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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
2051
Tortoise Investment Management
New York
$5.75K +$3.05K +31 +119%
KA
2052
Kozak & Associates
Colorado
$5.39K -$689 -7 -12%
DWM
2053
Dogwood Wealth Management
Kansas
$5.32K +$590 +6 +13%
PA
2054
Pineridge Advisors
Missouri
$5.27K +$98 +1 +2%
LC
2055
Luminist Capital
Michigan
$5.22K +$4.92K +50 New
CWA
2056
Carolina Wealth Advisors
South Carolina
$5.05K – – –
CB
2057
Centennial Bank
Arkansas
$5.05K – – –
CFS
2058
CGC Financial Services
Oregon
$5.05K – – –
TPW
2059
Talon Private Wealth
Florida
$5.05K +$4.92K +50 New
1IA
2060
1620 Investment Advisors
Massachusetts
$4.84K -$787 -8 -14%
Q1WB
2061
Quest 10 Wealth Builders
Virginia
$4.73K – – –
HCMG
2062
Howard Capital Management Group
California
$4.64K +$1.77K +18 +64%
SRCM
2063
Signature Resources Capital Management
California
$4.54K – – –
ECM
2064
Estabrook Capital Management
New York
$4.04K – – –
SWIM
2065
Smallwood Wealth Investment Management
New Jersey
$3.94K – – –
CFS
2066
Compass Financial Services
Iowa
$3.88K – – –
RF
2067
Robinswood Financial
Washington
$3.48K +$98 +1 +3%
T
2068
Transce3nd
Texas
$3.43K -$9.35K -95 -74%
NOI
2069
Newton One Investments
Delaware
$3.26K – – –
ACA
2070
Atlas Capital Advisors
Wyoming
$3.13K – – –
CWM
2071
Cedar Wealth Management
California
$3.1K +$3.05K +31 New
GC
2072
Garde Capital
Washington
$3.03K -$30.2K -307 -91%
PWA
2073
Principia Wealth Advisory
Texas
$3.03K +$590 +6 +25%
NCM
2074
Northwest Capital Management
Oregon
$3K -$29.4K -299 -91%
KWM
2075
Kiker Wealth Management
Georgia
$2.95K -$254K -2,586 -99%
81 82
83
84 85