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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
GF
1801
Gimbal Financial
Indiana
$248K +$919 +7 +0.4%
DPW
1802
DiNuzzo Private Wealth
Pennsylvania
$248K +$232K +1,768 +3,608%
LTI
1803
Laffer Tengler Investments
Tennessee
$248K -$13.9K -106 -6%
IAS
1804
Investment Advisory Services
Texas
$247K -$7.48K -57 -3%
BCM
1805
Buckhead Capital Management
Georgia
$247K +$238K +1,812 New
TPWA
1806
TRUE Private Wealth Advisors
Oregon
$247K -$12.1K -92 -5%
PPC
1807
Park Place Capital
Alabama
$246K -$77.6K -591 -25%
GFL
1808
Granite FO LLC
New Hampshire
$245K +$236K +1,800 New
CPW
1809
Crestmont Private Wealth
Texas
$245K +$7.88K +60 +3%
OAM
1810
Oak Asset Management
California
$244K – – –
QFA
1811
Quantum Financial Advisors
California
$243K +$38.5K +293 +20%
SFG
1812
Sather Financial Group
Texas
$243K – – –
GLA
1813
Great Lakes Advisors
Illinois
$242K -$95.4K -727 -29%
LWM
1814
Lodestone Wealth Management
Washington
$241K -$10.2K -78 -4%
BCA
1815
Bray Capital Advisors
Florida
$239K +$1.58K +12 +0.7%
FWM
1816
Forza Wealth Management
Florida
$239K – – –
OL
1817
Optas LLC
Texas
$238K -$28.5K -217 -11%
HCM
1818
Hudson Capital Management
New Jersey
$237K -$9.19K -70 -4%
WC
1819
Wynn Capital
Georgia
$237K +$228K +1,735 New
TLA
1820
Tanglewood Legacy Advisors
Texas
$236K – – –
MPW
1821
MA Private Wealth
California
$236K – – –
LIA
1822
LBMC Investment Advisors
Tennessee
$232K +$2.36K +18 +1%
ITIM
1823
Indiana Trust & Investment Management
Indiana
$231K -$22.1K -168 -9%
CFO
1824
CVA Family Office
Colorado
$230K -$13.9K -106 -6%
EIG
1825
Ellenbecker Investment Group
Wisconsin
$230K +$222K +1,688 New
71 72
73
74 75