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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
851
Court Place Advisors
Maryland
$2.9M – – –
GWM
852
GSB Wealth Management
Connecticut
$2.9M +$2.75M +13,516 New
MPPW
853
Mitchell & Pahl Private Wealth
Oklahoma
$2.89M +$23K +113 +0.8%
AWE
854
Avidian Wealth Enterprises
Texas
$2.89M +$359K +1,766 +15%
HWM
855
HB Wealth Management
Georgia
$2.88M +$2.74M +13,452 New
BA
856
Bristlecone Advisors
Washington
$2.88M -$81.4K -400 -3%
LTI
857
Laffer Tengler Investments
Tennessee
$2.88M -$8.14K -40 -0.3%
IFWM
858
Institute for Wealth Management
Colorado
$2.87M +$6.92K +34 +0.3%
MCM
859
Mengis Capital Management
Oregon
$2.87M +$122K +601 +5%
VWMG
860
Virginia Wealth Management Group
Virginia
$2.87M +$2.72M +13,367 New
FVWA
861
Foster Victor Wealth Advisors
South Carolina
$2.86M +$203K +996 +8%
AC
862
Addison Capital
Pennsylvania
$2.85M -$30.5K -150 -1%
AA
863
ALPS Advisors
Colorado
$2.84M -$209K -1,026 -7%
WA1
864
Wimmer Associates 1
California
$2.82M -$13.4K -66 -0.5%
WTC
865
WhitTier Trust Company
Nevada
$2.82M +$29.1K +143 +1%
BIM
866
Bridges Investment Management
Nebraska
$2.8M +$47.6K +234 +2%
GIA
867
Gladstone Institutional Advisory
Florida
$2.8M -$56.7K -279 -2%
CWM
868
Cordatus Wealth Management
Pennsylvania
$2.79M +$2.64M +12,992 New
TC
869
Truvestments Capital
Florida
$2.77M +$7.93K +39 +0.3%
PWA
870
Phoenix Wealth Advisors
North Carolina
$2.77M -$96.8K -476 -4%
MME
871
Meag Munich Ergo
Germany
$2.77M +$1.08M +5,313 +70%
AWM
872
Apollon Wealth Management
South Carolina
$2.77M +$1.44M +7,093 +122%
CFA
873
Carroll Financial Associates
North Carolina
$2.76M +$31.1K +153 +1%
LIM
874
Loudon Investment Management
New Hampshire
$2.76M – – –
TCOV
875
Trust Company of Vermont
Vermont
$2.76M +$70.8K +348 +3%
33 34
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