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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
MCC
1376
Money Concepts Capital
Florida
$441K -$68.5K -659 -14%
BG
1377
Bollard Group
Massachusetts
$439K +$3.74K +36 +0.9%
AU
1378
AlphaGrep UK
$437K +$422K +4,062 New
FSAG
1379
Financial Solutions Advisory Group
Illinois
$436K -$223K -2,142 -35%
CA
1380
Calton & Associates
Florida
$433K +$28.9K +278 +7%
LA
1381
LVW Advisors
New York
$433K +$51.6K +496 +14%
SWMG
1382
Sard Wealth Management Group
Georgia
$433K – – –
PA
1383
Prairie Advisory
Kansas
$433K +$419K +4,027 New
WT
1384
Washington Trust
Rhode Island
$431K +$16.1K +155 +4%
PAG
1385
Powers Advisory Group
Illinois
$430K -$122K -1,172 -23%
CNBOF
1386
City National Bank of Florida
Florida
$430K +$105K +1,014 +34%
ACM
1387
Allred Capital Management
Texas
$429K – – –
FFG
1388
Fortress Financial Group
Minnesota
$428K -$85.9K -826 -17%
SW
1389
SkyOak Wealth
Michigan
$427K -$58.4K -562 -12%
WFI
1390
West Family Investments
California
$427K +$413K +3,972 New
AAS
1391
Annex Advisory Services
Wisconsin
$426K -$19.9K -191 -5%
BWA
1392
BlueSky Wealth Advisors
North Carolina
$426K -$5.92K -57 -1%
Luther King Capital Management (LKCM)
1393
Luther King Capital Management (LKCM)
Texas
$426K -$183K -1,756 -31%
KCP
1394
Kera Capital Partners
California
$425K -$69.3K -667 -14%
PAM
1395
Panagora Asset Management
Massachusetts
$425K -$52.1K -501 -11%
CIA
1396
Caerus Investment Advisors
Texas
$423K -$30.5K -293 -7%
CF
1397
Clarity Financial
Texas
$423K -$12.5K -120 -3%
PCG
1398
PFC Capital Group
California
$421K -$77.3K -744 -16%
LSIA
1399
LaSalle St. Investment Advisors
Illinois
$421K +$1.98K +19 +0.5%
ACP
1400
Argyle Capital Partners
California
$420K +$106K +1,020 +35%