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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1401
Cohen Capital Management
California
$662K – – –
CBTWT
1402
Community Bank & Trust (Waco, Texas)
Texas
$662K +$690 +4 +0.1%
Bank Julius Baer & Co
1403
Bank Julius Baer & Co
Switzerland
$662K +$19.9K +115 +3%
EBWM
1404
Eagle Bluffs Wealth Management
Missouri
$657K +$727K +4,213 New
SIM
1405
Sentry Investment Management
Wisconsin
$655K -$166K -963 -19%
PWPS
1406
Pinnacle Wealth Planning Services
Ohio
$655K +$28.1K +163 +4%
DBG
1407
De Burlo Group
Massachusetts
$654K -$121K -700 -14%
CC
1408
Corton Capital
Ontario, Canada
$654K +$394K +2,280 +119%
TNAM
1409
Terra Nova Asset Management
New York
$650K – – –
GWM
1410
Greenwich Wealth Management
Connecticut
$649K +$8.46K +49 +1%
IP
1411
Ignite Planners
California
$648K +$68.9K +399 +10%
STA
1412
Summit Trail Advisors
New York
$646K -$198K -1,147 -22%
SA
1413
SRN Advisors
Pennsylvania
$646K +$13.8K +80 +2%
CPC
1414
Cookson Peirce & Co
Pennsylvania
$645K +$41.4K +240 +6%
I
1415
InceptionR
California
$644K -$133K -768 -16%
TL
1416
Tradewinds LLC
North Carolina
$642K -$7.94K -46 -1%
WC
1417
Whitney & Co
New York
$642K – – –
SHFA
1418
SC&H Financial Advisors
Maryland
$641K +$173 +1 +0%
SAM
1419
S.A. Mason
Michigan
$641K – – –
LC
1420
Lavaca Capital
Texas
$637K -$1.03M -5,970 -59%
CA
1421
Continuum Advisory
Idaho
$636K +$18.1K +105 +3%
PFWA
1422
Paces Ferry Wealth Advisors
Georgia
$636K -$16.4K -95 -2%
CAWM
1423
Capital Advisors Wealth Management
Washington
$635K -$139K -808 -17%
TGAM
1424
TBH Global Asset Management
Tennessee
$630K +$277K +1,603 +66%
ESBC
1425
E.S. Barr & Co
Kentucky
$629K -$7.59K -44 -1%