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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
NOI
2176
Newton One Investments
Delaware
$4.61K +$173 +1 +3%
MAM
2177
Marquette Asset Management
Minnesota
$4.37K – – –
PA
2178
PSI Advisors
Florida
$4.36K -$43.2K -250 -90%
CTWM
2179
Cherry Tree Wealth Management
Minnesota
$4.21K – – –
AWM
2180
Activest Wealth Management
Florida
$4.1K – – –
HC
2181
Hoese & Co
Minnesota
$4.05K – – –
LWA
2182
Lowe Wealth Advisors
Maryland
$3.9K – – –
MLA
2183
MB, Levis & Associates
Pennsylvania
$3.9K – – –
TCA
2184
Trifecta Capital Advisors
Illinois
$3.9K – – –
FWM
2185
Focused Wealth Management
New York
$3.84K +$173 +1 +4%
APW
2186
Atlantic Private Wealth
North Carolina
$3.74K – – –
NECFA
2187
New England Capital Financial Advisors
Connecticut
$3.64K – – –
SC
2188
Stephens Consulting
Michigan
$3.59K – – –
WPWM
2189
Western Pacific Wealth Management
Illinois
$3.43K – – –
BCPWM
2190
Bradley & Co Private Wealth Management
Florida
$3.27K – – –
PWA
2191
Provenance Wealth Advisors
Florida
$3.27K +$3.63K +21 New
MCM
2192
Magnolia Capital Management
New York
$3K -$518K -3,000 -99%
GWSA
2193
Global Wealth Strategies & Associates
Colorado
$2.65K – – –
OCM
2194
Orion Capital Management
California
$2.18K +$2.42K +14 New
AWA
2195
Authentikos Wealth Advisory
California
$1.87K +$2.07K +12 New
IHWM
2196
Iron Horse Wealth Management
Iowa
$1.72K – – –
DF
2197
DecisionPoint Financial
Arizona
$1.72K +$1.9K +11 New
KA
2198
Kozak & Associates
Colorado
$1.68K – – –
HWP
2199
Highline Wealth Partners
California
$1.09K – – –
FDCC
2200
Foster Dykema Cabot & Co
Massachusetts
$1K +$1.04K +6 New
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