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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
CTI
1301
Community Trust & Investment
Kentucky
$970K – – –
CI
1302
CPR Investments
Michigan
$970K – – –
MA
1303
MKT Advisors
California
$969K +$183 +1 +0%
HA
1304
Herold Advisors
New York
$965K +$412K +2,247 +82%
MGIA
1305
Moneta Group Investment Advisors
Missouri
$965K +$167K +909 +22%
PWPS
1306
Pinnacle Wealth Planning Services
Ohio
$960K +$112K +609 +14%
LWP
1307
Lumature Wealth Partners
Georgia
$960K +$1.65K +9 +0.2%
VA
1308
Valmark Advisers
Ohio
$960K -$917 -5 -0.1%
AW
1309
Apricus Wealth
South Carolina
$960K -$32.8K -179 -3%
DIA
1310
Dana Investment Advisors
Wisconsin
$960K +$388K +2,113 +75%
LFA
1311
LifeGuide Financial Advisors
Pennsylvania
$959K -$27.5K -150 -3%
CIP
1312
Capital Insight Partners
Arizona
$958K -$59.6K -325 -6%
SIS
1313
Strategic Investment Solutions
Illinois
$958K -$46.2K -252 -5%
NL
1314
NWAM LLC
Washington
$957K -$464K -2,531 -34%
Bank Julius Baer & Co
1315
Bank Julius Baer & Co
Switzerland
$955K +$676K +3,683 +297%
VEA
1316
Virtus ETF Advisers
New York
$954K +$46K +251 +5%
AMG
1317
Advisors Management Group
Wisconsin
$952K -$8.8K -48 -1%
RWA
1318
Ropes Wealth Advisors
Massachusetts
$951K -$31.4K -171 -3%
NL
1319
NVWM LLC
Pennsylvania
$950K +$24.9K +136 +3%
CSB
1320
City State Bank
Iowa
$948K -$4.59K -25 -0.5%
DC
1321
DeDora Capital
California
$946K -$29.7K -162 -3%
BFA
1322
Buttonwood Financial Advisors
Maryland
$943K -$7.52K -41 -0.8%
PI
1323
Pettee Investors
Connecticut
$939K – – –
PFP
1324
Paragon Financial Partners
California
$937K -$92.5K -504 -9%
RIL
1325
Rothschild Investment LLC
Illinois
$937K +$1.47K +8 +0.2%