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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
1801
Money Concepts Capital
Florida
$342K -$6.38M -34,800 -95%
GG
1802
Greenwood Gearhart
Arkansas
$342K -$17.1K -93 -5%
VC
1803
Vicus Capital
Pennsylvania
$340K +$17.6K +96 +6%
UF
1804
Univest Financial
Pennsylvania
$340K +$367 +2 +0.1%
PTC
1805
Petrus Trust Company
Texas
$339K +$321K +1,750 New
SW
1806
Simplicity Wealth
New Jersey
$339K -$550 -3 -0.2%
LAM
1807
L2 Asset Management
Massachusetts
$339K +$13.8K +75 +4%
AWM
1808
Accel Wealth Management
Iowa
$338K -$18.7K -102 -6%
KCFA
1809
Key Client Fiduciary Advisors
New Jersey
$337K +$6.05K +33 +2%
VWM
1810
Vigilare Wealth Management
Arizona
$337K +$367 +2 +0.1%
MPW
1811
MA Private Wealth
California
$336K -$200K -1,091 -39%
SRC
1812
Sage Rhino Capital
California
$336K +$24.4K +133 +8%
SAG
1813
Spotlight Asset Group
Illinois
$335K +$372K +2,026 New
MHR
1814
Matthew Hamilton Rosenberg
$334K – – –
CIC
1815
Chase Investment Counsel
Virginia
$333K +$17.4K +95 +6%
MKC
1816
M. Kraus & Co
Vermont
$333K -$3.12K -17 -1%
SL
1817
Salomon & Ludwin
Virginia
$332K -$6.6K -36 -2%
WSC
1818
Wellington Shields & Co
New York
$331K – – –
SMWM
1819
Silvia McColl Wealth Management
California
$330K – – –
TCOK
1820
Trust Company of Kansas
Kansas
$329K -$12.8K -70 -4%
LWM
1821
Lodestone Wealth Management
Washington
$328K +$183 +1 +0.1%
NC
1822
NovaPoint Capital
Georgia
$328K -$24.4K -133 -7%
PPG
1823
Peak Planning Group
Colorado
$327K -$2.2K -12 -0.7%
WR
1824
WD Rutherford
Oregon
$327K – – –
MGIM
1825
M&G Investment Management
United Kingdom
$327K – – –
71 72
73
74 75