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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIC
1651
Bedell Frazier Investment Counselling
California
$250K +$273K +2,545 New
JTWM
1652
Jackson Thornton Wealth Management
Alabama
$250K -$220K -2,048 -45%
SP
1653
Stonebrook Private
Michigan
$249K +$272K +2,532 New
FFWM
1654
Future Financial Wealth Management
Ohio
$249K -$290K -2,700 -53%
HA
1655
HFG Advisors
Ohio
$248K +$46.4K +433 +21%
WIC
1656
Water Island Capital
New York
$248K +$270K +2,520 New
TIA
1657
Trust Investment Advisors
Indiana
$246K – – –
CFS
1658
Cannon Financial Strategists
Georgia
$246K – – –
OL
1659
Optas LLC
Texas
$246K +$12.2K +114 +5%
WPC
1660
Wedmont Private Capital
Pennsylvania
$245K +$22.4K +209 +9%
PIA
1661
Pinion Investment Advisors
Kansas
$245K +$4.4K +41 +2%
FMLI
1662
Fukoku Mutual Life Insurance
Japan
$244K – – –
QWP
1663
Quotient Wealth Partners
Texas
$244K +$31.1K +290 +13%
NCM
1664
Narwhal Capital Management
Georgia
$244K +$536 +5 +0.2%
RPCONE
1665
Retirement Planning Company of New England
Rhode Island
$244K +$29.1K +271 +12%
CT
1666
Coastline Trust
Rhode Island
$243K +$25K +233 +10%
EW
1667
Evexia Wealth
Wisconsin
$243K – – –
SWA
1668
Sax Wealth Advisors
New Jersey
$243K – – –
NAS
1669
NWF Advisory Services
California
$242K -$3.43K -32 -1%
FWP
1670
Flatrock Wealth Partners
California
$242K -$7.29K -68 -3%
DE
1671
Defiance ETFs
New York
$242K +$264K +2,459 New
KP
1672
Keel Point
Alabama
$242K +$14.4K +134 +6%
JF
1673
Jump Financial
Illinois
$242K -$778K -7,252 -75%
HCM
1674
Hutner Capital Management
Vermont
$240K -$203K -1,896 -44%
SWM
1675
Spire Wealth Management
Virginia
$240K -$1.13M -10,574 -81%
65 66
67
68 69