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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
APA
1326
Astoria Portfolio Advisors
New York
$765K +$225K +1,487 +40%
PMSA
1327
Patrick M. Sweeney & Associates
Illinois
$765K +$736K +4,866 New
HP
1328
Hilltop Partners
Indiana
$764K -$85.3K -564 -10%
KMWM
1329
Keudell/Morrison Wealth Management
Oregon
$764K -$151 -1 -0%
AMG
1330
Advisors Management Group
Wisconsin
$763K +$454 +3 +0.1%
SIS
1331
Strategic Investment Solutions
Illinois
$761K +$684K +4,527 +1,437%
CIP
1332
Capital Insight Partners
Arizona
$759K -$6.2K -41 -0.8%
ARC
1333
Advisor Resource Council
Texas
$756K +$726K +4,805 New
LSAG
1334
Lake Street Advisors Group
New Hampshire
$755K -$1.75M -11,569 -71%
SFS
1335
Solitude Financial Services
Virginia
$755K -$15.1K -100 -2%
PI
1336
Pettee Investors
Connecticut
$755K +$3.02K +20 +0.4%
EBWM
1337
Eagle Bluffs Wealth Management
Missouri
$755K +$88.6K +586 +14%
AAS
1338
Annex Advisory Services
Wisconsin
$753K -$29K -192 -4%
Parallax Volatility Advisers
1339
Parallax Volatility Advisers
California
$751K -$21.6M -142,566 -97%
CSB
1340
City State Bank
Iowa
$748K -$2.12K -14 -0.3%
MIH
1341
Meitav Investment House
Israel
$747K
SAA
1342
Southeast Asset Advisors
Georgia
$746K
BFA
1343
Buttonwood Financial Advisors
Maryland
$745K -$13.6K -90 -2%
LIM
1344
Longfellow Investment Management
Massachusetts
$745K
PWP
1345
Principle Wealth Partners
Connecticut
$743K -$15.3K -101 -2%
FFWA
1346
FRG Family Wealth Advisors
Washington
$742K
WAAG
1347
Wealth Alliance Advisory Group
Kansas
$742K +$188K +1,244 +36%
ML
1348
McAdam LLC
Pennsylvania
$741K +$5.29K +35 +0.7%
STA
1349
Summit Trail Advisors
New York
$739K +$84.2K +557 +13%
IW
1350
Imprint Wealth
South Carolina
$737K +$27.8K +184 +4%