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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
1676
Lineweaver Wealth Advisors
Ohio
$265K +$288K +1,458 New
TFS
1677
Thoroughbred Financial Services
Tennessee
$262K – – –
AIP
1678
Almanack Investment Partners
Pennsylvania
$262K +$3.36K +17 +1%
AC
1679
Avestar Capital
New York
$259K +$13.8K +70 +5%
WQ
1680
Wealth Quarterback
New Jersey
$259K +$573K +2,901 +162%
OBWG
1681
Onyx Bridge Wealth Group
New York
$257K -$4.93K -25 -2%
FFG
1682
Frisch Financial Group
New York
$257K +$1.18K +6 +0.4%
BHBT
1683
Burke & Herbert Bank & Trust
Virginia
$256K – – –
DA
1684
Doliver Advisors
Texas
$256K +$4.54K +23 +2%
ER
1685
Enlightenment Research
Florida
$255K -$276K -1,400 -50%
MHIC
1686
Marble Harbor Investment Counsel
Massachusetts
$255K +$79K +400 +40%
CAMG
1687
CWA Asset Management Group
Florida
$252K +$13.4K +68 +5%
DFG
1688
Demars Financial Group
Washington
$251K -$245K -1,239 -47%
PB
1689
Pinnacle Bancorp
Nebraska
$251K -$2.96K -15 -1%
JAG
1690
Journey Advisory Group
Kentucky
$251K +$1.58K +8 +0.6%
GSWM
1691
Golden State Wealth Management
California
$250K -$1.18K -6 -0.4%
HI
1692
Hudock Inc
Pennsylvania
$250K +$86.5K +438 +47%
M
1693
Mirova
France
$248K +$25.7K +130 +11%
DAM
1694
Derbend Asset Management
Georgia
$248K +$269K +1,362 New
ROTUOC
1695
Regents of the University of California
California
$246K – – –
AWM
1696
Act Wealth Management
Texas
$245K – – –
SIM
1697
SSI Investment Management
California
$245K – – –
LIA
1698
LBMC Investment Advisors
Tennessee
$245K +$701K +3,552 +265%
SFS
1699
Summit Financial Strategies
Ohio
$244K – – –
FWM
1700
Fairhaven Wealth Management
Illinois
$244K +$197 +1 +0.1%
66 67
68
69 70