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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
DF
1401
Donoghue Forlines
Massachusetts
$631K +$35.1K +231 +6%
SIM
1402
Studio Investment Management
Illinois
$627K +$37.4K +246 +6%
FFWA
1403
FRG Family Wealth Advisors
Washington
$627K -$71.4K -470 -10%
JWA
1404
JFS Wealth Advisors
Pennsylvania
$626K -$15.5K -102 -2%
RL
1405
Rogco LP
Oklahoma
$625K +$11.9K +78 +2%
HPC
1406
HM Payson & Co
Maine
$625K -$20.5K -135 -3%
GAG
1407
GM Advisory Group
New York
$622K – – –
T
1408
TOBAM
France
$619K -$123K -810 -16%
GJWM
1409
Gilliland Jeter Wealth Management
Arkansas
$619K -$28.1K -185 -4%
TGAM
1410
TBH Global Asset Management
Tennessee
$619K -$608 -4 -0.1%
PWPS
1411
Pinnacle Wealth Planning Services
Ohio
$619K +$15.5K +102 +3%
TCWM
1412
Total Clarity Wealth Management
Illinois
$618K -$7.45K -49 -1%
SSWM
1413
Smith Salley Wealth Management
North Carolina
$615K -$2.65M -17,459 -81%
CPC
1414
Cookson Peirce & Co
Pennsylvania
$612K -$21.1K -139 -3%
WC
1415
Whitney & Co
New York
$610K – – –
VIM
1416
Vista Investment Management
Pennsylvania
$609K -$20.2K -133 -3%
FA
1417
Faithward Advisors
Pennsylvania
$609K +$300K +1,971 +93%
LFG
1418
Larson Financial Group
Missouri
$609K +$428K +2,818 +221%
JWWM
1419
Johnson & White Wealth Management
Pennsylvania
$608K +$166K +1,089 +36%
DI
1420
DAGCO Inc
Ohio
$607K +$569K +3,740 +1,090%
KCM
1421
Kanawha Capital Management
Virginia
$604K +$14K +92 +2%
BWM
1422
Biltmore Wealth Management
Arizona
$601K – – –
ESBC
1423
E.S. Barr & Co
Kentucky
$598K – – –
GP
1424
Girard Partners
Pennsylvania
$598K -$197K -1,294 -24%
OC
1425
Oakworth Capital
Alabama
$597K -$33.6K -221 -5%