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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2051
Cedar Wealth Management
California
$27.6K -$20.3K -142 -41%
TCM
2052
TruNorth Capital Management
Michigan
$27.6K +$28.9K +202 New
W
2053
WealthCollab
Washington
$27.5K – – –
PSB
2054
Piscataqua Savings Bank
New Hampshire
$27.4K – – –
SNB
2055
Security National Bank
Nebraska
$27.4K – – –
EAM
2056
Empirical Asset Management
Massachusetts
$27.1K +$1.71M +11,967 New
VAG
2057
VisionPoint Advisory Group
Texas
$27.1K -$9.88K -69 -26%
GWMI
2058
Guardian Wealth Management (Illinois)
Illinois
$27.1K +$430 +3 +2%
HB
2059
Horizon Bancorp
Indiana
$27K -$6.59K -46 -19%
MFT
2060
Moisand Fitzgerald Tamayo
Florida
$26K – – –
JGCM
2061
Joseph Group Capital Management
Ohio
$24.6K – – –
PCMC
2062
Planning Capital Management Corporation
Pennsylvania
$24.5K +$286 +2 +1%
BIC
2063
Beach Investment Counsel
Pennsylvania
$24K +$24.9K +174 New
WAS
2064
Winch Advisory Services
Wisconsin
$23.3K +$286 +2 +1%
GA
2065
GoalVest Advisory
New York
$22.9K – – –
HGA
2066
Hobbs Group Advisors
South Carolina
$22.3K +$23.3K +163 New
RTL
2067
Red Tortoise LLC
Georgia
$21.6K +$286 +2 +1%
WOSD
2068
WFA of San Diego
California
$21.2K +$22.2K +155 New
PWMG
2069
Prestige Wealth Management Group
New Jersey
$21.1K -$341K -2,385 -94%
FFC
2070
First Financial Corp
Indiana
$21.1K -$4.29K -30 -16%
WWP
2071
WR Wealth Planners
Missouri
$20.6K -$859 -6 -4%
LOIP
2072
Live Oak Investment Partners
Texas
$20.5K – – –
PP
2073
PrairieView Partners
Minnesota
$20K – – –
CMP
2074
Coston McIsaac & Partners
Maine
$20K +$143 +1 +0.7%
BIA
2075
Bell Investment Advisors
California
$19.6K -$3.15K -22 -13%
81 82
83
84 85