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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
EFIC
526
Eliot Finkel Investment Counsel
California
$6.82M +$87.4K +505 +1%
BDA
527
Borer Denton & Associates
Pennsylvania
$6.82M +$86.6K +500 +1%
WT
528
Whittier Trust
California
$6.8M +$41.2K +238 +0.6%
EWM
529
Empirical Wealth Management
Washington
$6.77M +$870K +5,025 +15%
HWM
530
HB Wealth Management
Georgia
$6.7M +$3.08M +17,807 +86%
RDWM
531
Red Door Wealth Management
Tennessee
$6.69M +$369K +2,132 +6%
AFG
532
Albion Financial Group
Utah
$6.59M +$13.5K +78 +0.2%
BONH
533
Bank of New Hampshire
New Hampshire
$6.59M – – –
FLPIM
534
F.L. Putnam Investment Management
Massachusetts
$6.58M -$761K -4,398 -10%
BIG
535
Builder Investment Group
Georgia
$6.57M +$6.54M +37,779 New
Wealthfront Advisers
536
Wealthfront Advisers
California
$6.55M +$1.17M +6,773 +22%
NGA
537
Naples Global Advisors
Florida
$6.48M +$121K +701 +2%
EIA
538
Eastover Investment Advisors
North Carolina
$6.44M +$38.9K +225 +0.6%
ECM
539
EagleClaw Capital Management
Massachusetts
$6.42M – – –
IEFM
540
IQ EQ Fund Management
Ireland
$6.4M -$144K -830 -2%
GQG Partners
541
GQG Partners
Florida
$6.36M +$1.51M +8,748 +31%
MCC
542
Money Concepts Capital
Florida
$6.36M +$5.97M +34,503 +1,677%
OSAM
543
O'Shaughnessy Asset Management
Connecticut
$6.32M -$631K -3,644 -9%
DIA
544
Dean Investment Associates
Ohio
$6.24M +$1.42M +8,217 +30%
AWS
545
Atria Wealth Solutions
New York
$6.24M +$120K +692 +2%
LWAC
546
Laurel Wealth Advisors (California)
California
$6.23M -$106K -610 -2%
TI
547
tru Independence
Oregon
$6.19M +$51.8K +299 +0.8%
BCV
548
Banque Cantonale Vaudoise
Switzerland
$6.17M +$1.39M +8,050 +29%
BFS
549
Bard Financial Services
Connecticut
$6.16M +$43.3K +250 +0.7%
SFA
550
Sequoia Financial Advisors
Ohio
$6.16M +$2.62M +15,135 +75%