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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
2076
VSM Wealth Advisory
Maryland
$55.3K +$57.8K +439 New
PCFFS
2077
Pacific Center for Financial Services
California
$54K – – –
PP
2078
PrairieView Partners
Minnesota
$52K +$35.5K +270 +180%
AEPWM
2079
Atlantic Edge Private Wealth Management
Florida
$51.5K +$40.5K +308 +308%
EIM
2080
Essex Investment Management
Massachusetts
$50.9K – – –
RAM
2081
Ramirez Asset Management
New York
$50.4K – – –
VWA
2082
Valued Wealth Advisors
Utah
$49.7K +$7.24K +55 +16%
AA
2083
Addison Advisors
Vermont
$49.3K -$118K -899 -70%
HNB
2084
Hilltop National Bank
Wyoming
$48.3K -$7.9K -60 -14%
STB
2085
S&T Bank
Pennsylvania
$46.7K +$48.7K +370 New
WWM
2086
Wolff Wiese Magana
California
$46.2K -$4.87K -37 -9%
RDIA
2087
RE Dickinson Investment Advisors
Iowa
$46K – – –
MCM
2088
MV Capital Management
Maryland
$45.5K -$30.7K -233 -39%
RCM
2089
Richardson Capital Management
Wisconsin
$44.1K +$46.1K +350 New
RFG
2090
REAP Financial Group
Texas
$43.9K +$10K +76 +28%
APW
2091
Aventura Private Wealth
Florida
$43.5K +$45.4K +345 New
CWC
2092
Carolinas Wealth Consulting
North Carolina
$43.3K -$1.58K -12 -3%
RWM
2093
Raffa Wealth Management
District of Columbia
$42.9K +$3.16K +24 +8%
EPIM
2094
Evelyn Partners Investment Management
$42.5K +$44.4K +337 New
PP
2095
Pingora Partners
Wyoming
$42.2K – – –
NCM
2096
Northwest Capital Management
Oregon
$41.5K +$132 +1 +0.3%
GK
2097
Graney & King
New York
$40.9K +$42.6K +324 New
WAS
2098
Winch Advisory Services
Wisconsin
$40.6K +$21.1K +160 +99%
BCM
2099
Blume Capital Management
California
$40.4K – – –
OA
2100
Operose Advisors
Wisconsin
$40.1K -$32.8K -249 -44%
82 83
84
85 86