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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
MA
1301
MKT Advisors
California
$806K -$2.27K -15 -0.3%
BTWM
1302
Baker Tilly Wealth Management
Wisconsin
$805K -$149K -987 -16%
CTI
1303
Community Trust & Investment
Kentucky
$802K -$30.5K -202 -4%
AAM
1304
AR Asset Management
California
$802K – – –
AIM
1305
Access Investment Management
Georgia
$802K +$771K +5,100 New
MAM
1306
Mirabaud Asset Management
United Kingdom
$801K +$770K +5,093 New
FG
1307
Fiduciary Group
Georgia
$800K -$16.9K -112 -2%
NAS
1308
Nicolet Advisory Services
Wisconsin
$800K -$77.9K -515 -9%
CC
1309
Chicago Capital
Illinois
$796K -$18K -119 -2%
WHCI
1310
W.H. Cornerstone Investments
Massachusetts
$796K -$243K -1,605 -24%
I
1311
InceptionR
California
$794K +$139K +919 +22%
BFAG
1312
Blackston Financial Advisory Group
Florida
$791K +$12.9K +85 +2%
Bank Julius Baer & Co
1313
Bank Julius Baer & Co
Switzerland
$788K +$115K +763 +18%
CS
1314
Capital Square
Tennessee
$786K -$16.5K -109 -2%
CI
1315
CPR Investments
Michigan
$786K – – –
GSEP
1316
Golden State Equity Partners
California
$784K -$92.8K -614 -11%
T
1317
TOBAM
France
$782K +$155K +1,026 +26%
CFGS
1318
Concourse Financial Group Securities
Alabama
$782K +$97.7K +646 +15%
HAFS
1319
Hapanowicz & Associates Financial Services
Pennsylvania
$780K – – –
MIM
1320
Morningstar Investment Management
Illinois
$780K +$2.42K +16 +0.3%
DC
1321
DeDora Capital
California
$776K +$42.9K +284 +6%
AW
1322
Apricus Wealth
South Carolina
$775K -$756 -5 -0.1%
DWM
1323
Darwin Wealth Management
Florida
$772K -$5.14K -34 -0.7%
PFGIA
1324
Patriot Financial Group Insurance Agency
Massachusetts
$770K +$16.5K +109 +2%
VA
1325
Valmark Advisers
Ohio
$770K -$16.8K -111 -2%