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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
OW
2026
Olistico Wealth
Oklahoma
$7.44K +$7.01K +75 New
EAM
2027
Eukles Asset Management
Ohio
$7.24K – – –
NSG
2028
Nalls Sherbakoff Group
Tennessee
$7.04K +$94 +1 +1%
EA
2029
Evolution Advisers
Virginia
$7K – – –
FCAS
2030
First Command Advisory Services
Texas
$6.94K – – –
GC
2031
Gould Capital
Washington
$6.94K – – –
NRG
2032
Nemes Rush Group
Michigan
$6.5K -$49.6K -530 -89%
HFS
2033
Hughes Financial Services
Virginia
$6.45K -$187 -2 -3%
FMB
2034
Field & Main Bank
Kentucky
$6.45K – – –
SRCM
2035
Signature Resources Capital Management
California
$6.25K +$1.68K +18 +40%
LC
2036
Luminist Capital
Michigan
$6.15K +$1.12K +12 +24%
HNW
2037
High Note Wealth
Minnesota
$6.15K +$5.42K +58 +1,450%
GFA
2038
Godfrey Financial Associates
New York
$6.15K +$5.8K +62 New
MCA
2039
McGuire Capital Advisors
Oklahoma
$6.15K +$5.8K +62 New
VWWMG
2040
Vermillion & White Wealth Management Group
Pennsylvania
$5.95K -$21.3K -228 -79%
KA
2041
Kozak & Associates
Colorado
$5.89K +$94 +1 +2%
BHWM
2042
Bay Harbor Wealth Management
Maryland
$5.85K +$2.25K +24 +69%
VWA
2043
Valued Wealth Advisors
Utah
$5.81K +$1.4K +15 +34%
MSWM
2044
Mowery & Schoenfeld Wealth Management
Illinois
$5.75K +$5.42K +58 New
WFA
2045
West Financial Advisors
Iowa
$5.75K +$5.42K +58 New
PIM
2046
Plato Investment Management
Australia
$5.68K -$256K -2,741 -98%
CFM
2047
Cornerstone Financial Management
Massachusetts
$5.36K +$5.05K +54 New
FMP
2048
Financial Management Professionals
Texas
$5.16K -$2.15K -23 -31%
BWAM
2049
Boyd Watterson Asset Management
Ohio
$5.06K -$561 -6 -11%
CWA
2050
Carolina Wealth Advisors
South Carolina
$4.96K – – –
80 81
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