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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
1701
Winton Group
United Kingdom
$229K -$3.75M -40,136 -95%
LCM
1702
Liberty Capital Management
Michigan
$228K -$65.5K -700 -23%
AFG
1703
Allegheny Financial Group
Pennsylvania
$228K +$214K +2,293 New
BPFA
1704
Barnes Pettey Financial Advisors
Mississippi
$227K +$214K +2,284 New
TC
1705
Trilogy Capital
California
$227K +$214K +2,284 New
WAG
1706
Wallace Advisory Group
California
$226K -$92.9K -993 -30%
RZH
1707
Relyea Zuckerberg Hanson
Connecticut
$225K +$212K +2,268 New
ST
1708
Somerset Trust
Pennsylvania
$224K +$212K +2,262 New
FFG
1709
Frisch Financial Group
New York
$224K -$18.1K -194 -8%
SCM
1710
Sollinda Capital Management
Florida
$224K +$211K +2,255 New
FHC
1711
First Heartland Consultants
Missouri
$223K -$247K -2,641 -54%
CT
1712
Coastline Trust
Rhode Island
$222K – – –
BAM
1713
Bosun Asset Management
Illinois
$222K +$210K +2,240 New
SC
1714
SouthState Corp
Florida
$222K -$183K -1,960 -47%
WIS
1715
Wright Investors Service
Connecticut
$221K +$209K +2,233 New
PAI
1716
Pittenger & Anderson Inc
Nebraska
$221K – – –
CA
1717
CV Advisors
Florida
$221K +$208K +2,225 New
KF
1718
Kelsey Financial
California
$220K +$208K +2,221 New
KIM
1719
Kestra Investment Management
Texas
$219K +$207K +2,209 New
AWM
1720
Aviso Wealth Management
Washington
$219K +$207K +2,208 New
FMTC
1721
Farmers & Merchants Trust Company
California
$219K -$129K -1,379 -38%
RPCONE
1722
Retirement Planning Company of New England
Rhode Island
$219K -$45.5K -486 -18%
RBWA
1723
RFG - Bristol Wealth Advisors
Massachusetts
$218K +$206K +2,203 New
QWP
1724
Quotient Wealth Partners
Texas
$217K +$205K +2,192 New
AWA
1725
A4 Wealth Advisors
North Carolina
$216K +$203K +2,173 New
67 68
69
70 71