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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1801
Plancorp LLC
Missouri
$252K -$6.01K -42 -2%
TCB
1802
Texas Capital Bancshares
Texas
$252K -$8.73K -61 -3%
RPWA
1803
Regent Peak Wealth Advisors
Georgia
$251K -$184K -1,288 -41%
SPWM
1804
Schrum Private Wealth Management
Florida
$250K -$4.44K -31 -2%
CF
1805
Copperwynd Financial
Arizona
$249K +$17.8K +124 +7%
CFD
1806
Creative Financial Designs
Indiana
$247K +$34.2K +239 +15%
HCM
1807
Hudson Capital Management
New Jersey
$247K -$3.2M -22,371 -93%
RDWM
1808
Red Door Wealth Management
Tennessee
$247K -$3.85M -26,907 -94%
WI
1809
Wintrust Investments
Illinois
$247K +$1.86K +13 +0.7%
GF
1810
Gimbal Financial
Indiana
$247K – – –
CFO
1811
CVA Family Office
Colorado
$246K -$32.4K -226 -11%
PIA
1812
Perennial Investment Advisors
California
$245K +$5.15K +36 +2%
PCP
1813
Proficio Capital Partners
Massachusetts
$245K -$13.9K -97 -5%
OAM
1814
Oak Asset Management
California
$244K -$30.8K -215 -11%
CCG
1815
Catalina Capital Group
California
$244K -$15.3K -107 -6%
SFG
1816
Sather Financial Group
Texas
$243K -$28.6K -200 -10%
BWM
1817
Bullock Wealth Management
Indiana
$243K -$21K -147 -8%
AWM
1818
Accel Wealth Management
Iowa
$243K +$1.15K +8 +0.5%
PA
1819
PFG Advisors
Arizona
$242K +$253K +1,769 New
MFGM
1820
Marshall Financial Group (Maryland)
Maryland
$240K -$1.29K -9 -0.5%
FWM
1821
Forza Wealth Management
Florida
$239K +$9.59K +67 +4%
FFWM
1822
Future Financial Wealth Management
Ohio
$239K +$143K +1,000 +134%
DF
1823
Dunhill Financial
United Kingdom
$239K +$209K +1,461 +514%
BCA
1824
Bray Capital Advisors
Florida
$238K +$1.57K +11 +0.6%
CPW
1825
Crestmont Private Wealth
Texas
$238K +$249K +1,736 New
71 72
73
74 75