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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
1951
Keel Point
Alabama
$237K -$19.3K -91 -8%
IWA
1952
Intercontinental Wealth Advisors
Texas
$237K – – –
ATFA
1953
All Terrain Financial Advisors
Minnesota
$236K – – –
EIM
1954
Essex Investment Management
Massachusetts
$236K – – –
HZ
1955
Hixon Zuercher
Ohio
$236K – – –
NCM
1956
Northside Capital Management
Oregon
$236K – – –
FOA
1957
Five Oceans Advisors
California
$236K +$14.9K +70 +7%
RFA
1958
Resurgent Financial Advisors
Georgia
$236K +$234K +1,101 New
PHK
1959
Point72 Hong Kong
Hong Kong
$235K +$233K +1,097 New
CRC
1960
Curi RMB Capital
Illinois
$233K -$18.5K -87 -7%
UL
1961
Unionview LLC
Washington
$233K -$425 -2 -0.2%
FA
1962
Fermata Advisors
California
$233K +$7.44K +35 +3%
SL
1963
Salomon & Ludwin
Virginia
$233K +$22.3K +105 +11%
BCA
1964
Bay Colony Advisors
Massachusetts
$233K +$28.5K +134 +14%
IIA
1965
IPG Investment Advisors
California
$233K +$231K +1,088 New
WA
1966
Wealth Advisors
California
$232K -$4.25K -20 -2%
1W
1967
1776 Wealth
Georgia
$232K – – –
AWM
1968
Avior Wealth Management
Nebraska
$231K – – –
MCP
1969
Mirador Capital Partners
California
$231K +$1.7K +8 +0.7%
NEAM
1970
New England Asset Management
Connecticut
$230K -$178K -840 -44%
IFS
1971
Ifrah Financial Services
Arkansas
$230K +$2.13K +10 +0.9%
BA
1972
Ballast Advisors
Minnesota
$230K +$2.34K +11 +1%
ADL
1973
Asset Dedication LLC
California
$229K +$11.5K +54 +5%
MAM
1974
MMA Asset Management
Pennsylvania
$229K +$23.6K +111 +10%
GA
1975
Geller Advisors
New York
$229K +$227K +1,069 New
77 78
79
80 81