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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1201
Lazard Asset Management
New York
$642K +$9.63K +103 +2%
GWM
1202
GSB Wealth Management
Connecticut
$641K +$360K +3,846 +147%
CWS
1203
Confluence Wealth Services
Pennsylvania
$640K -$50.9K -544 -8%
CRI
1204
Colonial River Investments
Virginia
$640K -$174K -1,864 -22%
SC
1205
Syon Capital
California
$639K +$150K +1,603 +33%
LWL
1206
Leo Wealth LLC
Texas
$637K +$601K +6,424 New
PCG
1207
PFC Capital Group
California
$635K -$117K -1,256 -16%
MTIM
1208
Marathon Trading Investment Management
Pennsylvania
$635K -$1.12M -12,000 -65%
TWPM
1209
Total Wealth Planning & Management
Florida
$634K +$597K +6,387 New
ABLA
1210
Alan B. Lancz & Associates
Ohio
$632K
EBWM
1211
Eagle Bluffs Wealth Management
Missouri
$627K -$106K -1,131 -15%
SWA
1212
SOA Wealth Advisors
New York
$627K -$27K -289 -4%
FG
1213
Fiduciary Group
Georgia
$622K -$514K -5,495 -47%
PCA
1214
Prosperity Capital Advisors
Ohio
$622K +$190K +2,034 +48%
AIM
1215
Acropolis Investment Management
Missouri
$620K +$67.4K +721 +13%
BCP
1216
Berkeley Capital Partners
Georgia
$620K -$696K -7,445 -54%
Bessemer Group
1217
Bessemer Group
New Jersey
$619K +$70.4K +753 +14%
WC
1218
Whitney & Co
New York
$619K +$129K +1,376 +28%
NS
1219
NBC Securities
Alabama
$615K +$40.9K +437 +8%
AWM
1220
Absher Wealth Management
North Carolina
$608K -$161K -1,719 -22%
CFC
1221
Coyle Financial Counsel
Illinois
$606K +$33.2K +355 +6%
TCM
1222
Tradewinds Capital Management
Washington
$595K
FSA
1223
Financial Sense Advisors
California
$595K +$561K +6,000 New
SSWM
1224
Strait & Sound Wealth Management
California
$595K -$86.1K -920 -13%
KA
1225
Kercheville Advisors
Texas
$595K +$79.4K +849 +18%