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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
1026
Moloney Securities Asset Management
Missouri
$1.62M -$160K -878 -9%
CT
1027
Caldwell Trust
Florida
$1.62M +$198K +1,086 +14%
AFS
1028
Access Financial Services
Minnesota
$1.61M +$123K +673 +8%
SC
1029
SRB Corp
Massachusetts
$1.61M +$417K +2,287 +35%
SWP
1030
Strategic Wealth Partners
Ohio
$1.61M +$128K +700 +9%
CIP
1031
Capital Insight Partners
Arizona
$1.6M -$393K -2,152 -20%
SIA
1032
Schechter Investment Advisors
Michigan
$1.6M -$206K -1,130 -11%
SB
1033
Simmons Bank
Arkansas
$1.6M +$13.7K +75 +0.9%
AFA
1034
Abacus FCF Advisors
Florida
$1.59M -$64.6K -354 -4%
TFS
1035
TrustCore Financial Services
Tennessee
$1.59M +$434K +2,379 +38%
NEI
1036
Northwest & Ethical Investments
Ontario, Canada
$1.59M -$81.3K -446 -5%
MG
1037
Mather Group
Illinois
$1.58M +$433K +2,376 +38%
HWM
1038
Hohimer Wealth Management
Washington
$1.58M
RMAM
1039
Raab & Moskowitz Asset Management
New Jersey
$1.58M +$74.8K +410 +5%
MCC
1040
Money Concepts Capital
Florida
$1.55M -$337K -1,846 -18%
KFGK
1041
Keystone Financial Group (Kentucky)
Kentucky
$1.55M -$8.03K -44 -0.5%
WAM
1042
WealthTrust Asset Management
Florida
$1.55M -$1.13M -6,208 -42%
ICM
1043
IMS Capital Management
Oregon
$1.55M +$1.08M +5,934 +234%
RHBC
1044
R.H. Bluestein & Co
Michigan
$1.53M -$49.1M -268,950 -97%
SC
1045
Siena Capital
Ohio
$1.53M +$73.9K +405 +5%
EIP
1046
Easterly Investment Partners
Massachusetts
$1.53M +$1.53M +8,370 New
CGL
1047
Clarius Group LLC
Washington
$1.52M +$395K +2,165 +35%
SIM
1048
Stratos Investment Management
Ohio
$1.52M +$62.2K +341 +4%
WWM
1049
Wolff Wiese Magana
California
$1.51M +$45.4K +249 +3%
SFCL
1050
Strengthening Families & Communities LLC
Massachusetts
$1.51M +$31K +170 +2%