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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2126
Carolina Wealth Advisors
South Carolina
$6.84K – – –
CFS
2127
CGC Financial Services
Oregon
$6.84K – – –
NA
2128
Nordwand Advisors
Pennsylvania
$6.84K – – –
DPW
2129
DiNuzzo Private Wealth
Pennsylvania
$6.71K +$573 +4 +9%
PA
2130
PSI Advisors
Florida
$6.71K +$3.01K +21 +75%
CPA
2131
Clear Point Advisors
New York
$6.23K +$143 +1 +2%
HI
2132
Hoey Investments
Pennsylvania
$6.16K – – –
TWD
2133
True Wealth Design
Ohio
$5.91K -$3.29K -23 -35%
RWA
2134
Redmont Wealth Advisors
Illinois
$5.88K – – –
SWM
2135
Sanctuary Wealth Management
Idaho
$5.75K – – –
ECM
2136
Estabrook Capital Management
New York
$5.47K – – –
AP
2137
Aspect Partners
Virginia
$5.34K -$3.29K -23 -37%
TCM
2138
Tributary Capital Management
Nebraska
$5.2K +$143 +1 +3%
LG
2139
LAM Group
Oregon
$4.65K – – –
ACA
2140
Atlas Capital Advisors
Wyoming
$4.24K – – –
IHWM
2141
Iron Horse Wealth Management
Iowa
$4.24K – – –
NOI
2142
Newton One Investments
Delaware
$4.18K +$143 +1 +3%
PGAM
2143
Princeton Global Asset Management
New Jersey
$4.11K -$2.2M -15,359 -100%
1IA
2144
1620 Investment Advisors
Massachusetts
$4.11K +$4.29K +30 New
FCG
2145
Financial Connections Group
California
$4K +$4.44K +31 New
WCM
2146
Westend Capital Management
California
$3.94K – – –
SFC
2147
Strategic Financial Concepts
Texas
$3.93K +$6.83M +47,721 New
HCMG
2148
Howard Capital Management Group
California
$3.83K – – –
MAM
2149
Marquette Asset Management
Minnesota
$3.83K – – –
DWA
2150
Delos Wealth Advisors
Texas
$3.56K – – –
84 85
86
87 88