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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
2026
Lee Financial
Texas
$144K +$692 +4 +0.5%
FFA
2027
Fairfield Financial Advisors
Massachusetts
$144K -$51.9K -300 -27%
CB
2028
CNB Bank
Pennsylvania
$143K – – –
TWA
2029
Tandem Wealth Advisors
Arizona
$142K +$142K +818 New
HIM
2030
Hillsdale Investment Management
Ontario, Canada
$142K – – –
CWM
2031
CarsonAllaria Wealth Management
Illinois
$140K +$519 +3 +0.4%
USGIU
2032
U.S. Global Investors (USGI)
Texas
$139K -$3.63K -21 -3%
LS
2033
Leelyn Smith
Illinois
$134K +$70.5K +407 +113%
TFA
2034
Toth Financial Advisory
Virginia
$133K +$1.9K +11 +1%
AA
2035
Addison Advisors
Vermont
$132K +$9.52K +55 +8%
JWM
2036
Janiczek Wealth Management
Colorado
$126K +$12.8K +74 +12%
EI
2037
Ellevest Inc
New York
$123K +$346 +2 +0.3%
MAWCM
2038
Mine & Arao Wealth Creation & Management
California
$121K +$346 +2 +0.3%
MTIC
2039
Missouri Trust & Investment Company
Missouri
$119K – – –
CT
2040
Clearstead Trust
Maine
$117K +$346 +2 +0.3%
TFGT
2041
TS Financial Group (TSFG)
Illinois
$116K +$38.3K +221 +50%
IWP
2042
IAG Wealth Partners
Wisconsin
$111K -$2.6K -15 -2%
RWM
2043
Raffa Wealth Management
District of Columbia
$111K – – –
HFS
2044
HBC Financial Services
Washington
$105K +$26.1K +151 +34%
HCM
2045
Highlander Capital Management
New Jersey
$104K – – –
RCG
2046
Rock Creek Group
District of Columbia
$104K -$27.7K -160 -21%
FCB
2047
First Command Bank
Texas
$103K -$15.9K -92 -13%
FCFS
2048
First Command Financial Services
Texas
$103K -$15.9K -92 -13%
GPI
2049
General Partner Inc
Pennsylvania
$100K +$99.7K +576 New
MA
2050
MCF Advisors
Kentucky
$99.4K -$21.6K -125 -18%
80 81
82
83 84