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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
2026
Gen-Wealth Partners
Michigan
$31.2K +$2.23K +17 +8%
SC
2027
Stephens Consulting
Michigan
$30.4K -$6.04K -46 -17%
TWD
2028
True Wealth Design
Ohio
$29.2K +$22.5K +171 +398%
WI
2029
Wintrust Investments
Illinois
$29K -$209K -1,591 -88%
HFS
2030
HBC Financial Services
Washington
$29K +$263 +2 +0.9%
MWM
2031
Mascoma Wealth Management
New Hampshire
$28.7K -$7.09K -54 -20%
FRA
2032
Front Row Advisors
California
$28.6K -$1.44K -11 -5%
CA
2033
Crewe Advisors
Utah
$28.5K -$118K -901 -81%
MFG
2034
Mendota Financial Group
Wisconsin
$27.7K -$21.4K -163 -45%
CWM
2035
Cedar Wealth Management
California
$27.5K – – –
PSB
2036
Piscataqua Savings Bank
New Hampshire
$27.3K – – –
SNB
2037
Security National Bank
Nebraska
$27.3K – – –
GWMI
2038
Guardian Wealth Management (Illinois)
Illinois
$27.3K +$263 +2 +1%
HB
2039
Horizon Bancorp
Indiana
$26K -$788 -6 -3%
MFT
2040
Moisand Fitzgerald Tamayo
Florida
$25.9K – – –
GWSG
2041
GPS Wealth Strategies Group
Colorado
$25.8K -$259K -1,972 -91%
FDCP
2042
Foster Dykema Cabot & Partners
Massachusetts
$25.4K +$24.4K +186 New
CCM
2043
Chilton Capital Management
Texas
$25K +$5.38K +41 +29%
W
2044
WealthCollab
Washington
$24.7K -$2.63K -20 -10%
JGCM
2045
Joseph Group Capital Management
Ohio
$24.5K – – –
RA
2046
Rational Advisors
New York
$24.1K -$5.91K -45 -20%
BIC
2047
Beach Investment Counsel
Pennsylvania
$24K – – –
EAM
2048
Empirical Asset Management
Massachusetts
$23.7K -$3.15K -24 -0.2%
GA
2049
GoalVest Advisory
New York
$22.8K – – –
BFPW
2050
BOK Financial Private Wealth
Colorado
$22.4K +$10.6K +81 +98%
80 81
82
83 84