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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
CHJWM
1001
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.04M -$29.9K -288 -3%
WG
1002
Winton Group
United Kingdom
$1.04M +$666K +6,406 +196%
SIM
1003
Studio Investment Management
Illinois
$1.04M +$84.9K +817 +9%
LG
1004
LaFleur & Godfrey
Michigan
$1.04M +$99.1K +953 +11%
CFM
1005
Catalyst Funds Management
Australia
$1.03M -$1.34M -12,899 -57%
CRC
1006
Curi RMB Capital
Illinois
$1.03M -$349K -3,361 -26%
TBC
1007
Ted Buchan & Co
California
$1.03M -$32.1K -309 -3%
AOWM
1008
Asset One Wealth Management
Washington
$1.02M -$3.22K -31 -0.3%
BRWA
1009
B. Riley Wealth Advisors
Florida
$1.02M +$51.3K +493 +5%
RBI
1010
Raiffeisen Bank International
Austria
$1.02M +$5.09K +49 +0.5%
BHIA
1011
Birch Hill Investment Advisors
Massachusetts
$1.02M -$70.7K -680 -7%
FWM
1012
ForthRight Wealth Management
Georgia
$1.02M
LIM
1013
Lathrop Investment Management
Arkansas
$1.01M -$3.92M -37,722 -80%
KA
1014
Kovack Advisors
Florida
$1.01M -$82.5K -794 -8%
SAA
1015
Southeast Asset Advisors
Georgia
$1.01M
NB
1016
Nicolet Bankshares
Wisconsin
$1.01M +$119K +1,142 +14%
LNWTC
1017
Laird Norton Wetherby Trust Company
Washington
$1.01M -$66.1K -636 -6%
OC
1018
Oarsman Capital
Wisconsin
$1M -$1.66K -16 -0.2%
UCI
1019
Uncommon Cents Investing
Wisconsin
$993K +$259K +2,495 +37%
Fidelity International
1020
Fidelity International
Bermuda
$987K +$647K +6,226 +211%
TDB
1021
Thompson David Blair
$981K +$210K +2,017 +28%
KMWM
1022
Keudell/Morrison Wealth Management
Oregon
$979K -$13.3K -128 -1%
PIC
1023
Portland Investment Counsel
Ontario, Canada
$978K
AHL
1024
Abel Hall LLC
Louisiana
$976K +$17.5K +168 +2%
AIM
1025
Access Investment Management
Georgia
$975K +$165K +1,590 +21%