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UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2026
HHM Wealth Advisors
Tennessee
$214K +$19.1K +104 +10%
ATFA
2027
All Terrain Financial Advisors
Minnesota
$213K +$202K +1,100 New
HZ
2028
Hixon Zuercher
Ohio
$213K +$202K +1,100 New
WFG
2029
Wills Financial Group
Virginia
$213K +$202K +1,100 New
AIM
2030
AMI Investment Management
Indiana
$213K +$202K +1,100 New
GFPC
2031
Global Financial Private Client
Florida
$213K +$10.3K +56 +5%
CBFP
2032
Cedar Brook Financial Partners
Ohio
$212K +$200K +1,092 New
CHA
2033
Carmichael Hill & Associates
Maryland
$212K – – –
EDRH
2034
Edmond de Rothschild Holding
Switzerland
$211K -$122K -663 -38%
1W
2035
1776 Wealth
Georgia
$211K +$200K +1,088 New
MCP
2036
Mirador Capital Partners
California
$211K +$200K +1,088 New
FA
2037
Faithward Advisors
Pennsylvania
$211K +$227K +1,239 New
NFP
2038
Narus Financial Partners
Utah
$211K +$199K +1,087 New
FL
2039
Fort LP
Maryland
$209K +$198K +1,079 New
WAM
2040
WNY Asset Management
New York
$209K +$198K +1,078 New
VC
2041
Veracity Capital
Georgia
$209K +$198K +1,077 New
JC
2042
JB Capital
Connecticut
$208K +$197K +1,075 New
TWP
2043
Tempus Wealth Planning
California
$208K -$15.4K -84 -7%
RZH
2044
Relyea Zuckerberg Hanson
Connecticut
$208K +$196K +1,070 New
CNB
2045
Camden National Bank
Maine
$207K +$196K +1,069 New
GCA
2046
Gradient Capital Advisors
California
$207K +$196K +1,067 New
MWP
2047
Meredith Wealth Planning
Illinois
$207K +$196K +1,066 New
BA
2048
Bard Associates
Illinois
$206K +$195K +1,064 New
TC
2049
Trilogy Capital
California
$205K +$194K +1,057 New
TCM
2050
True Capital Management
California
$205K +$194K +1,057 New
80 81
82
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