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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
1001
IHT Wealth Management
Illinois
$574K +$181K +1,566 +39%
CA
1002
Capital Advantage
California
$573K +$117K +1,016 +23%
ASN
1003
Advisory Services Network
Georgia
$570K +$60K +519 +11%
LWS
1004
Lucia Wealth Services
California
$565K -$69.5K -601 -10%
HPC
1005
Hobart Private Capital
North Carolina
$565K +$92.9K +804 +18%
SAM
1006
Shamrock Asset Management
Texas
$564K -$23.8K -206 -4%
AL
1007
Aspiriant LLC
California
$564K +$622K +5,384 New
CTA
1008
Colonial Trust Advisors
South Carolina
$561K -$201K -1,741 -25%
KTM
1009
Keeler Thomas Management
Utah
$559K -$274K -2,367 -31%
DWM
1010
Doyle Wealth Management
Florida
$559K -$28.9K -250 -4%
TBNY
1011
Trustco Bank (New York)
New York
$558K -$3.7K -32 -0.6%
EB
1012
Eastern Bank
Massachusetts
$557K -$2.56M -22,131 -81%
AT
1013
Argent Trust
Texas
$553K +$109K +947 +22%
PFT
1014
Providence First Trust
Arizona
$552K +$1.5K +13 +0.2%
BFO
1015
Boston Family Office
Massachusetts
$547K
QAM
1016
Quantres Asset Management
Cayman Islands
$544K -$1.47M -12,700 -71%
HSA
1017
HBK Sorce Advisory
Pennsylvania
$544K -$15.1K -131 -2%
UAM
1018
UAS Asset Management
New York
$544K +$601K +5,200 New
BWM
1019
Bernicke Wealth Management
Wisconsin
$543K +$13.1K +113 +2%
DZ Bank
1020
DZ Bank
Germany
$541K +$4.32M +37,343 +495%
BFA
1021
Bragg Financial Advisors
North Carolina
$539K -$9.25K -80 -2%
CPA
1022
Clear Perspective Advisors
Illinois
$538K +$67.8K +587 +13%
BO
1023
Bank OZK
Arkansas
$536K +$20.6K +178 +4%
PL
1024
Perpetual Ltd
Australia
$535K
AAM
1025
AR Asset Management
California
$534K