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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
KC
1451
Kingfisher Capital
North Carolina
$599K +$345 +2 +0.1%
FMB
1452
Field & Main Bank
Kentucky
$599K +$11.2K +65 +2%
RCA
1453
Resonant Capital Advisors
Wisconsin
$598K +$33.1K +192 +5%
EWA
1454
EverSource Wealth Advisors
Alabama
$598K -$53.3K -309 -7%
VNA
1455
Valley National Advisers
Pennsylvania
$598K +$41.6K +241 +7%
OC
1456
Oakworth Capital
Alabama
$597K -$103K -597 -13%
CAL
1457
Capital Analysts LLC
Pennsylvania
$596K +$61.3K +355 +10%
KWA
1458
Kingswood Wealth Advisors
California
$595K +$659K +3,819 New
MBT
1459
Montecito Bank & Trust
California
$592K +$71.8K +416 +12%
TCA
1460
Transcend Capital Advisors
New Jersey
$591K -$68.2K -395 -9%
PWM
1461
Palumbo Wealth Management
New York
$590K -$136K -790 -17%
BWM
1462
Biltmore Wealth Management
Arizona
$590K +$6.21K +36 +1%
OWA
1463
Octavia Wealth Advisors
Ohio
$587K +$119K +689 +22%
SCI
1464
S&CO Inc
Massachusetts
$587K – – –
AF
1465
Arrow Financial
New York
$585K -$608K -3,525 -48%
JWM
1466
Jeppson Wealth Management
California
$585K -$109K -629 -14%
APWM
1467
Atlas Private Wealth Management
New York
$582K +$18.5K +107 +3%
CFP
1468
Catalyst Financial Partners
Massachusetts
$579K -$61.1K -354 -9%
WAG
1469
Wallace Advisory Group
California
$579K +$31.4K +182 +6%
FWCM
1470
Ferguson Wellman Capital Management
Oregon
$578K -$9.84K -57 -2%
DAC
1471
Dividend Assets Capital
South Carolina
$577K -$162K -938 -20%
ZF
1472
Zhang Financial
Michigan
$577K +$62.3K +361 +11%
VC
1473
Vicus Capital
Pennsylvania
$575K +$365K +2,117 +135%
WGAM
1474
Wilkinson Global Asset Management
New York
$573K – – –
CT
1475
Coastline Trust
Rhode Island
$573K -$331K -1,919 -34%