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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
2251
Conquis Financial
California
$3.66K +$3.82K +29 New
HCMG
2252
Howard Capital Management Group
California
$3.53K – – –
MAM
2253
Marquette Asset Management
Minnesota
$3.53K – – –
TIM
2254
Tortoise Investment Management
New York
$3.28K – – –
PPWM
2255
PFG Private Wealth Management
Florida
$3.28K +$1.18K +9 +53%
APW
2256
Atlantic Private Wealth
North Carolina
$3.21K – – –
MLA
2257
MB, Levis & Associates
Pennsylvania
$3.15K – – –
TCA
2258
Trifecta Capital Advisors
Illinois
$3.15K – – –
PWMG
2259
Private Wealth Management Group
New Jersey
$3.15K +$526 +4 +19%
MCI
2260
MRP Capital Investments
Georgia
$3.15K +$3.29K +25 New
TPW
2261
Talon Private Wealth
Florida
$3.15K – – –
NECFA
2262
New England Capital Financial Advisors
Connecticut
$3.13K +$132 +1 +4%
SIM
2263
Synergy Investment Management
Florida
$2.77K +$2.9K +22 New
BCPWM
2264
Bradley & Co Private Wealth Management
Florida
$2.65K +$2.76K +21 New
IMC
2265
Investment Management Corporation
Virginia
$2.65K +$2.76K +21 New
FGC
2266
Financial Gravity Companies
Texas
$2.52K -$263 -2 -9%
AP
2267
Atwood & Palmer
Missouri
$2.52K – – –
PS
2268
PayPay Securities
Japan
$2.52K +$2.63K +20 New
PWA
2269
Principia Wealth Advisory
Texas
$2.52K +$2.63K +20 New
KA
2270
Kozak & Associates
Colorado
$2.42K +$1.18K +9 +82%
BFPW
2271
BOK Financial Private Wealth
Colorado
$2.4K -$19.1K -145 -88%
HC
2272
Hara Capital
Washington
$2.27K – – –
MFG
2273
Menard Financial Group
Texas
$2.27K +$2.37K +18 New
GWSA
2274
Global Wealth Strategies & Associates
Colorado
$2.14K – – –
MSG
2275
Main Street Group
Virginia
$2.02K -$13.2K -100 -86%
89 90
91
92 93