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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
OTL
1801
Oak Thistle LLC
New York
$263K +$308K +1,626 New
OPCM
1802
Osborne Partners Capital Management
California
$262K +$53.4K +282 +21%
PWP
1803
Pursue Wealth Partners
California
$261K – – –
KA
1804
Kercheville Advisors
Texas
$259K – – –
DIA
1805
Davidson Investment Advisors
Montana
$257K -$322K -1,700 -52%
CIC
1806
Chilton Investment Company
Connecticut
$257K +$301K +1,591 New
GWA
1807
GGM Wealth Advisors
Maryland
$255K – – –
ACM
1808
AlphaStar Capital Management
North Carolina
$255K +$16.9K +89 +6%
SFG
1809
Sunburst Financial Group
Alabama
$255K +$50.6K +267 +20%
OFS
1810
OneAscent Financial Services
Alabama
$255K +$299K +1,580 New
BBW
1811
Blue Barn Wealth
Utah
$254K +$51.5K +272 +21%
SRC
1812
Sage Rhino Capital
California
$253K -$568 -3 -0.2%
TWP
1813
Transparent Wealth Partners
Arkansas
$253K +$2.27K +12 +0.8%
MIC
1814
Means Investment Company
Maine
$252K -$9.28K -49 -3%
BOPW
1815
Brandywine Oak Private Wealth
Pennsylvania
$250K – – –
BFA
1816
Bill Few Associates
Pennsylvania
$249K – – –
CI
1817
CX Institutional
Indiana
$248K -$2.43M -12,813 -89%
SICM
1818
Sustainable Insight Capital Management
New York
$248K -$74.8K -395 -20%
TWA
1819
TCI Wealth Advisors
Arizona
$248K +$2.27K +12 +0.8%
QC
1820
Quent Capital
New York
$247K -$3.79K -20 -1%
SFS
1821
Summit Financial Strategies
Ohio
$247K +$290K +1,529 New
CFC
1822
Coyle Financial Counsel
Illinois
$246K +$757 +4 +0.3%
BCP
1823
Berkeley Capital Partners
Georgia
$246K +$1.51K +8 +0.5%
DJSG
1824
D.J. St. Germain
Massachusetts
$245K – – –
AWM
1825
Accurate Wealth Management
Florida
$244K -$123K -652 -30%
71 72
73
74 75