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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
FSAG
1226
Financial Solutions Advisory Group
Illinois
$598K +$652K +6,078 New
WC
1227
Whitney & Co
New York
$595K -$19.8K -185 -3%
AWM
1228
Accurate Wealth Management
Florida
$593K -$21.3K -199 -3%
TCM
1229
Tradewinds Capital Management
Washington
$590K
CFP
1230
Catalyst Financial Partners
Massachusetts
$589K +$340K +3,174 +113%
PCG
1231
Prosperity Consulting Group
Maryland
$588K -$87.1K -812 -12%
AA
1232
Armis Advisers
Georgia
$584K +$59.4K +554 +10%
FWM
1233
Forteris Wealth Management
New York
$580K +$2.9K +27 +0.5%
EW
1234
Evoke Wealth
California
$580K -$2.25K -21 -0.4%
SSWM
1235
Strait & Sound Wealth Management
California
$577K -$14.2K -132 -2%
ABLA
1236
Alan B. Lancz & Associates
Ohio
$576K -$55.8K -520 -8%
WPC
1237
White Pine Capital
Minnesota
$576K +$356K +3,315 +131%
NSAM
1238
North Star Asset Management
Wisconsin
$575K -$1.39K -13 -0.2%
KAS
1239
KPP Advisory Services
Kentucky
$574K -$516K -4,814 -45%
HL
1240
HeadInvest LLC
Maine
$569K -$14.7K -137 -2%
AOWM
1241
Alpha Omega Wealth Management
Virginia
$565K -$5.15K -48 -0.8%
CWM
1242
Calamos Wealth Management
Illinois
$563K +$96.8K +903 +19%
LFA
1243
Legacy Financial Advisors
Kentucky
$563K -$7.83K -73 -1%
CFC
1244
Coyle Financial Counsel
Illinois
$563K -$41.8K -390 -6%
Luther King Capital Management (LKCM)
1245
Luther King Capital Management (LKCM)
Texas
$563K -$115K -1,069 -16%
ET
1246
Equitable Trust
Tennessee
$562K +$186K +1,734 +44%
RCMF
1247
RK Capital Management (Florida)
Florida
$561K +$611K +5,700 New
RIA
1248
Richwood Investment Advisors
Ohio
$560K +$8.69K +81 +1%
JBC
1249
Jefferson Bridge Capital
Tennessee
$559K
ANTB
1250
AMG National Trust Bank
Colorado
$556K +$113K +1,057 +23%