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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1676
Triad Wealth Partners
Kansas
$247K +$240K +2,308 New
SPWM
1677
Schrum Private Wealth Management
Florida
$247K +$190K +1,824 New
TC
1678
Trilogy Capital
California
$246K -$78.5K -755 -25%
FT
1679
Fiduciary Trust
Massachusetts
$246K -$30.7K -295 -11%
UPS
1680
UHLMANN PRICE SECURITIES
Illinois
$246K +$238K +2,289 New
CWM
1681
Carolina Wealth Management
North Carolina
$246K +$238K +2,289 New
BAM
1682
Bosun Asset Management
Illinois
$244K +$3.64K +35 +2%
AL
1683
ARWA LLC
Texas
$244K -$10.6K -102 -5%
BFG
1684
Berger Financial Group
Minnesota
$244K -$1.14K -11 -0.5%
SCM
1685
Sollinda Capital Management
Florida
$242K – – –
LCM
1686
Liberty Capital Management
Michigan
$242K +$234K +2,250 New
NAM
1687
NTV Asset Management
West Virginia
$242K +$234K +2,250 New
HWA
1688
Heritage Wealth Advisors
Virginia
$242K +$44.8K +431 +24%
RWP
1689
RWA Wealth Partners
Massachusetts
$241K -$184K -1,771 -44%
EP
1690
Edgestream Partners
New Jersey
$240K -$4.55M -43,743 -95%
PE
1691
PCM Encore
Colorado
$240K -$208 -2 -0.1%
CWA
1692
Canvas Wealth Advisors
Kansas
$239K +$232K +2,228 New
CA
1693
CV Advisors
Florida
$239K – – –
JC
1694
Jacobs & Co
California
$239K -$51.5K -495 -18%
SR
1695
Swiss Re
Switzerland
$238K +$213K +2,052 +1,251%
WCP
1696
Wick Capital Partners
Pennsylvania
$237K +$12K +115 +5%
KP
1697
Keel Point
Alabama
$237K -$26.5K -255 -10%
RTC
1698
Real Talk Capital
Tennessee
$237K +$229K +2,202 New
SSWM
1699
Sheets Smith Wealth Management
North Carolina
$236K +$3.12K +30 +1%
RFP
1700
Root Financial Partners
California
$235K +$58.9K +567 +35%
66 67
68
69 70