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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SPI
2026
Santori & Peters Inc
Pennsylvania
– -$259K -1,639 Closed
LWM
2027
Laidlaw Wealth Management
New York
– -$269K -1,599 Closed
TNBTD
2028
Trustmark National Bank Trust Department
Mississippi
– -$261K -1,552 Closed
CRC
2029
Curi RMB Capital
Illinois
– -$255K -1,515 Closed
WCM
2030
Wisconsin Capital Management
Wisconsin
– -$252K -1,495 Closed
DIM
2031
Delta Investment Management
California
– -$250K -1,487 Closed
AA
2032
AQR Arbitrage
Connecticut
– -$243K -1,463 Closed
CLOS
2033
Compagnie Lombard Odier SCmA
Switzerland
– -$242K -1,440 Closed
JFL
2034
Jarislowsky, Fraser Ltd
Quebec, Canada
– -$237K -1,410 Closed
HWA
2035
HCR Wealth Advisors
California
– -$235K -1,393 Closed
OA
2036
Oxbow Advisors
Texas
– -$234K -1,391 Closed
KP
2037
Keel Point
Alabama
– -$232K -1,379 Closed
HFP
2038
Holistic Financial Partners
Indiana
– -$228K -1,353 Closed
EB
2039
Eastern Bank
Massachusetts
– -$227K -1,345 Closed
MWPCG
2040
Measured Wealth Private Client Group
New Hampshire
– -$213K -1,264 Closed
EWP
2041
Engrave Wealth Partners
Texas
– -$206K -1,260 Closed
OWA
2042
Opal Wealth Advisors
New York
– -$212K -1,260 Closed
MS
2043
Maven Securities
Jersey
– -$200K -1,236 Closed
HAS
2044
HBW Advisory Services
California
– -$207K -1,232 Closed
SFG
2045
Summit Financial Group
West Virginia
– -$203K -1,208 Closed
CCM
2046
CAAS Capital Management
New York
– -$194K -1,200 Closed
AL
2047
AJO LP
Pennsylvania
– -$167K -997 Closed
CWM
2048
Curi Wealth Management
North Carolina
– -$158K -944 Closed
CTFG
2049
Capstone Triton Financial Group
Oklahoma
– -$115K -683 Closed
PS
2050
Planned Solutions
California
– -$112K -667 Closed
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