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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1251
Confluence Wealth Services
Pennsylvania
$1.12M -$3.4K -16 -0.3%
BWAM
1252
Boyd Watterson Asset Management
Ohio
$1.12M – – –
MSS
1253
Mitchell Sinkler & Starr
Pennsylvania
$1.12M -$21.2K -100 -2%
PA
1254
Procyon Advisors
Connecticut
$1.12M +$213K +1,003 +24%
SCM
1255
Shelton Capital Management
Colorado
$1.11M – – –
AAS
1256
Annex Advisory Services
Wisconsin
$1.11M +$26.6K +125 +2%
LFA
1257
LifeGuide Financial Advisors
Pennsylvania
$1.1M -$21.2K -100 -2%
CI
1258
CPR Investments
Michigan
$1.1M -$3.19K -15 -0.3%
LC
1259
Lindbrook Capital
California
$1.1M +$34.2K +161 +3%
AAM
1260
AR Asset Management
California
$1.09M – – –
CTI
1261
Community Trust & Investment
Kentucky
$1.09M – – –
5L
1262
55I LLC
Massachusetts
$1.09M -$9.14K -43 -0.8%
V
1263
VeraBank
Texas
$1.09M -$5.53K -26 -0.5%
SMC
1264
Smith, Moore & Co
Missouri
$1.08M +$27.4K +129 +3%
SWM
1265
Sendero Wealth Management
Texas
$1.08M -$283K -1,334 -21%
KA
1266
Kovack Advisors
Florida
$1.08M -$71.2K -335 -6%
ZIC
1267
ZWJ Investment Counsel
Georgia
$1.08M – – –
WFC
1268
Western Financial Corp
California
$1.08M +$120K +567 +13%
AT
1269
American Trust
Kentucky
$1.08M +$569K +2,680 +114%
LWP
1270
Lumature Wealth Partners
Georgia
$1.08M +$191K +900 +22%
BFA
1271
Buttonwood Financial Advisors
Maryland
$1.08M -$32.3K -152 -3%
OPS
1272
Orion Portfolio Solutions
Nebraska
$1.08M +$79K +372 +8%
RFG
1273
Range Financial Group
Oregon
$1.07M +$36.5K +172 +4%
SWIG
1274
Strategic Wealth Investment Group
Kentucky
$1.07M +$33.1K +156 +3%
OTL
1275
Oak Thistle LLC
New York
$1.07M +$1.06M +4,985 New