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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SHA
1676
Seneca House Advisors
Virginia
$266K +$289K +1,462 New
LWA
1677
Lineweaver Wealth Advisors
Ohio
$265K +$288K +1,458 New
TFS
1678
Thoroughbred Financial Services
Tennessee
$262K – – –
AIP
1679
Almanack Investment Partners
Pennsylvania
$262K +$3.36K +17 +1%
AC
1680
Avestar Capital
New York
$259K +$13.8K +70 +5%
WQ
1681
Wealth Quarterback
New Jersey
$259K +$573K +2,901 +162%
OBWG
1682
Onyx Bridge Wealth Group
New York
$257K -$4.93K -25 -2%
FFG
1683
Frisch Financial Group
New York
$257K +$1.18K +6 +0.4%
AFP
1684
Advus Financial Partners
Florida
$257K +$236K +1,197 New
BHBT
1685
Burke & Herbert Bank & Trust
Virginia
$256K – – –
DA
1686
Doliver Advisors
Texas
$256K +$4.54K +23 +2%
ER
1687
Enlightenment Research
Florida
$255K -$276K -1,400 -50%
MHIC
1688
Marble Harbor Investment Counsel
Massachusetts
$255K +$79K +400 +40%
CAMG
1689
CWA Asset Management Group
Florida
$252K +$13.4K +68 +5%
DFG
1690
Demars Financial Group
Washington
$251K -$245K -1,239 -47%
PB
1691
Pinnacle Bancorp
Nebraska
$251K -$2.96K -15 -1%
JAG
1692
Journey Advisory Group
Kentucky
$251K +$1.58K +8 +0.6%
GSWM
1693
Golden State Wealth Management
California
$250K -$1.18K -6 -0.4%
HI
1694
Hudock Inc
Pennsylvania
$250K +$86.5K +438 +47%
M
1695
Mirova
France
$248K +$25.7K +130 +11%
DAM
1696
Derbend Asset Management
Georgia
$248K +$269K +1,362 New
ROTUOC
1697
Regents of the University of California
California
$246K – – –
AWM
1698
Act Wealth Management
Texas
$245K – – –
SIM
1699
SSI Investment Management
California
$245K – – –
LIA
1700
LBMC Investment Advisors
Tennessee
$245K +$701K +3,552 +265%
66 67
68
69 70