Arizona
$268K +$1.18K +12 +0.5%
SRC
1625
Shufro Rose & Co
New York
$268K – – –
63 64
65
66 67