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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
ECM
1201
Elgethun Capital Management
South Dakota
$643K +$381K +4,078 +170%
Lazard Asset Management
1202
Lazard Asset Management
New York
$642K +$9.63K +103 +2%
GWM
1203
GSB Wealth Management
Connecticut
$641K +$360K +3,846 +147%
CWS
1204
Confluence Wealth Services
Pennsylvania
$640K -$50.9K -544 -8%
CRI
1205
Colonial River Investments
Virginia
$640K -$174K -1,864 -22%
SC
1206
Syon Capital
California
$639K +$150K +1,603 +33%
LWL
1207
Leo Wealth LLC
Texas
$637K +$601K +6,424 New
PCG
1208
PFC Capital Group
California
$635K -$117K -1,256 -16%
MTIM
1209
Marathon Trading Investment Management
Pennsylvania
$635K -$1.12M -12,000 -65%
TWPM
1210
Total Wealth Planning & Management
Florida
$634K +$597K +6,387 New
ABLA
1211
Alan B. Lancz & Associates
Ohio
$632K – – –
EBWM
1212
Eagle Bluffs Wealth Management
Missouri
$627K -$106K -1,131 -15%
SWA
1213
SOA Wealth Advisors
New York
$627K -$27K -289 -4%
FG
1214
Fiduciary Group
Georgia
$622K -$514K -5,495 -47%
PCA
1215
Prosperity Capital Advisors
Ohio
$622K +$190K +2,034 +48%
AIM
1216
Acropolis Investment Management
Missouri
$620K +$67.4K +721 +13%
BCP
1217
Berkeley Capital Partners
Georgia
$620K -$696K -7,445 -54%
Bessemer Group
1218
Bessemer Group
New Jersey
$619K +$70.4K +753 +14%
WC
1219
Whitney & Co
New York
$619K +$129K +1,376 +28%
NS
1220
NBC Securities
Alabama
$615K +$40.9K +437 +8%
AWM
1221
Absher Wealth Management
North Carolina
$608K -$161K -1,719 -22%
CFC
1222
Coyle Financial Counsel
Illinois
$606K +$33.2K +355 +6%
TCM
1223
Tradewinds Capital Management
Washington
$595K – – –
FSA
1224
Financial Sense Advisors
California
$595K +$561K +6,000 New
SSWM
1225
Strait & Sound Wealth Management
California
$595K -$86.1K -920 -13%