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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
1726
Premier Path Wealth Partners
New Jersey
$258K -$36.6K -306 -12%
DTC
1727
Davidson Trust Company
Washington
$258K +$4.42K +37 +2%
ATC
1728
Adirondack Trust Company
New York
$256K -$36.5K -305 -12%
NAS
1729
Nicolet Advisory Services
Wisconsin
$256K -$92.7K -775 -23%
SM
1730
Sweeney & Michel
California
$255K +$332K +2,778 New
GIM
1731
Guardian Investment Management
California
$255K -$179K -1,500 -39%
PAI
1732
Pittenger & Anderson Inc
Nebraska
$255K -$120K -1,000 -30%
SCM
1733
Sollinda Capital Management
Florida
$255K -$4.78K -40 -2%
1WA
1734
180 Wealth Advisors
Washington
$255K +$4.3K +36 +2%
3F
1735
360 Financial
Minnesota
$254K – – –
FF
1736
Finley Financial
Nevada
$254K – – –
CF
1737
Copperwynd Financial
Arizona
$254K +$29.3K +245 +12%
MMHP
1738
Murphy Middleton Hinkle & Parker
Georgia
$253K -$23.9K -200 -8%
BAM
1739
Bosun Asset Management
Illinois
$253K +$34.7K +290 +14%
CPW
1740
Cove Private Wealth
New York
$253K +$275K +2,300 New
OL
1741
Optas LLC
Texas
$253K +$11.8K +99 +5%
AWAP
1742
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$252K -$31.6K -264 -10%
CPA
1743
Capital Performance Advisors
California
$252K +$274K +2,295 New
VCP
1744
Verus Capital Partners
Arizona
$252K -$72K -602 -21%
HPBT
1745
Hickory Point Bank & Trust
Illinois
$251K -$2.87K -24 -1%
FPWM
1746
FSB Premier Wealth Management
Iowa
$249K +$24.6K +206 +10%
SCI
1747
S&CO Inc
Massachusetts
$249K -$120K -1,000 -31%
LWM
1748
Lyell Wealth Management
California
$249K – – –
OFC
1749
Oakland Financial Corp
$247K – – –
LWL
1750
Leo Wealth LLC
Texas
$247K -$329K -2,750 -55%
68 69
70
71 72