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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
SJIM
1376
St. Johns Investment Management
Florida
$594K -$18K -126 -3%
SB
1377
Simmons Bank
Arkansas
$593K -$54.4K -380 -8%
HWA
1378
Heartwood Wealth Advisors
Virginia
$593K +$265K +1,853 +75%
PFWA
1379
Paces Ferry Wealth Advisors
Georgia
$590K +$80.6K +563 +15%
MHC
1380
Meyer Handelman Company
New York
$588K
SWM
1381
Salvus Wealth Management
New Jersey
$586K -$1.72K -12 -0.3%
CFG
1382
CKW Financial Group
Hawaii
$585K
AIM
1383
Aigen Investment Management
New York
$585K +$612K +4,273 New
HPC
1384
HM Payson & Co
Maine
$584K +$9.02K +63 +1%
RWP
1385
Revolve Wealth Partners
New Jersey
$583K +$610K +4,262 New
GWM
1386
Greenwich Wealth Management
Connecticut
$583K -$4.01K -28 -0.7%
SWM
1387
Shakespeare Wealth Management
Wisconsin
$582K +$573 +4 +0.1%
FA
1388
Faithward Advisors
Pennsylvania
$582K +$22.2K +155 +4%
CBT
1389
Central Bank & Trust
Kentucky
$578K -$306K -2,137 -34%
LFG
1390
Larson Financial Group
Missouri
$578K +$18.3K +128 +3%
JWA
1391
JFS Wealth Advisors
Pennsylvania
$575K -$1K -7 -0.2%
MAG
1392
MRA Advisory Group
New Jersey
$573K +$101K +705 +20%
GAG
1393
GM Advisory Group
New York
$573K
PPWM
1394
Paragon Private Wealth Management
Kentucky
$572K -$134K -936 -18%
GJWM
1395
Gilliland Jeter Wealth Management
Arkansas
$571K +$1.29K +9 +0.2%
EWM
1396
Evermay Wealth Management
Virginia
$570K -$41.5K -290 -7%
KA
1397
Kovack Advisors
Florida
$570K +$596K +4,164 New
DMBA
1398
Deseret Mutual Benefit Administrators
Utah
$568K +$20.9K +146 +4%
TGAM
1399
TBH Global Asset Management
Tennessee
$567K -$2.86K -20 -0.5%
SIS
1400
Strategic Investment Solutions
Illinois
$565K +$621K +4,337 New