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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
2151
Transamerica Financial Advisors
Florida
$4K – – –
CAWM
2152
Capital A Wealth Management
Pennsylvania
$3.96K – – –
PWA
2153
Provenance Wealth Advisors
Florida
$3.74K – – –
RF
2154
Robinswood Financial
Washington
$3.73K – – –
NOI
2155
Newton One Investments
Delaware
$3.49K +$120 +1 +3%
BFPW
2156
BOK Financial Private Wealth
Colorado
$3.41K +$1.44K +12 +63%
ACA
2157
Atlas Capital Advisors
Wyoming
$3.41K – – –
PGAM
2158
Princeton Global Asset Management
New Jersey
$3.3K -$25.8K -216 -88%
AWM
2159
Activest Wealth Management
Florida
$3.29K +$3.35K +28 +1,400%
MSG
2160
Main Street Group
Virginia
$3.28K +$1.67K +14 +88%
LRWM
2161
Lord & Richards Wealth Management
Colorado
$3.19K +$3.47K +29 New
HCMG
2162
Howard Capital Management Group
California
$3.08K – – –
MAM
2163
Marquette Asset Management
Minnesota
$3.08K – – –
CWM
2164
Cranbrook Wealth Management
Michigan
$3.08K +$3.35K +28 New
FCG
2165
Financial Connections Group
California
$3K – – –
TIM
2166
Tortoise Investment Management
New York
$2.86K – – –
APW
2167
Atlantic Private Wealth
North Carolina
$2.84K +$120 +1 +4%
MLA
2168
MB, Levis & Associates
Pennsylvania
$2.75K – – –
TCA
2169
Trifecta Capital Advisors
Illinois
$2.75K – – –
PPWM
2170
PFG Private Wealth Management
Florida
$2.64K -$239 -2 -8%
PS
2171
PayPay Securities
Japan
$2.53K +$359 +3 +15%
HIW
2172
Holos Integrated Wealth
Pennsylvania
$2.42K -$7.53K -63 -74%
SIM
2173
Synergy Investment Management
Florida
$2.42K – – –
RWS
2174
Retirement Wealth Solutions
Wisconsin
$2.42K +$1.79K +15 +214%
PWA
2175
Principia Wealth Advisory
Texas
$2.39K +$478 +4 +20%
85 86
87
88 89