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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
SA
1001
Strategic Advisors
New York
$1.7M -$1.27M -8,383 -42%
LFAS
1002
Level Four Advisory Services
Texas
$1.69M – – –
PWMG
1003
Pinnacle Wealth Management Group
Michigan
$1.69M -$22K -145 -1%
RMDI
1004
R.M. Davis Inc
Maine
$1.69M -$15.7K -103 -0.9%
QP
1005
Quilter Plc
United Kingdom
$1.69M – – –
NRG
1006
Nemes Rush Group
Michigan
$1.68M -$7.75K -51 -0.4%
ISWM
1007
Independent Solutions Wealth Management
New York
$1.68M +$1.12M +7,369 +188%
SC
1008
SouthState Corp
Florida
$1.67M -$348K -2,289 -17%
LIM
1009
Loudon Investment Management
New Hampshire
$1.67M – – –
HAM
1010
Hedges Asset Management
Nevada
$1.66M – – –
VIP
1011
Vista Investment Partners
Oklahoma
$1.66M +$1.19M +7,802 +232%
WA1
1012
Wimmer Associates 1
California
$1.66M +$17K +112 +1%
IAS
1013
Insigneo Advisory Services
Florida
$1.64M +$64.5K +424 +4%
CAMV
1014
Concord Asset Management (Virginia)
Virginia
$1.63M +$415K +2,730 +33%
WA
1015
Wealth Alliance
New York
$1.63M +$456 +3 +0%
PI
1016
PFG Investments
New York
$1.62M +$609K +4,009 +58%
FWP
1017
FAS Wealth Partners
Kansas
$1.62M +$20.2K +133 +1%
IAN
1018
Integrated Advisors Network
Texas
$1.62M -$223K -1,470 -12%
DCM
1019
Decatur Capital Management
Georgia
$1.62M +$16.9K +111 +1%
CWS
1020
Confluence Wealth Services
Pennsylvania
$1.61M +$240K +1,578 +17%
FIA
1021
Foundations Investment Advisors
Arizona
$1.6M -$263K -1,731 -14%
BAM
1022
Blueshift Asset Management
New Jersey
$1.59M +$381K +2,509 +31%
GC
1023
Guidance Capital
Kentucky
$1.59M +$1.25M +8,221 +300%
SAM
1024
Shell Asset Management
Netherlands
$1.59M -$1.01M -6,622 -36%
IF
1025
Intrua Financial
Texas
$1.59M -$40.1K -264 -2%