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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
S
1801
SimplyRich
California
$292K – – –
VIM
1802
Vinva Investment Management
Australia
$291K -$69K -400 -18%
TPWA
1803
TRUE Private Wealth Advisors
Oregon
$290K -$85.1K -493 -21%
WMA
1804
Wealth Management Associates
New Jersey
$290K -$8.98K -52 -3%
PTP
1805
Platform Technology Partners
New York
$289K -$5.7K -33 -2%
SFO
1806
Stokes Family Office
Louisiana
$289K +$3.11K +18 +1%
CWM
1807
Cahaba Wealth Management
Georgia
$289K -$32.8K -190 -9%
MFGM
1808
Marshall Financial Group (Maryland)
Maryland
$287K -$732K -4,242 -70%
AFT
1809
Alpha Family Trust
California
$287K +$64.7K +375 +26%
LB
1810
Legacy Bridge
Iowa
$287K – – –
PRWA
1811
Platte River Wealth Advisors
Colorado
$286K – – –
DA
1812
Drake & Associates
Wisconsin
$285K -$15K -87 -5%
FPWM
1813
FSB Premier Wealth Management
Iowa
$284K +$11.2K +65 +4%
WMS
1814
Wealth Management Solutions
Pennsylvania
$280K -$3.63K -21 -1%
SW
1815
Simplicity Wealth
New Jersey
$280K +$7.94K +46 +3%
VWA
1816
V Wealth Advisors
Kansas
$280K -$964K -5,586 -76%
RIA
1817
Richwood Investment Advisors
Ohio
$280K -$8.63K -50 -3%
CHA
1818
Carmichael Hill & Associates
Maryland
$279K +$345 +2 +0.1%
TLA
1819
Tanglewood Legacy Advisors
Texas
$279K – – –
FCA
1820
FLC Capital Advisors
California
$279K – – –
FH
1821
FWG Holdings
Florida
$277K -$3.8K -22 -1%
WSCM
1822
Wellington Shields Capital Management
New York
$277K – – –
KCFA
1823
Key Client Fiduciary Advisors
New Jersey
$276K +$863 +5 +0.3%
HWM
1824
HFR Wealth Management
New York
$276K – – –
OL
1825
Optas LLC
Texas
$276K +$305K +1,768 New
71 72
73
74 75