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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
2151
Strategic Financial Concepts
Texas
$3.93K +$6.83M +47,721 New
HCMG
2152
Howard Capital Management Group
California
$3.83K – – –
MAM
2153
Marquette Asset Management
Minnesota
$3.83K – – –
DWA
2154
Delos Wealth Advisors
Texas
$3.56K – – –
TCA
2155
Trifecta Capital Advisors
Illinois
$3.42K – – –
CPG
2156
Custom Portfolio Group
Colorado
$3.42K – – –
LWA
2157
Lowe Wealth Advisors
Maryland
$3.42K – – –
MLA
2158
MB, Levis & Associates
Pennsylvania
$3.42K – – –
APW
2159
Atlantic Private Wealth
North Carolina
$3.39K – – –
NECFA
2160
New England Capital Financial Advisors
Connecticut
$3.31K – – –
FGAM
2161
Financial Gravity Asset Management
Texas
$3.15K -$4.15K -29 -56%
AW
2162
Avion Wealth
Texas
$3K -$23.3K -163 -87%
BCPWM
2163
Bradley & Co Private Wealth Management
Florida
$2.87K – – –
AP
2164
Atwood & Palmer
Missouri
$2.74K – – –
GWSA
2165
Global Wealth Strategies & Associates
Colorado
$2.33K – – –
PPWM
2166
PFG Private Wealth Management
Florida
$2.33K – – –
PPA
2167
Painted Porch Advisors
California
$2.19K +$2.29K +16 New
OCM
2168
Orion Capital Management
California
$1.92K – – –
KA
2169
Kozak & Associates
Colorado
$1.53K – – –
FW
2170
Fairway Wealth
Ohio
$1.5K +$1.57K +11 New
DP
2171
Denver PWM
Colorado
$1.09K +$1.15K +8 New
POIA
2172
Pin Oak Investment Advisors
Texas
$1K -$14.3K -100 -91%
OAJ
2173
Ogorek Anthony Joseph
New York
$1K -$2.43K -17 -63%
FFA
2174
Frazier Financial Advisors
Ohio
$822 – – –
FG
2175
Fairman Group
Pennsylvania
$821 – – –
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