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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
FCT
2026
First Community Trust
Iowa
$13.9K -$104K -1,000 -89%
DFC
2027
DB Fitzpatrick & Co
Idaho
$13.9K – – –
Q1WB
2028
Quest 10 Wealth Builders
Virginia
$13.5K +$8.84K +85 +207%
MGI
2029
Miller Global Investments
Texas
$12.5K – – –
BHWM
2030
Bay Harbor Wealth Management
Maryland
$11.5K +$3.33K +32 +43%
CFM
2031
Cornerstone Financial Management
Massachusetts
$11.1K +$4.68K +45 +78%
PWA
2032
Provenance Wealth Advisors
Florida
$11.1K +$10.7K +103 New
SFG
2033
Strive Financial Group
Indiana
$10.8K +$104 +1 +1%
BFS
2034
Burkett Financial Services
South Carolina
$10.8K +$208 +2 +2%
AEPWM
2035
Atlantic Edge Private Wealth Management
Florida
$10.8K – – –
MO
2036
McMillan Office
Michigan
$10.8K – – –
ATC
2037
Advantage Trust Company
Kansas
$10.8K +$10.4K +100 New
SC
2038
Stance Capital
Massachusetts
$10.8K +$10.4K +100 New
VWA
2039
Valued Wealth Advisors
Utah
$10.7K +$4.47K +43 +75%
KG
2040
Kilter Group
New York
$10.6K -$2.5K -24 -20%
EI
2041
EFG International
$10.6K +$3.02K +29 +41%
KB
2042
Kimelman & Baird
New York
$10.6K -$416 -4 -4%
HNW
2043
High Note Wealth
Minnesota
$10.2K +$2.91K +28 +42%
GWP
2044
Gen-Wealth Partners
Michigan
$10.1K -$4.37K -42 -31%
PWMG
2045
Private Wealth Management Group
New Jersey
$9.78K +$624 +6 +7%
SIM
2046
Sims Investment Management
Ohio
$9.68K +$9.36K +90 New
MHR
2047
Matthew Hamilton Rosenberg
$9.57K -$104 -1 -1%
MFS
2048
Montgomery Financial Services
Maryland
$9.03K +$8.73K +84 New
YP
2049
YANKCOM Partnership
South Dakota
$8.92K – – –
NAMP
2050
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$8.61K +$7.8K +75 New
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