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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1726
Keebeck Wealth Management
Illinois
$230K +$223K +2,144 New
MAM
1727
Mystic Asset Management
Rhode Island
$230K +$223K +2,141 New
AFWM
1728
Arta Finance Wealth Management
California
$230K +$9.25K +89 +4%
BFG
1729
Birch Financial Group
New Hampshire
$230K -$17.6K -169 -7%
FWP
1730
Flatrock Wealth Partners
California
$229K -$34K -327 -13%
BW
1731
Blalock Williams
Alabama
$229K +$221K +2,128 New
CC
1732
Corsicana & Co
Texas
$228K -$447K -4,296 -67%
CD
1733
Chapin Davis
Maryland
$226K +$219K +2,102 New
BCA
1734
Bay Colony Advisors
Massachusetts
$225K +$218K +2,097 New
WIS
1735
Wright Investors Service
Connecticut
$225K -$14.4K -139 -6%
PWS
1736
Peterson Wealth Services
Utah
$225K +$75.5K +726 +53%
MHC
1737
May Hill Capital
Massachusetts
$224K +$217K +2,088 New
WDC
1738
Woodward Diversified Capital
California
$224K -$16.4K -158 -7%
TWM
1739
TRB Wealth Management
Texas
$224K – – –
CAC
1740
Certified Advisory Corp
Florida
$224K -$3.74K -36 -2%
BW
1741
Basepoint Wealth
Iowa
$223K +$1.46K +14 +0.7%
IIM
1742
Ipswich Investment Management
Massachusetts
$223K – – –
BFWA
1743
Benchmark Financial Wealth Advisors
Florida
$223K +$215K +2,073 New
LBC
1744
Lowe Brockenbrough & Co
Virginia
$223K -$9.46K -91 -4%
EFG
1745
Embree Financial Group
Illinois
$221K -$30.1K -290 -12%
FHC
1746
First Heartland Consultants
Missouri
$221K +$1.14K +11 +0.5%
FLPIM
1747
F.L. Putnam Investment Management
Massachusetts
$221K +$213K +2,053 New
CPC
1748
Congress Park Capital
New York
$220K – – –
BTC
1749
Bank & Trust Company
Illinois
$219K – – –
RPGK
1750
Retirement Planning Group (Kansas)
Kansas
$219K +$212K +2,037 New
68 69
70
71 72