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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
1276
Global Trust Asset Management
Florida
$206K +$203K +1,725 New
IWA
1277
Intercontinental Wealth Advisors
Texas
$205K +$2.7K +23 +1%
CFA
1278
Capstone Financial Advisors
Illinois
$204K – – –
CBTWT
1279
Community Bank & Trust (Waco, Texas)
Texas
$203K -$25.9K -220 -11%
FAM
1280
Fenimore Asset Management
New York
$203K – – –
LJHT
1281
Laurie J. Hall Trustee
$203K +$23.5K +200 +13%
SAM
1282
SignalPoint Asset Management
Missouri
$202K -$14.2K -121 -7%
CCP
1283
Corient Capital Partners
California
$202K -$8.46K -72 -4%
SCI
1284
Stableford Capital II
Arizona
$201K -$187K -1,593 -49%
B
1285
Brightworth
Georgia
$201K +$118 +1 +0.1%
HWM
1286
Holloway Wealth Management
Florida
$200K – – –
IWP
1287
Icon Wealth Partners
Texas
$195K +$192K +1,633 New
NCM
1288
Nelson Capital Management
California
$174K +$11.8K +100 +7%
MA
1289
MCF Advisors
Kentucky
$173K – – –
CPIG
1290
Chicago Partners Investment Group
Illinois
$169K -$39.1K -333 -19%
SNT
1291
Security National Trust
West Virginia
$168K +$14.1K +120 +9%
BLA
1292
Balter Liquid Alternatives
Massachusetts
$156K +$154K +1,309 New
VIM
1293
Veritas Investment Management
United Kingdom
$155K – – –
MWM
1294
Mascoma Wealth Management
New Hampshire
$151K +$153K +1,300 New
TC
1295
Trust Company
Kansas
$150K – – –
PFBT
1296
Parkside Financial Bank & Trust
Missouri
$150K +$2.35K +20 +2%
WEC
1297
Winslow Evans & Crocker
Massachusetts
$148K – – –
PGWM
1298
Parisi Gray Wealth Management
New Jersey
$148K +$140K +1,195 New
OIA
1299
OneDigital Investment Advisors
Kansas
$147K +$49.1K +418 +51%
ADL
1300
Asset Dedication LLC
California
$145K -$10.6K -90 -7%