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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
351
Carson Wealth (CWM LLC)
Nebraska
$11.7M +$181K +1,378 +2%
WA
352
Waverly Advisors
Alabama
$11.6M -$37.3K -284 -0.3%
PTEAP
353
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$11.5M – – –
UBV
354
United Bank (Virginia)
Virginia
$11.5M +$443K +3,377 +4%
BCI
355
Brinker Capital Investments
Pennsylvania
$11.4M -$538K -4,095 -5%
OPS
356
Orion Portfolio Solutions
Nebraska
$11.4M -$538K -4,095 -5%
PGFC
357
Peapack-Gladstone Financial Corp
New Jersey
$11.3M +$1.48M +11,305 +16%
MGIA
358
Moneta Group Investment Advisors
Missouri
$11.3M +$22.6K +172 +0.2%
TC
359
TownSquare Capital
Utah
$11.3M +$715K +5,444 +7%
SDIC
360
South Dakota Investment Council
South Dakota
$11.2M +$1.4M +10,700 +15%
AAS
361
Avantax Advisory Services
Texas
$11.2M -$677K -5,160 -6%
HIMC
362
Heritage Investors Management Corp
Maryland
$11.2M -$53.2K -405 -0.5%
RWP
363
RWA Wealth Partners
Massachusetts
$11.2M +$140K +1,065 +1%
WWP
364
Waypoint Wealth Partners
California
$11.2M – – –
SCTC
365
Sanibel Captiva Trust Company
Florida
$11.2M +$8.42M +64,163 +363%
MPI
366
Mairs & Power Inc
Minnesota
$11.1M -$3.79M -28,832 -26%
AssetMark Inc
367
AssetMark Inc
California
$11M +$665K +5,068 +7%
CA
368
CapWealth Advisors
Tennessee
$11M +$963K +7,331 +10%
VWA
369
Visionary Wealth Advisors
Illinois
$10.9M +$2.36M +17,998 +29%
EGM
370
Engineers Gate Manager
New York
$10.9M -$3.63M -27,661 -26%
SCA
371
Stonebridge Capital Advisors
Minnesota
$10.9M +$604K +4,603 +6%
FFIC
372
First Fiduciary Investment Counsel
Ohio
$10.9M -$785K -5,978 -7%
UCFA
373
United Capital Financial Advisors
Texas
$10.7M -$232K -1,769 -2%
OCM
374
Olstein Capital Management
New York
$10.6M +$1.31M +10,000 +15%
IEFM
375
IQ EQ Fund Management
Ireland
$10.6M +$1.35M +10,271 +15%