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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
TCG
2026
Transcendent Capital Group
Oklahoma
$167K +$161K +1,062 New
CCM
2027
Chilton Capital Management
Texas
$167K +$84.2K +557 +111%
MSFP
2028
Mark Sheptoff Financial Planning
Connecticut
$165K – – –
USB
2029
Union Savings Bank
Connecticut
$163K – – –
CYG
2030
Clean Yield Group
Vermont
$161K – – –
ADL
2031
Asset Dedication LLC
California
$160K +$1.36K +9 +0.9%
CB
2032
CNB Bank
Pennsylvania
$160K -$23.7K -157 -13%
PCWA
2033
Pacific Capital Wealth Advisors
California
$158K +$152K +1,007 New
CCM
2034
CAAS Capital Management
New York
$157K +$151K +1,000 New
A
2035
AJOVista
Massachusetts
$156K +$150K +990 New
C
2036
Covestor
United Kingdom
$154K +$11.8K +78 +9%
KFI
2037
Key Financial Inc
Pennsylvania
$154K -$50.5K -334 -25%
GG
2038
Greenwood Gearhart
Arkansas
$152K +$146K +965 New
DCM
2039
Davis Capital Management
Florida
$151K +$145K +960 New
USGIU
2040
U.S. Global Investors (USGI)
Texas
$147K +$41.1K +272 +41%
WIM
2041
Westside Investment Management
California
$144K -$4.38K -29 -3%
MG
2042
MilWealth Group
Wisconsin
$144K – – –
RFA
2043
Resurgent Financial Advisors
Georgia
$144K -$30.8K -204 -18%
GFPC
2044
Global Financial Private Client
Florida
$143K -$21K -139 -13%
EDRH
2045
Edmond de Rothschild Holding
Switzerland
$142K – – –
HCM
2046
Highlander Capital Management
New Jersey
$142K – – –
MCM
2047
MV Capital Management
Maryland
$140K +$27.8K +184 +26%
RFG
2048
RFP Financial Group
Georgia
$138K – – –
TFA
2049
Toth Financial Advisory
Virginia
$136K -$2.42K -16 -2%
PH
2050
Pinnacle Holdings
Oklahoma
$136K -$6.2K -41 -5%
80 81
82
83 84