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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
1751
Convergence Investment Partners
Florida
$371K -$18.3K -90 -5%
EL
1752
Essex LLC
Illinois
$370K -$10.2K -50 -3%
PFA
1753
Pinnacle Family Advisors
Missouri
$366K -$2.24K -11 -0.6%
PCM
1754
Prelude Capital Management
New York
$366K +$347K +1,708 New
VWM
1755
Vigilare Wealth Management
Arizona
$365K -$45.6K -224 -12%
LFAS
1756
Level Four Advisory Services
Texas
$364K +$345K +1,698 New
NC
1757
NovaPoint Capital
Georgia
$360K -$211K -1,038 -38%
PL
1758
Pluribus Labs
California
$360K +$342K +1,681 New
MKC
1759
M. Kraus & Co
Vermont
$359K – – –
PAMP
1760
Polar Asset Management Partners
Ontario, Canada
$358K +$340K +1,672 New
WMA
1761
Wealth Management Associates
New Jersey
$357K +$71.2K +350 +27%
BO
1762
BRR OpCo
Ohio
$356K +$338K +1,661 New
VAM
1763
Verity Asset Management
North Carolina
$352K -$5.08K -25 -1%
FM
1764
Foster & Motley
Ohio
$352K +$5.08K +25 +2%
LA
1765
LexAurum Advisors
Kansas
$351K -$10.2K -50 -3%
PTP
1766
Platform Technology Partners
New York
$351K +$9.15K +45 +3%
TWP
1767
Tower Wealth Partners
Pennsylvania
$349K +$332K +1,630 New
SFG
1768
Sather Financial Group
Texas
$347K – – –
PWP
1769
Pursue Wealth Partners
California
$347K +$329K +1,617 New
AL
1770
Aspiriant LLC
California
$345K +$27.3K +134 +9%
EFM
1771
E Fund Management
China
$344K +$6.1K +30 +2%
AC
1772
Avestar Capital
New York
$344K +$36.4K +179 +13%
KA
1773
Kercheville Advisors
Texas
$343K -$20.3K -100 -6%
OBWG
1774
Onyx Bridge Wealth Group
New York
$343K +$56.1K +276 +21%
WAOTB
1775
Wealth Advisors of Tampa Bay
Florida
$343K +$325K +1,600 New
69 70
71
72 73