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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
2026
Financial Perspectives
Minnesota
$40.1K – – –
SC
2027
Stephens Consulting
Michigan
$36.8K +$6.59K +46 +21%
GC
2028
Gould Capital
Washington
$36.4K – – –
MWM
2029
Mascoma Wealth Management
New Hampshire
$36.1K -$123K -859 -76%
SL
2030
Salomon & Ludwin
Virginia
$35.3K -$159K -1,108 -81%
RFG
2031
REAP Financial Group
Texas
$35K -$573 -4 -2%
CCA
2032
Criterion Capital Advisors
Tennessee
$34.6K – – –
TIM
2033
Tortoise Investment Management
New York
$33.8K +$22.2K +155 +168%
SWP
2034
SIMA Wealth Partners
Virginia
$33.1K +$34.6K +242 New
GKIM
2035
GW&K Investment Management
Massachusetts
$33K -$859 -6 -2%
AWM
2036
Abound Wealth Management
Tennessee
$32.9K -$1.29K -9 -4%
KFS
2037
Kelly Financial Services
Massachusetts
$32.6K +$1.43K +10 +4%
JGIA
2038
Jackson Grant Investment Advisers
Connecticut
$32.4K – – –
PP
2039
Pacifica Partners
Canada
$32.1K +$3.15K +22 +10%
CA
2040
Centerpoint Advisors
Massachusetts
$32K +$25.1K +175 +292%
RTC
2041
Riverview Trust Company
Washington
$31.7K +$33.2K +232 New
RA
2042
Rational Advisors
New York
$30.4K -$64K -447 -67%
FRA
2043
Front Row Advisors
California
$30.2K – – –
GWP
2044
Gen-Wealth Partners
Michigan
$29.6K -$14.3K -100 -32%
OIAM
2045
OFI Invest Asset Management
France
$29.4K +$5.58K +39 +20%
HFS
2046
HBC Financial Services
Washington
$28K +$143 +1 +0.5%
CWM
2047
Cedar Wealth Management
California
$27.6K -$20.3K -142 -41%
TCM
2048
TruNorth Capital Management
Michigan
$27.6K +$28.9K +202 New
W
2049
WealthCollab
Washington
$27.5K – – –
PSB
2050
Piscataqua Savings Bank
New Hampshire
$27.4K – – –
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