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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
2151
Estabrook Capital Management
New York
$4.4K – – –
SWIM
2152
Smallwood Wealth Investment Management
New Jersey
$4.29K +$4.66K +39 New
CFS
2153
Compass Financial Services
Iowa
$4.23K – – –
TFA
2154
Transamerica Financial Advisors
Florida
$4K – – –
CAWM
2155
Capital A Wealth Management
Pennsylvania
$3.96K – – –
PWA
2156
Provenance Wealth Advisors
Florida
$3.74K – – –
RF
2157
Robinswood Financial
Washington
$3.73K – – –
NOI
2158
Newton One Investments
Delaware
$3.49K +$120 +1 +3%
BFPW
2159
BOK Financial Private Wealth
Colorado
$3.41K +$1.44K +12 +63%
ACA
2160
Atlas Capital Advisors
Wyoming
$3.41K – – –
PGAM
2161
Princeton Global Asset Management
New Jersey
$3.3K -$25.8K -216 -88%
AWM
2162
Activest Wealth Management
Florida
$3.29K +$3.35K +28 +1,400%
MSG
2163
Main Street Group
Virginia
$3.28K +$1.67K +14 +88%
LRWM
2164
Lord & Richards Wealth Management
Colorado
$3.19K +$3.47K +29 New
HCMG
2165
Howard Capital Management Group
California
$3.08K – – –
MAM
2166
Marquette Asset Management
Minnesota
$3.08K – – –
CWM
2167
Cranbrook Wealth Management
Michigan
$3.08K +$3.35K +28 New
FCG
2168
Financial Connections Group
California
$3K – – –
TIM
2169
Tortoise Investment Management
New York
$2.86K – – –
APW
2170
Atlantic Private Wealth
North Carolina
$2.84K +$120 +1 +4%
MLA
2171
MB, Levis & Associates
Pennsylvania
$2.75K – – –
TCA
2172
Trifecta Capital Advisors
Illinois
$2.75K – – –
PPWM
2173
PFG Private Wealth Management
Florida
$2.64K -$239 -2 -8%
PS
2174
PayPay Securities
Japan
$2.53K +$359 +3 +15%
HIW
2175
Holos Integrated Wealth
Pennsylvania
$2.42K -$7.53K -63 -74%
85 86
87
88 89