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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2126
Northwest Capital Management
Oregon
$51.5K – – –
RWM
2127
Raffa Wealth Management
District of Columbia
$49.7K – – –
PO
2128
Private Ocean
California
$49.4K – – –
AWM
2129
Abound Wealth Management
Tennessee
$48.2K +$11.8K +78 +34%
MBFW
2130
Morton Brown Family Wealth
Pennsylvania
$47.2K – – –
WWM
2131
Wolff Wiese Magana
California
$47K -$8.01K -53 -15%
FP
2132
Financial Perspectives
Minnesota
$46.1K – – –
MFT
2133
Moisand Fitzgerald Tamayo
Florida
$45.6K -$8.77K -58 -17%
JGIA
2134
Jackson Grant Investment Advisers
Connecticut
$43.7K – – –
EC
2135
EntryPoint Capital
New York
$43.1K +$41.4K +274 New
DF
2136
Dunhill Financial
United Kingdom
$42.8K +$41.1K +272 New
CCA
2137
Criterion Capital Advisors
Tennessee
$41.8K +$40.2K +266 New
GC
2138
Gould Capital
Washington
$41.8K – – –
HB
2139
Horizon Bancorp
Indiana
$40K – – –
VAG
2140
VisionPoint Advisory Group
Texas
$39.6K +$1.97K +13 +5%
MRCM
2141
M&R Capital Management
New Jersey
$39K +$7.11K +47 +23%
GKIM
2142
GW&K Investment Management
Massachusetts
$38K +$6.8K +45 +23%
PIM
2143
Plato Investment Management
Australia
$35.5K +$34.2K +226 New
PSB
2144
Piscataqua Savings Bank
New Hampshire
$34.3K – – –
KFS
2145
Kelly Financial Services
Massachusetts
$34.2K +$3.17K +21 +11%
GA
2146
GoalVest Advisory
New York
$34.1K +$2.72K +18 +9%
HFS
2147
HBC Financial Services
Washington
$34K +$302 +2 +0.9%
W
2148
WealthCollab
Washington
$33.5K +$32.2K +213 New
FRA
2149
Front Row Advisors
California
$33K -$1.66K -11 -5%
HIM
2150
Hillsdale Investment Management
Ontario, Canada
$32.1K -$87.7K -580 -74%
84 85
86
87 88