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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1026
Doyle Wealth Management
Florida
$568K
LFAS
1027
Level Four Advisory Services
Texas
$566K -$35.4K -315 -6%
TBNY
1028
Trustco Bank (New York)
New York
$566K
DWM
1029
Darwin Wealth Management
Florida
$564K +$595K +5,298 New
FBT
1030
First Bank & Trust
South Dakota
$562K +$25.6K +228 +4%
PFT
1031
Providence First Trust
Arizona
$561K +$1.35K +12 +0.2%
BFO
1032
Boston Family Office
Massachusetts
$556K
AFP
1033
Ausdal Financial Partners
Iowa
$552K +$17.1K +152 +3%
NCM
1034
Novare Capital Management
North Carolina
$551K +$27.5K +245 +5%
CPA
1035
Clear Perspective Advisors
Illinois
$549K +$2.81K +25 +0.5%
CCP
1036
Corient Capital Partners
California
$546K +$48.7K +434 +9%
Capstone Investment Advisors
1037
Capstone Investment Advisors
New York
$546K +$577K +5,136 New
LWS
1038
Lucia Wealth Services
California
$545K -$30.1K -268 -5%
PL
1039
Perpetual Ltd
Australia
$544K
HPC
1040
Hobart Private Capital
North Carolina
$542K -$33K -294 -5%
AAM
1041
AR Asset Management
California
$542K
FHA
1042
Flagship Harbor Advisors
Massachusetts
$541K +$132K +1,175 +30%
CA
1043
Capital Advantage
California
$540K -$43.9K -391 -7%
SS
1044
Sunbelt Securities
Texas
$540K +$145K +1,287 +34%
WKWM
1045
Walter & Keenan Wealth Management
Indiana
$537K +$28.1K +250 +5%
MYIA
1046
Mount Yale Investment Advisors
Colorado
$536K -$5.39K -48 -0.9%
VC
1047
Vicus Capital
Pennsylvania
$534K -$6.85K -61 -1%
BAC
1048
Boys Arnold & Co
North Carolina
$534K +$22.7K +202 +4%
PP
1049
PagnatoKarp Partners
Virginia
$531K +$40.8K +363 +8%
ISL
1050
Ingalls & Snyder LLC
New York
$529K +$11.2K +100 +2%