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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
1801
Vicus Capital
Pennsylvania
$340K +$17.6K +96 +6%
UF
1802
Univest Financial
Pennsylvania
$340K +$367 +2 +0.1%
PTC
1803
Petrus Trust Company
Texas
$339K +$321K +1,750 New
SW
1804
Simplicity Wealth
New Jersey
$339K -$550 -3 -0.2%
LAM
1805
L2 Asset Management
Massachusetts
$339K +$13.8K +75 +4%
AWM
1806
Accel Wealth Management
Iowa
$338K -$18.7K -102 -6%
KCFA
1807
Key Client Fiduciary Advisors
New Jersey
$337K +$6.05K +33 +2%
VWM
1808
Vigilare Wealth Management
Arizona
$337K +$367 +2 +0.1%
MPW
1809
MA Private Wealth
California
$336K -$200K -1,091 -39%
SRC
1810
Sage Rhino Capital
California
$336K +$24.4K +133 +8%
SAG
1811
Spotlight Asset Group
Illinois
$335K +$372K +2,026 New
MHR
1812
Matthew Hamilton Rosenberg
$334K – – –
CIC
1813
Chase Investment Counsel
Virginia
$333K +$17.4K +95 +6%
MKC
1814
M. Kraus & Co
Vermont
$333K -$3.12K -17 -1%
SL
1815
Salomon & Ludwin
Virginia
$332K -$6.6K -36 -2%
WSC
1816
Wellington Shields & Co
New York
$331K – – –
SMWM
1817
Silvia McColl Wealth Management
California
$330K – – –
TCOK
1818
Trust Company of Kansas
Kansas
$329K -$12.8K -70 -4%
LWM
1819
Lodestone Wealth Management
Washington
$328K +$183 +1 +0.1%
NC
1820
NovaPoint Capital
Georgia
$328K -$24.4K -133 -7%
PPG
1821
Peak Planning Group
Colorado
$327K -$2.2K -12 -0.7%
WR
1822
WD Rutherford
Oregon
$327K – – –
MGIM
1823
M&G Investment Management
United Kingdom
$327K – – –
MC
1824
Montag & Caldwell
Georgia
$326K – – –
IAM
1825
Innovis Asset Management
Illinois
$326K +$14.9K +81 +5%
71 72
73
74 75