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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
IAM
1851
Innovis Asset Management
Illinois
$263K +$4.49K +26 +2%
MKC
1852
M. Kraus & Co
Vermont
$262K -$2.59K -15 -0.9%
MC
1853
Montag & Caldwell
Georgia
$262K – – –
RA
1854
Rational Advisors
New York
$262K -$105K -606 -26%
HC
1855
Hamilton Capital
Ohio
$262K -$30.9K -179 -10%
CP
1856
Castleview Partners
Texas
$261K +$15.7K +91 +6%
QFA
1857
Quantum Financial Advisors
California
$261K +$59.5K +345 +26%
KP
1858
Keel Point
Alabama
$260K -$86.1K -499 -23%
FA
1859
Faithward Advisors
Pennsylvania
$260K -$34.2K -198 -10%
SL
1860
Salomon & Ludwin
Virginia
$260K -$5.87K -34 -2%
SMWM
1861
Silvia McColl Wealth Management
California
$260K – – –
SNBOSD
1862
Security National Bank of So Dak
Iowa
$259K -$17.3K -100 -6%
FL
1863
Fort LP
Maryland
$257K +$21.6K +125 +8%
SEP
1864
Southland Equity Partners
Missouri
$256K +$12.8K +74 +5%
WDC
1865
Woodward Diversified Capital
California
$254K +$281K +1,628 New
OWA
1866
Opal Wealth Advisors
New York
$253K +$77K +446 +38%
CWM
1867
Centurion Wealth Management
Virginia
$253K +$32.8K +190 +13%
EM
1868
ELCO Management
New York
$253K +$46.3K +268 +20%
MG
1869
Marex Group
$253K -$250K -1,446 -47%
GSC
1870
Grey Street Capital
Illinois
$251K – – –
MHR
1871
Matthew Hamilton Rosenberg
$250K +$10.4K +60 +4%
SFG
1872
Sunburst Financial Group
Alabama
$249K -$1.04K -6 -0.4%
AF
1873
Advisornet Financial
Minnesota
$248K -$918K -5,320 -77%
TAM
1874
Tucker Asset Management
Colorado
$248K +$37.5K +217 +16%
1WA
1875
180 Wealth Advisors
Washington
$248K -$13.3K -77 -5%
73 74
75
76 77