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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1826
Drake & Associates
Wisconsin
$287K – – –
SN
1827
Sittner & Nelson
Oregon
$284K -$15.3K -101 -5%
LEA
1828
Legacy Edge Advisors
New York
$284K +$273K +1,806 New
FA
1829
Fiducient Advisors
Illinois
$284K +$273K +1,805 New
FEM
1830
Fulcrum Equity Management
Texas
$283K -$43.5K -288 -14%
AFP
1831
Alpha Financial Partners
Kentucky
$282K +$30.5K +202 +13%
PTP
1832
Platform Technology Partners
New York
$282K +$8.01K +53 +3%
ST
1833
Somerset Trust
Pennsylvania
$281K -$69.1K -457 -20%
CWM
1834
Calamos Wealth Management
Illinois
$281K +$4.99K +33 +2%
GF
1835
Gimbal Financial
Indiana
$281K +$270K +1,785 New
MFGM
1836
Marshall Financial Group (Maryland)
Maryland
$279K -$9.68K -64 -3%
NPT
1837
National Philanthropic Trust
Pennsylvania
$279K +$268K +1,775 New
T
1838
TNF
Montana
$278K -$2.27K -15 -0.8%
CF
1839
Copperwynd Financial
Arizona
$278K +$3.17K +21 +1%
CIC
1840
Chilton Investment Company
Connecticut
$277K -$137K -906 -34%
CWM
1841
Cahaba Wealth Management
Georgia
$276K -$14.4K -95 -5%
CP
1842
Castleview Partners
Texas
$275K +$10.4K +69 +4%
LWM
1843
Lodestone Wealth Management
Washington
$274K +$5.59K +37 +2%
CRC
1844
Curi RMB Capital
Illinois
$273K -$80.6K -533 -23%
SSA
1845
Schonfeld Strategic Advisors
New York
$273K -$14.5M -95,732 -98%
TLA
1846
Tanglewood Legacy Advisors
Texas
$273K -$8.92K -59 -3%
LA
1847
LexAurum Advisors
Kansas
$273K +$28.7K +190 +12%
MPW
1848
MA Private Wealth
California
$272K – – –
SEP
1849
Southland Equity Partners
Missouri
$272K +$13.5K +89 +5%
FTIS
1850
First Trust Investment Solutions
Florida
$272K +$262K +1,731 New
72 73
74
75 76