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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
1351
WestHill Financial Advisors
California
$790K +$346 +2 +0%
FIM
1352
Freedom Investment Management
Connecticut
$788K -$42.6K -246 -5%
PWP
1353
Principle Wealth Partners
Connecticut
$787K -$15.6K -90 -2%
OC
1354
Oakworth Capital
Alabama
$785K +$9.35K +54 +1%
IAMOG
1355
Investors Asset Management of Georgia
Georgia
$782K +$6.06K +35 +0.8%
MMM
1356
Mendel Money Management
Illinois
$780K -$13K -75 -2%
KA
1357
Kovack Advisors
Florida
$779K -$37.7K -218 -5%
SRG
1358
SBB Research Group
Illinois
$777K +$6.41K +37 +0.8%
MWA
1359
Meridian Wealth Advisors
Texas
$776K +$15.2K +88 +2%
APP
1360
Avantax Planning Partners
Iowa
$772K -$22.7K -131 -3%
AAS
1361
Annex Advisory Services
Wisconsin
$771K -$55K -318 -7%
HPC
1362
HM Payson & Co
Maine
$768K +$17.1K +99 +2%
JWA
1363
JFS Wealth Advisors
Pennsylvania
$767K -$33.6K -194 -4%
CCM
1364
Cribstone Capital Management
Maine
$766K +$97.1K +561 +15%
ML
1365
McAdam LLC
Pennsylvania
$761K -$13.2K -76 -2%
PPC
1366
Park Place Capital
Alabama
$761K +$758K +4,378 New
FWCM
1367
Ferguson Wellman Capital Management
Oregon
$760K +$84.3K +487 +13%
SFP
1368
Sweet Financial Partners
Minnesota
$756K +$126K +727 +20%
AAMC
1369
Asset Allocation & Management Company
Illinois
$755K -$93.1K -538 -11%
PWPS
1370
Pinnacle Wealth Planning Services
Ohio
$755K -$261K -1,509 -26%
MGIA
1371
Moneta Group Investment Advisors
Missouri
$753K +$14.9K +86 +2%
IP
1372
Ignite Planners
California
$752K +$715K +4,129 New
HWM
1373
Hohimer Wealth Management
Washington
$750K -$749K -4,328 -50%
TBNY
1374
Trustco Bank (New York)
New York
$749K -$2.08K -12 -0.3%
CAGAS
1375
Capital Advisory Group Advisory Services
Minnesota
$746K -$52.8K -305 -7%