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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
2026
Gould Capital
Washington
$31.6K -$4.46K -34 -13%
CA
2027
Claris Advisors
Missouri
$31.5K +$30.3K +231 New
GWP
2028
Gen-Wealth Partners
Michigan
$31.2K +$2.23K +17 +8%
SC
2029
Stephens Consulting
Michigan
$30.4K -$6.04K -46 -17%
TWD
2030
True Wealth Design
Ohio
$29.2K +$22.5K +171 +398%
WI
2031
Wintrust Investments
Illinois
$29K -$209K -1,591 -88%
HFS
2032
HBC Financial Services
Washington
$29K +$263 +2 +0.9%
MWM
2033
Mascoma Wealth Management
New Hampshire
$28.7K -$7.09K -54 -20%
FRA
2034
Front Row Advisors
California
$28.6K -$1.44K -11 -5%
CA
2035
Crewe Advisors
Utah
$28.5K -$118K -901 -81%
MFG
2036
Mendota Financial Group
Wisconsin
$27.7K -$21.4K -163 -45%
CWM
2037
Cedar Wealth Management
California
$27.5K – – –
PSB
2038
Piscataqua Savings Bank
New Hampshire
$27.3K – – –
SNB
2039
Security National Bank
Nebraska
$27.3K – – –
GWMI
2040
Guardian Wealth Management (Illinois)
Illinois
$27.3K +$263 +2 +1%
HB
2041
Horizon Bancorp
Indiana
$26K -$788 -6 -3%
MFT
2042
Moisand Fitzgerald Tamayo
Florida
$25.9K – – –
GWSG
2043
GPS Wealth Strategies Group
Colorado
$25.8K -$259K -1,972 -91%
FDCP
2044
Foster Dykema Cabot & Partners
Massachusetts
$25.4K +$24.4K +186 New
CCM
2045
Chilton Capital Management
Texas
$25K +$5.38K +41 +29%
W
2046
WealthCollab
Washington
$24.7K -$2.63K -20 -10%
JGCM
2047
Joseph Group Capital Management
Ohio
$24.5K – – –
RA
2048
Rational Advisors
New York
$24.1K -$5.91K -45 -20%
BIC
2049
Beach Investment Counsel
Pennsylvania
$24K – – –
EAM
2050
Empirical Asset Management
Massachusetts
$23.7K -$3.15K -24 -0.2%
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82
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