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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2026
Shakespeare Wealth Management
Wisconsin
$213K – – –
AA
2027
Advisory Alpha
Michigan
$213K +$211K +1,188 New
CW
2028
CIC Wealth
Maryland
$212K +$178 +1 +0.1%
BBW
2029
Blue Barn Wealth
Utah
$211K -$19K -107 -8%
OWA
2030
Opal Wealth Advisors
New York
$211K -$6.21K -35 -3%
WBC
2031
West Branch Capital
Massachusetts
$211K +$1.42K +8 +0.7%
KCM
2032
KRS Capital Management
Michigan
$210K -$136K -767 -40%
FPB
2033
First PREMIER Bank
South Dakota
$210K -$12.4K -70 -6%
CAG
2034
Crestwood Advisors Group
Massachusetts
$209K +$207K +1,167 New
CA
2035
CGN Advisors
Kansas
$209K -$1.78K -10 -0.9%
MS
2036
Maven Securities
Jersey
$209K -$49.5K -279 -19%
ET
2037
Equitable Trust
Tennessee
$208K – – –
KWA
2038
KCS Wealth Advisory
California
$208K -$117K -661 -36%
CST
2039
Charles Schwab Trust
Nevada
$207K -$3.73K -21 -2%
FOA
2040
Five Oceans Advisors
California
$207K +$7.28K +41 +4%
CAL
2041
Capital Advisors Ltd
Ohio
$206K -$9.05K -51 -4%
LA
2042
LVW Advisors
New York
$205K -$534K -3,005 -72%
BDFN
2043
Bond & Devick Financial Network
Minnesota
$205K -$1.78K -10 -0.9%
MA
2044
MONECO Advisors
Connecticut
$204K -$135K -760 -40%
AWM
2045
Act Wealth Management
Texas
$204K -$7.1K -40 -3%
BWM
2046
Baystate Wealth Management
Massachusetts
$204K +$108K +610 +116%
WG
2047
Welch Group
Alabama
$204K -$178 -1 -0.1%
HIC
2048
Holderness Investments Company
North Carolina
$204K -$888 -5 -0.4%
IWN
2049
Independent Wealth Network
Iowa
$203K +$710 +4 +0.4%
GWS
2050
Glassman Wealth Services
Virginia
$203K -$56.8K -320 -22%
80 81
82
83 84