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UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
2026
Valued Wealth Advisors
Utah
$10.7K +$4.47K +43 +75%
KG
2027
Kilter Group
New York
$10.6K -$2.5K -24 -20%
EI
2028
EFG International
$10.6K +$3.02K +29 +41%
KB
2029
Kimelman & Baird
New York
$10.6K -$416 -4 -4%
HNW
2030
High Note Wealth
Minnesota
$10.2K +$2.91K +28 +42%
GWP
2031
Gen-Wealth Partners
Michigan
$10.1K -$4.37K -42 -31%
PWMG
2032
Private Wealth Management Group
New Jersey
$9.78K +$624 +6 +7%
SIM
2033
Sims Investment Management
Ohio
$9.68K +$9.36K +90 New
MHR
2034
Matthew Hamilton Rosenberg
$9.57K -$104 -1 -1%
MFS
2035
Montgomery Financial Services
Maryland
$9.03K +$8.73K +84 New
YP
2036
YANKCOM Partnership
South Dakota
$8.92K – – –
NAMP
2037
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$8.61K +$7.8K +75 New
DWM
2038
Dogwood Wealth Management
Kansas
$8.6K +$1.98K +19 +31%
OW
2039
Olistico Wealth
Oklahoma
$8.06K – – –
EA
2040
Evolution Advisers
Virginia
$8K – – –
1IA
2041
1620 Investment Advisors
Massachusetts
$7.97K +$104 +1 +1%
WA
2042
Westfuller Advisors
New York
$7.92K +$104 +1 +1%
EAM
2043
Eukles Asset Management
Ohio
$7.85K – – –
CCMI
2044
Creative Capital Management Investments
California
$7.63K +$7.38K +71 New
NSG
2045
Nalls Sherbakoff Group
Tennessee
$7.62K – – –
GC
2046
Gould Capital
Washington
$7.53K – – –
BIA
2047
Bell Investment Advisors
California
$6.99K -$1.04K -10 -13%
FMB
2048
Field & Main Bank
Kentucky
$6.99K – – –
TIM
2049
Thompson Investment Management
Wisconsin
$6.88K – – –
GFA
2050
Godfrey Financial Associates
New York
$6.67K – – –
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