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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1676
Nicolet Bankshares
Wisconsin
$313K -$6.57K -50 -2%
CCG
1677
Catalina Capital Group
California
$313K +$67.4K +513 +29%
SCM
1678
Sollinda Capital Management
Florida
$313K – – –
FPWM
1679
FSB Premier Wealth Management
Iowa
$313K +$43.7K +333 +17%
TVAMP
1680
Tennessee Valley Asset Management Partners
Tennessee
$312K +$300K +2,288 New
AC
1681
Avestar Capital
New York
$311K -$20.1K -153 -6%
BMC
1682
Beaton Management Company
Massachusetts
$310K – – –
OFS
1683
OneAscent Financial Services
Alabama
$309K +$298K +2,266 New
LWM
1684
Lyell Wealth Management
California
$309K – – –
LA
1685
LexAurum Advisors
Kansas
$308K -$6.3K -48 -2%
LIA
1686
Lynx Investment Advisory
District of Columbia
$308K -$6.57K -50 -2%
LA
1687
Lane & Associates
New Jersey
$307K +$3.81K +29 +1%
PTP
1688
Platform Technology Partners
New York
$306K +$42.1K +321 +17%
GWANC
1689
Guardian Wealth Advisors (North Carolina)
North Carolina
$306K -$43.2K -329 -13%
OQS
1690
Occudo Quantitative Strategies
Florida
$306K -$1.24M -9,458 -81%
RZH
1691
Relyea Zuckerberg Hanson
Connecticut
$302K +$13.4K +102 +5%
BCG
1692
Breakwater Capital Group
New Jersey
$302K -$200K -1,524 -41%
WJWM
1693
Williams Jones Wealth Management
New York
$301K -$61.3K -467 -17%
CWM
1694
Collaborative Wealth Management
Florida
$301K +$290K +2,206 New
SFP
1695
Sterling Financial Planning
New Jersey
$300K -$52K -396 -15%
GBT
1696
Grove Bank & Trust
Florida
$300K -$101K -771 -26%
CPIA
1697
Cornell Pochily Investment Advisors
New York
$300K +$1.05K +8 +0.4%
SEP
1698
Southland Equity Partners
Missouri
$299K +$7.62K +58 +3%
BBA
1699
BLB&B Advisors
Pennsylvania
$298K -$23.1K -176 -7%
TGAM
1700
TBH Global Asset Management
Tennessee
$297K -$258K -1,963 -47%
66 67
68
69 70