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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
MPPW
876
Mitchell & Pahl Private Wealth
Oklahoma
$2.43M -$2.6K -15 -0.1%
DWA
877
Douglass Winthrop Advisors
New York
$2.43M
4WM
878
44 Wealth Management
Oregon
$2.42M +$420K +2,428 +21%
OPS
879
Orion Portfolio Solutions
Nebraska
$2.41M +$405K +2,339 +20%
RT
880
Rockland Trust
Massachusetts
$2.41M -$54.2K -313 -2%
FTDI
881
First Trust Direct Indexing
Massachusetts
$2.41M +$79.8K +461 +3%
CCG
882
Cypress Capital Group
Florida
$2.4M +$68K +393 +3%
CCG
883
Chatham Capital Group
Georgia
$2.4M +$67.2K +388 +3%
AMIM
884
Aull & Monroe Investment Management
Alabama
$2.39M -$92.6K -535 -4%
HGWM
885
Horst & Graben Wealth Management
Oregon
$2.39M +$1.73K +10 +0.1%
BL
886
BFSG LLC
California
$2.38M +$346 +2 +0%
WFPG
887
Waller Financial Planning Group
Ohio
$2.36M
ACA
888
Aptus Capital Advisors
Alabama
$2.36M -$2.53M -14,589 -52%
SSW
889
Stone Summit Wealth
Florida
$2.36M +$108K +625 +5%
MGWM
890
Marks Group Wealth Management
Minnesota
$2.36M +$225K +1,299 +11%
BCM
891
BTC Capital Management
Iowa
$2.35M -$109K -632 -4%
QCM
892
Quantinno Capital Management
New York
$2.35M +$802K +4,633 +52%
C
893
Certuity
Florida
$2.35M -$332K -1,918 -12%
BA
894
Bristlecone Advisors
Washington
$2.34M -$6.41K -37 -0.3%
PWMG
895
Pinnacle Wealth Management Group
Michigan
$2.34M -$67.5K -390 -3%
SW
896
SkyOak Wealth
Michigan
$2.34M -$18.9K -109 -0.8%
GT
897
Greenleaf Trust
Michigan
$2.33M +$14.5K +84 +0.6%
FC
898
Forte Capital
New York
$2.32M +$96.4K +557 +4%
IFWM
899
Institute for Wealth Management
Colorado
$2.3M +$14.7K +85 +0.6%
GWMIA
900
Global Wealth Management Investment Advisory
Florida
$2.29M +$25.6K +148 +1%