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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
2026
Edmond de Rothschild Holding
Switzerland
$140K -$32.5K -188 -17%
HCM
2027
Highlander Capital Management
New Jersey
$140K +$51.8K +300 +50%
FPF
2028
First Pacific Financial
Washington
$139K +$12.4K +72 +9%
TFA
2029
Toth Financial Advisory
Virginia
$138K -$2.76K -16 -2%
RFG
2030
RFP Financial Group
Georgia
$137K – – –
OA
2031
Operose Advisors
Wisconsin
$134K +$93.9K +544 +171%
CA
2032
Crewe Advisors
Utah
$134K +$173 +1 +0.1%
LF
2033
Lee Financial
Texas
$132K +$863 +5 +0.6%
QC
2034
Quent Capital
New York
$128K -$128K -744 -48%
KI
2035
Kapitalo Investimentos
Brazil
$128K +$14K +81 +11%
TFGT
2036
TS Financial Group (TSFG)
Illinois
$127K +$19.9K +115 +16%
KC
2037
Kenfarb & Co
Kentucky
$125K – – –
CWM
2038
CarsonAllaria Wealth Management
Illinois
$124K -$2.93K -17 -2%
HIM
2039
Hillsdale Investment Management
Ontario, Canada
$122K +$70.8K +410 +110%
WB
2040
Webster Bank
Connecticut
$122K +$23.3K +135 +21%
PAG
2041
Paladin Advisory Group
Iowa
$117K +$1.21K +7 +0.9%
AGWCA
2042
Annis Gardner Whiting Capital Advisors
Florida
$116K +$128K +743 New
IFAM
2043
Institutional & Family Asset Management
Colorado
$115K -$39.4K -228 -24%
MCM
2044
MV Capital Management
Maryland
$110K -$47.6K -276 -28%
AP
2045
Arlington Partners
Alabama
$110K – – –
AT
2046
Arlington Trust
Alabama
$110K +$122K +706 New
MAWCM
2047
Mine & Arao Wealth Creation & Management
California
$110K +$518 +3 +0.4%
BC
2048
Belmont Capital
California
$109K +$92.2K +534 +320%
RCA
2049
Reitz Capital Advisors
Michigan
$103K +$115K +667 New
USGIU
2050
U.S. Global Investors (USGI)
Texas
$103K +$9.15K +53 +9%
80 81
82
83 84