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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
TCB
1801
Texas Capital Bancshares
Texas
$252K -$8.73K -61 -3%
RPWA
1802
Regent Peak Wealth Advisors
Georgia
$251K -$184K -1,288 -41%
SPWM
1803
Schrum Private Wealth Management
Florida
$250K -$4.44K -31 -2%
CF
1804
Copperwynd Financial
Arizona
$249K +$17.8K +124 +7%
CFD
1805
Creative Financial Designs
Indiana
$247K +$34.2K +239 +15%
HCM
1806
Hudson Capital Management
New Jersey
$247K -$3.2M -22,371 -93%
RDWM
1807
Red Door Wealth Management
Tennessee
$247K -$3.85M -26,907 -94%
WI
1808
Wintrust Investments
Illinois
$247K +$1.86K +13 +0.7%
GF
1809
Gimbal Financial
Indiana
$247K – – –
CFO
1810
CVA Family Office
Colorado
$246K -$32.4K -226 -11%
PIA
1811
Perennial Investment Advisors
California
$245K +$5.15K +36 +2%
PCP
1812
Proficio Capital Partners
Massachusetts
$245K -$13.9K -97 -5%
OAM
1813
Oak Asset Management
California
$244K -$30.8K -215 -11%
CCG
1814
Catalina Capital Group
California
$244K -$15.3K -107 -6%
SFG
1815
Sather Financial Group
Texas
$243K -$28.6K -200 -10%
AWM
1816
Accel Wealth Management
Iowa
$243K +$1.15K +8 +0.5%
PA
1817
PFG Advisors
Arizona
$242K +$253K +1,769 New
MFGM
1818
Marshall Financial Group (Maryland)
Maryland
$240K -$1.29K -9 -0.5%
FWM
1819
Forza Wealth Management
Florida
$239K +$9.59K +67 +4%
FFWM
1820
Future Financial Wealth Management
Ohio
$239K +$143K +1,000 +134%
DF
1821
Dunhill Financial
United Kingdom
$239K +$209K +1,461 +514%
BCA
1822
Bray Capital Advisors
Florida
$238K +$1.57K +11 +0.6%
CPW
1823
Crestmont Private Wealth
Texas
$238K +$249K +1,736 New
TLA
1824
Tanglewood Legacy Advisors
Texas
$237K – – –
CP
1825
Castleview Partners
Texas
$237K +$9.02K +63 +4%
71 72
73
74 75