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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
2026
CIC Wealth
Maryland
$212K +$178 +1 +0.1%
BBW
2027
Blue Barn Wealth
Utah
$211K -$19K -107 -8%
OWA
2028
Opal Wealth Advisors
New York
$211K -$6.21K -35 -3%
WBC
2029
West Branch Capital
Massachusetts
$211K +$1.42K +8 +0.7%
KCM
2030
KRS Capital Management
Michigan
$210K -$136K -767 -40%
FPB
2031
First PREMIER Bank
South Dakota
$210K -$12.4K -70 -6%
CAG
2032
Crestwood Advisors Group
Massachusetts
$209K +$207K +1,167 New
CA
2033
CGN Advisors
Kansas
$209K -$1.78K -10 -0.9%
MS
2034
Maven Securities
Jersey
$209K -$49.5K -279 -19%
ET
2035
Equitable Trust
Tennessee
$208K – – –
KWA
2036
KCS Wealth Advisory
California
$208K -$117K -661 -36%
CST
2037
Charles Schwab Trust
Nevada
$207K -$3.73K -21 -2%
FOA
2038
Five Oceans Advisors
California
$207K +$7.28K +41 +4%
CAL
2039
Capital Advisors Ltd
Ohio
$206K -$9.05K -51 -4%
LA
2040
LVW Advisors
New York
$205K -$534K -3,005 -72%
BDFN
2041
Bond & Devick Financial Network
Minnesota
$205K -$1.78K -10 -0.9%
MA
2042
MONECO Advisors
Connecticut
$204K -$135K -760 -40%
AWM
2043
Act Wealth Management
Texas
$204K -$7.1K -40 -3%
BWM
2044
Baystate Wealth Management
Massachusetts
$204K +$108K +610 +116%
WG
2045
Welch Group
Alabama
$204K -$178 -1 -0.1%
HIC
2046
Holderness Investments Company
North Carolina
$204K -$888 -5 -0.4%
IWN
2047
Independent Wealth Network
Iowa
$203K +$710 +4 +0.4%
GWS
2048
Glassman Wealth Services
Virginia
$203K -$56.8K -320 -22%
NFP
2049
Narus Financial Partners
Utah
$202K +$6.75K +38 +3%
JFG
2050
Jefferies Financial Group
New York
$197K -$3.5M -19,686 -95%
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