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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
1301
Robertson Stephens Wealth Management
California
$624K +$31.3K +262 +5%
GCM
1302
Gallacher Capital Management
Colorado
$620K +$675K +5,641 New
DWM
1303
Darwin Wealth Management
Florida
$619K – – –
BCP
1304
Blue Chip Partners
Michigan
$618K -$117K -982 -15%
AA
1305
Armis Advisers
Georgia
$617K +$774K +6,472 New
AIA
1306
AssuredPartners Investment Advisors
Florida
$615K -$47K -393 -7%
1SB
1307
1ST Source Bank
Indiana
$610K +$14K +117 +2%
HIP
1308
HUB Investment Partners
Texas
$605K +$20.9K +175 +3%
FFM
1309
Forum Financial Management
Illinois
$603K +$148K +1,240 +29%
CWS
1310
Confluence Wealth Services
Pennsylvania
$602K -$46.8K -391 -6%
FT
1311
Fiduciary Trust
Massachusetts
$597K -$173K -1,445 -21%
CHAM
1312
Clear Harbor Asset Management
Connecticut
$597K +$649K +5,431 New
ISFAN
1313
Investor's Fiduciary Advisor Network
Washington
$597K -$58.9K -493 -8%
MYLI
1314
Meiji Yasuda Life Insurance
Japan
$594K -$29.9K -250 -4%
FFS
1315
Forge Financial Services
Oklahoma
$594K – – –
DA
1316
Denali Advisors
California
$594K +$646K +5,400 New
LC
1317
Lincoln Capital
Nebraska
$592K -$40.3K -337 -5%
CIA
1318
Choate Investment Advisors
Massachusetts
$592K +$24.2K +202 +4%
Caisse de Depot et Placement du Quebec (CDPQ)
1319
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$590K +$641K +5,363 New
OFS
1320
OneAscent Financial Services
Alabama
$588K +$334K +2,791 +109%
BSB
1321
Bangor Savings Bank
Maine
$584K -$37.7K -315 -6%
AIM
1322
Acropolis Investment Management
Missouri
$583K -$48.3K -404 -7%
SA
1323
Sylvest Advisors
Texas
$582K +$187K +1,563 +42%
CTI
1324
Community Trust & Investment
Kentucky
$581K -$7.41K -62 -1%
CCA
1325
Checchi Capital Advisers
California
$580K -$21.8K -182 -3%