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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1951
Acorns Advisers
California
$205K +$214K +1,629 New
LB
1952
Legacy Bridge
Iowa
$204K – – –
WIP
1953
WealthCare Investment Partners
Rhode Island
$204K +$9.74K +74 +5%
PA
1954
PharVision Advisers
Florida
$204K +$212K +1,614 New
CC
1955
Callan Capital
California
$203K -$49.6K -377 -19%
TIA
1956
Tandem Investment Advisors
South Carolina
$203K -$6.58K -50 -3%
QFA
1957
Quantum Financial Advisors
California
$203K -$23.2K -176 -10%
AWM
1958
Avior Wealth Management
Nebraska
$203K -$109K -830 -34%
FFP
1959
FourThought Financial Partners
Florida
$202K +$211K +1,603 New
AGWCA
1960
Annis Gardner Whiting Capital Advisors
Florida
$202K -$95.7K -727 -31%
MCM
1961
Mill Capital Management
North Carolina
$202K – – –
CLOS
1962
Compagnie Lombard Odier SCmA
Switzerland
$202K +$209K +1,591 +17,678%
NLP
1963
Next Level Private
New York
$202K – – –
MWA
1964
MN Wealth Advisors
Kansas
$200K -$1.84K -14 -0.9%
KA
1965
Kercheville Advisors
Texas
$200K +$6.58K +50 +3%
VC
1966
Vestor Capital
Illinois
$199K +$27.6K +210 +15%
BC
1967
Broadwater Capital
Massachusetts
$197K – – –
WSCM
1968
Wellington Shields Capital Management
New York
$197K – – –
CWM
1969
CarsonAllaria Wealth Management
Illinois
$196K +$63.3K +481 +45%
SCA
1970
Stuart Chaussee & Associates
California
$194K – – –
MCAI
1971
Members Capital Advisors Inc
Wisconsin
$187K – – –
CWP
1972
Concord Wealth Partners
Virginia
$186K -$725K -5,508 -79%
PA
1973
PSI Advisors
Florida
$184K +$159K +1,207 +485%
SAS
1974
Spurstone Advisory Services
Connecticut
$183K +$191K +1,453 New
SPF
1975
South Plains Financial
Texas
$180K +$188K +1,425 New
77 78
79
80 81