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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
2026
HighMark Wealth Management
Minnesota
$10K -$492 -5 -5%
BFS
2027
Burkett Financial Services
South Carolina
$9.48K +$197 +2 +2%
MAM
2028
Meeder Asset Management
Ohio
$9.19K -$252K -2,564 -97%
HFS
2029
Horizon Financial Services
North Carolina
$9.09K – – –
VNA
2030
Valley National Advisers
Pennsylvania
$9K -$77.7K -790 -90%
FCG
2031
Financial Connections Group
California
$9K +$6.59K +67 +216%
HWP
2032
Highline Wealth Partners
California
$8.83K +$2.56K +26 +43%
VWM
2033
Vermillion Wealth Management
Minnesota
$8.78K – – –
CVM
2034
Cheviot Value Management
California
$8.67K – – –
YP
2035
YANKCOM Partnership
South Dakota
$8.58K +$197 +2 +2%
BWAM
2036
Boyd Watterson Asset Management
Ohio
$7.77K -$6.69K -68 -47%
PWM
2037
Proathlete Wealth Management
Florida
$7.67K – – –
OW
2038
Olistico Wealth
Oklahoma
$7.57K -$1.08K -11 -13%
RCM
2039
Ravenstone Capital Management
$7.57K +$7.38K +75 New
EAM
2040
Eukles Asset Management
Ohio
$7.37K – – –
HFS
2041
Hughes Financial Services
Virginia
$7.16K -$1.57K -16 -16%
CMA
2042
Cedar Mountain Advisors
Oregon
$7.11K +$98 +1 +1%
GC
2043
Gould Capital
Washington
$7.07K -$1.28K -13 -16%
EWP
2044
Elevation Wealth Partners
California
$7.07K – – –
IHWM
2045
Iron Horse Wealth Management
Iowa
$7.07K – – –
BFS
2046
Bare Financial Services
Pennsylvania
$7.07K +$5.12K +52 +289%
EA
2047
Evolution Advisers
Virginia
$7K – – –
NSG
2048
Nalls Sherbakoff Group
Tennessee
$6.91K +$98 +1 +1%
UBP
2049
Union Bancaire Privee
Switzerland
$6.88K – – –
WPA
2050
Wealth Preservation Advisors
Tennessee
$5.75K -$1.28K -13 -19%
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