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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1876
Derbend Asset Management
Georgia
$229K -$19.3K -106 -8%
HHGA
1877
Halbert Hargrove Global Advisors
California
$229K +$4.38K +24 +2%
W
1878
Wealthquest
Ohio
$228K – – –
SEP
1879
Southland Equity Partners
Missouri
$228K +$5.11K +28 +2%
ACP
1880
Aveo Capital Partners
Colorado
$227K -$8.21K -45 -3%
SB
1881
Sunflower Bank
Texas
$226K -$473K -2,595 -68%
OBWG
1882
Onyx Bridge Wealth Group
New York
$226K -$112K -616 -34%
BHBT
1883
Burke & Herbert Bank & Trust
Virginia
$226K -$16.2K -89 -7%
MWP
1884
Madison Wealth Partners
Wisconsin
$226K +$1.46K +8 +0.7%
HFP
1885
Holistic Financial Partners
Indiana
$225K -$53.3K -292 -19%
MA
1886
Mezzasalma Advisors
New Jersey
$225K +$12.4K +68 +6%
FWA
1887
FSM Wealth Advisors
Ohio
$225K +$209K +1,145 New
HFW
1888
Horizon Family Wealth
Illinois
$224K -$6.57K -36 -3%
NFG
1889
Nadler Financial Group
Illinois
$224K -$3.83K -21 -2%
TC
1890
Trust Company
Kansas
$224K -$2.19K -12 -1%
RWA
1891
Redmont Wealth Advisors
Illinois
$224K – – –
WFS
1892
Walker Financial Services
Kentucky
$224K +$1.82K +10 +0.8%
ISWM
1893
Independent Solutions Wealth Management
New York
$223K +$46.3K +254 +26%
WA
1894
Waverly Advisors
Alabama
$221K -$24.3K -133 -10%
BPFA
1895
Barnes Pettey Financial Advisors
Mississippi
$221K – – –
KWS
1896
Keystone Wealth Services
California
$220K -$12.6K -69 -5%
WAOTB
1897
Wealth Advisors of Tampa Bay
Florida
$219K – – –
CA
1898
Calton & Associates
Florida
$218K -$27.9K -153 -11%
BAS
1899
Brown Advisory Securities
Maryland
$218K +$9.3K +51 +4%
BFG
1900
Berger Financial Group
Minnesota
$217K -$18.8K -103 -8%
74 75
76
77 78