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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1426
S.A. Mason
Michigan
$596K – – –
WPW
1427
Waldron Private Wealth
Pennsylvania
$596K -$34.4K -226 -5%
RFN
1428
RDA Financial Network
Iowa
$596K +$99K +651 +19%
DMBA
1429
Deseret Mutual Benefit Administrators
Utah
$595K +$67.9K +447 +13%
PAG
1430
Powers Advisory Group
Illinois
$592K +$49.7K +327 +9%
BO
1431
Bank OZK
Arkansas
$590K +$304K +2,000 +101%
WAM
1432
Wolverine Asset Management
Illinois
$590K -$2.08M -13,688 -78%
EWA
1433
EverSource Wealth Advisors
Alabama
$588K +$1.22K +8 +0.2%
CFMC
1434
Curbstone Financial Management Corp
New Hampshire
$584K – – –
CAM
1435
Cidel Asset Management
Ontario, Canada
$580K +$80.1K +527 +16%
RSA
1436
River Street Advisors
Illinois
$580K +$44.4K +292 +8%
DAM
1437
Diamant Asset Management
Connecticut
$577K -$13.8K -91 -2%
FWTB
1438
First Western Trust Bank
Colorado
$577K +$1.98K +13 +0.3%
BB
1439
Burford Brothers
Texas
$576K +$93.2K +613 +19%
CG
1440
Clifford Group
Massachusetts
$575K +$87.6K +576 +17%
MM
1441
MQS Management
New York
$572K +$585K +3,851 New
CAL
1442
Capital Analysts LLC
Pennsylvania
$571K +$35.7K +235 +7%
LC
1443
Lavaca Capital
Texas
$571K -$8.82K -58 -1%
BCM
1444
BluePath Capital Management
Georgia
$570K +$127K +834 +28%
SP
1445
Stablepoint Partners
Massachusetts
$570K +$72.8K +479 +14%
PWP
1446
Phillips Wealth Planners
Mississippi
$566K +$119K +781 +25%
SL
1447
Sentinus LLC
Illinois
$564K +$576K +3,792 New
BFO
1448
Boston Family Office
Massachusetts
$562K -$109K -714 -16%
GL
1449
Graypoint LLC
New York
$562K +$23.6K +155 +4%
EA
1450
Emerald Advisors
Washington
$561K +$96.1K +632 +20%