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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
IW
1351
Imprint Wealth
South Carolina
$737K +$27.8K +184 +4%
LFA
1352
LifeGuide Financial Advisors
Pennsylvania
$737K -$16.3K -108 -2%
ZIC
1353
ZWJ Investment Counsel
Georgia
$737K -$106K -703 -13%
AIM
1354
Acropolis Investment Management
Missouri
$735K +$26.5K +175 +4%
TFS
1355
Thoroughbred Financial Services
Tennessee
$734K -$49K -324 -6%
FIM
1356
Fernwood Investment Management
Massachusetts
$733K -$45.4K -300 -6%
CBTWT
1357
Community Bank & Trust (Waco, Texas)
Texas
$733K +$85.3K +564 +14%
PWP
1358
Precedent Wealth Partners
Texas
$727K +$700K +4,627 New
SVWAG
1359
Sound View Wealth Advisors Group
Georgia
$726K +$46.6K +308 +7%
SMC
1360
Smith, Moore & Co
Missouri
$723K -$104K -689 -13%
DFG
1361
Delta Financial Group
New Jersey
$720K -$18.7K -124 -3%
ACM
1362
Allred Capital Management
Texas
$709K -$756 -5 -0.1%
TPI
1363
Trust Point Inc
Wisconsin
$708K +$681K +4,506 New
AWG
1364
Altus Wealth Group
Colorado
$707K +$87.7K +580 +15%
BFO
1365
Boston Family Office
Massachusetts
$706K -$212K -1,401 -24%
JFGIW
1366
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$703K -$436K -2,885 -39%
GWM
1367
Geneos Wealth Management
Colorado
$699K -$347K -2,297 -34%
WFA
1368
WestHill Financial Advisors
California
$699K +$151 +1 +0%
Jones Financial Companies
1369
Jones Financial Companies
Missouri
$695K +$302K +1,996 +82%
EWM
1370
Evermay Wealth Management
Virginia
$691K +$756 +5 +0.1%
KA
1371
Kovack Advisors
Florida
$690K +$17.7K +117 +3%
CA
1372
Continuum Advisory
Idaho
$687K +$43.4K +287 +7%
TWM
1373
Thrive Wealth Management
Pennsylvania
$686K -$25.3K -167 -4%
NG
1374
Norden Group
Utah
$685K -$44.9K -297 -6%
GJWM
1375
Gilliland Jeter Wealth Management
Arkansas
$684K +$657K +4,348 New