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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1701
Crestwood Advisors Group
Massachusetts
$369K -$41K -237 -10%
RFA
1702
Resurgent Financial Advisors
Georgia
$367K +$133K +771 +57%
DA
1703
Detalus Advisors
Missouri
$367K -$86.6K -500 -19%
CFO
1704
CVA Family Office
Colorado
$366K -$55.7K -322 -13%
SRC
1705
Shufro Rose & Co
New York
$366K -$77.9K -450 -18%
BBNB
1706
Baker Boyer National Bank
Washington
$366K +$4.16K +24 +1%
DC
1707
Darrow Company
Massachusetts
$364K -$6.41K -37 -2%
IAS
1708
Investment Advisory Services
Texas
$364K +$15.4K +89 +4%
LA
1709
Lane & Associates
New Jersey
$363K +$361K +2,088 New
TCBWMS
1710
Texas Capital Bank Wealth Management Services
Texas
$363K +$43.3K +250 +14%
WIM
1711
WealthPlan Investment Management
Nebraska
$363K -$519 -3 -0.2%
SHA
1712
Seneca House Advisors
Virginia
$363K -$20.6K -119 -5%
FMP
1713
Financial Management Professionals
Texas
$362K +$34.4K +199 +11%
RWP
1714
Ridgecrest Wealth Partners
California
$362K +$11.9K +69 +3%
CPIA
1715
Cornell Pochily Investment Advisors
New York
$362K +$866 +5 +0.2%
WP
1716
WealthPLAN Partners
Nebraska
$361K +$335K +1,935 New
RMCM
1717
Reynders McVeigh Capital Management
Massachusetts
$359K -$9.87K -57 -3%
DBIA
1718
Dumont & Blake Investment Advisors
New Jersey
$359K +$16.1K +93 +5%
WMA
1719
Wealth Management Associates
New Jersey
$359K +$35.8K +207 +11%
T
1720
TNF
Montana
$357K +$346 +2 +0.1%
1WA
1721
180 Wealth Advisors
Washington
$357K -$3.29K -19 -0.9%
FFP
1722
FourThought Financial Partners
Florida
$355K +$354K +2,043 New
BMC
1723
Beaton Management Company
Massachusetts
$355K – – –
MS
1724
Maven Securities
Jersey
$355K -$427K -2,467 -55%
GPFA
1725
Game Plan Financial Advisors
Ohio
$355K -$17.3K -100 -5%
67 68
69
70 71