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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1651
Wealth Management Associates
New Jersey
$326K +$102K +779 +48%
AB
1652
Atlas Brown
Kentucky
$325K +$919 +7 +0.3%
EFG
1653
Embree Financial Group
Illinois
$325K +$313K +2,385 New
HW
1654
Hancock Whitney
Mississippi
$324K -$14.8K -113 -5%
AG
1655
AlTi Global
New York
$323K -$36.9K -281 -11%
NHT
1656
New Hampshire Trust
New Hampshire
$323K -$6.83K -52 -2%
DTC
1657
Davidson Trust Company
Washington
$322K -$21.8K -166 -7%
DWM
1658
Drive Wealth Management
Utah
$322K -$81.1K -618 -21%
CAWM
1659
Capital Advisors Wealth Management
Washington
$321K -$17.1K -130 -5%
WC
1660
Westhampton Capital
North Carolina
$321K – – –
A
1661
AlphaQuest
New York
$321K -$792K -6,035 -72%
BFA
1662
Bill Few Associates
Pennsylvania
$321K +$9.45K +72 +3%
DDC
1663
DF Dent & Co
Maryland
$320K – – –
CTA
1664
Colonial Trust Advisors
South Carolina
$320K -$6.83K -52 -2%
MWM
1665
Massachusetts Wealth Management
Massachusetts
$320K -$452K -3,445 -59%
ICM
1666
IMS Capital Management
Oregon
$320K +$525 +4 +0.2%
AGWCA
1667
Annis Gardner Whiting Capital Advisors
Florida
$317K +$36.2K +276 +13%
E
1668
ETFidea
New York
$317K -$1.31K -10 -0.4%
BTWM
1669
Baker Tilly Wealth Management
Wisconsin
$316K -$46.2K -352 -13%
WKWM
1670
Walter & Keenan Wealth Management
Indiana
$316K -$48.8K -372 -14%
WPC
1671
Wedmont Private Capital
Pennsylvania
$316K +$44.4K +338 +16%
3F
1672
360 Financial
Minnesota
$315K – – –
SIC
1673
Salem Investment Counselors
North Carolina
$315K -$20.1K -153 -6%
CFD
1674
Creative Financial Designs
Indiana
$314K +$65.4K +498 +28%
1WA
1675
180 Wealth Advisors
Washington
$314K +$99.1K +755 +49%
65 66
67
68 69