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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
1651
West Branch Capital
Massachusetts
$328K +$65.8K +329 +26%
PWC
1652
PYA Waltman Capital
Tennessee
$327K – – –
NFG
1653
Nadler Financial Group
Illinois
$324K – – –
SB
1654
Strategic Blueprint
Georgia
$321K +$309K +1,542 New
YMRC
1655
Yorktown Management & Research Company
Virginia
$320K – – –
BOPW
1656
Brandywine Oak Private Wealth
Pennsylvania
$319K -$30.2K -151 -9%
FPB
1657
First PREMIER Bank
South Dakota
$319K – – –
ACM
1658
AUA Capital Management
Pennsylvania
$315K +$1.4K +7 +0.5%
RC
1659
RBO & Co
California
$312K – – –
PMAS
1660
PNC Managed Account Solutions
Texas
$311K +$300K +1,497 New
CCM
1661
Compton Capital Management
Rhode Island
$310K -$25K -125 -8%
SRC
1662
Sage Rhino Capital
California
$309K +$11K +55 +4%
BAM
1663
Bellevue Asset Management
Washington
$308K +$200 +1 +0.1%
GSEP
1664
Golden State Equity Partners
California
$307K -$15.2K -76 -5%
FA
1665
Faithward Advisors
Pennsylvania
$307K – – –
CWM
1666
Circle Wealth Management
New Jersey
$306K +$10.4K +52 +4%
TIA
1667
Tiemann Investment Advisors
California
$305K -$1.6K -8 -0.5%
MA
1668
Mosaic Advisors
Texas
$304K – – –
BC
1669
Bridgefront Capital
Texas
$303K -$887K -4,431 -75%
HIC
1670
Harvey Investment Company
Kentucky
$303K – – –
FCCM
1671
First City Capital Management
Georgia
$303K +$18K +90 +6%
TFS
1672
Thoroughbred Financial Services
Tennessee
$300K -$2.4K -12 -0.8%
TWM
1673
Titus Wealth Management
California
$298K -$21.4K -107 -7%
BCP
1674
Berkeley Capital Partners
Georgia
$297K – – –
BWP
1675
BSW Wealth Partners
Colorado
$297K +$286K +1,428 New
65 66
67
68 69