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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CD
1951
Chapin Davis
Maryland
$251K +$237K +1,294 New
TIA
1952
Tiemann Investment Advisors
California
$251K -$10.1K -55 -4%
HI
1953
Hudock Inc
Pennsylvania
$251K +$1.28K +7 +0.5%
BBW
1954
Blue Barn Wealth
Utah
$249K -$36.7K -200 -13%
APG
1955
Abacus Planning Group
South Carolina
$249K +$6.42K +35 +3%
HWA
1956
Heartwood Wealth Advisors
Virginia
$249K +$24K +131 +11%
LB
1957
Leo Brokerage
Texas
$248K +$234K +1,276 New
DAM
1958
Derbend Asset Management
Georgia
$246K +$2.02K +11 +0.9%
MWP
1959
Madison Wealth Partners
Wisconsin
$246K +$1.47K +8 +0.6%
KFI
1960
Key Financial Inc
Pennsylvania
$246K – – –
CST
1961
Charles Schwab Trust
Nevada
$245K +$232K +1,263 New
MFS
1962
Mirabella Financial Services
United Kingdom
$244K +$231K +1,260 New
SF
1963
Symphony Financial
Texas
$244K -$4.22K -23 -2%
CCFM
1964
Clear Creek Financial Management
Washington
$244K +$231K +1,257 New
FEM
1965
Fulcrum Equity Management
Texas
$244K +$231K +1,257 New
W
1966
Wealthquest
Ohio
$243K -$22K -120 -9%
KWS
1967
Keystone Wealth Services
California
$243K +$1.83K +10 +0.8%
GSC
1968
Grey Street Capital
Illinois
$243K +$230K +1,252 New
NPA
1969
Nichols & Pratt Advisers
Massachusetts
$242K – – –
AWM
1970
Avior Wealth Management
Nebraska
$242K +$5.87K +32 +3%
XT
1971
XTX Topco
Cayman Islands
$242K +$229K +1,246 New
MAM
1972
Meeder Asset Management
Ohio
$242K -$359K -1,956 -61%
PB
1973
Pinnacle Bancorp
Nebraska
$241K – – –
FPB
1974
First PREMIER Bank
South Dakota
$241K -$13.8K -75 -6%
NCM
1975
Northside Capital Management
Oregon
$241K -$68.8K -375 -23%
77 78
79
80 81