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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
WPW
1251
Waldron Private Wealth
Pennsylvania
$774K -$43.4K -268 -6%
SMC
1252
Smith, Moore & Co
Missouri
$773K +$48.7K +301 +7%
V
1253
VeraBank
Texas
$772K -$8.09K -50 -1%
EVC
1254
Eidelman Virant Capital
Missouri
$767K +$510K +3,150 +230%
IWAG
1255
Integer Wealth Advisors Group
Georgia
$765K -$8.09K -50 -1%
MHS
1256
M Holdings Securities
Oregon
$765K +$728K +4,503 New
BPC
1257
Banque Pictet & Cie
Switzerland
$764K +$141K +870 +24%
TBNY
1258
Trustco Bank (New York)
New York
$760K -$10.7K -66 -1%
ACM
1259
Allred Capital Management
Texas
$759K -$36.7K -227 -5%
MSA
1260
Marino Stram & Associates
Massachusetts
$757K +$57.7K +357 +9%
VA
1261
Valmark Advisers
Ohio
$755K +$39K +241 +6%
DWM
1262
Dakota Wealth Management
Florida
$754K -$38.3K -237 -5%
MGWM
1263
Marks Group Wealth Management
Minnesota
$754K +$42.5K +263 +6%
SB
1264
Sunflower Bank
Texas
$745K -$86.7K -536 -11%
WFA
1265
WestHill Financial Advisors
California
$740K +$162 +1 +0%
PSP
1266
Principal Street Partners
Tennessee
$740K +$445K +2,752 +172%
KMWM
1267
Keudell/Morrison Wealth Management
Oregon
$737K -$28.8K -178 -4%
RA
1268
RFG Advisory
Alabama
$735K -$49.2K -304 -7%
HCA
1269
Harbour Capital Advisors
Virginia
$732K +$697K +4,309 New
GEA
1270
Glen Eagle Advisors
New Jersey
$728K +$105K +651 +18%
SS
1271
Simplicity Solutions
Minnesota
$728K -$6.44M -39,837 -90%
ABTD
1272
Arvest Bank Trust Division
Oklahoma
$725K +$120K +743 +21%
PWP
1273
Principle Wealth Partners
Connecticut
$724K -$7.93K -49 -1%
AIC
1274
Archer Investment Corporation
Indiana
$722K
SCI
1275
S&CO Inc
Massachusetts
$717K