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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
RS
1901
R Squared
Hong Kong
$226K +$236K +1,796 New
WPA
1902
West Paces Advisors
Georgia
$226K -$27.6K -210 -10%
RWA
1903
Redhawk Wealth Advisors
Minnesota
$226K -$32.4K -246 -12%
GF
1904
Gimbal Financial
Indiana
$226K -$263 -2 -0.1%
OAM
1905
Oak Asset Management
California
$225K – – –
PB
1906
Pinnacle Bancorp
Nebraska
$225K -$5.92K -45 -2%
LWM
1907
Lodestone Wealth Management
Washington
$225K +$2.63K +20 +1%
SFG
1908
Sather Financial Group
Texas
$224K – – –
FA
1909
FDx Advisors
Illinois
$224K -$7.5K -57 -3%
KCM
1910
Kathmere Capital Management
Pennsylvania
$223K +$26.5K +201 +13%
AG
1911
AlTi Global
New York
$223K -$79.4K -603 -25%
NRG
1912
Nemes Rush Group
Michigan
$223K -$1.25M -9,524 -84%
AWM
1913
Accredited Wealth Management
Kentucky
$223K +$233K +1,768 New
UF
1914
Univest Financial
Pennsylvania
$223K -$93.6K -711 -29%
FWM
1915
Forza Wealth Management
Florida
$223K +$2.24K +17 +1%
BCA
1916
Bray Capital Advisors
Florida
$222K +$1.45K +11 +0.6%
SWA
1917
Stratos Wealth Advisors
Ohio
$222K -$162K -1,234 -41%
IF
1918
Integrity Financial
Wyoming
$221K -$13.2K -100 -5%
EWM
1919
Evermay Wealth Management
Virginia
$221K -$122K -925 -35%
AF
1920
Advisornet Financial
Minnesota
$219K -$11.1K -84 -5%
HCM
1921
Hudson Capital Management
New Jersey
$219K – – –
LIA
1922
LBMC Investment Advisors
Tennessee
$219K +$5K +38 +2%
PCP
1923
Proficio Capital Partners
Massachusetts
$219K +$228K +1,735 New
TLA
1924
Tanglewood Legacy Advisors
Texas
$219K – – –
MPW
1925
MA Private Wealth
California
$218K – – –
75 76
77
78 79