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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1451
Atticus Wealth Management
Florida
$367K -$87.1K -931 -20%
SP
1452
Successful Portfolios
Florida
$367K +$43.5K +465 +16%
AWM
1453
Adams Wealth Management
Utah
$366K -$17.4K -186 -5%
CI
1454
CacheTech Inc
Utah
$366K -$17.4K -186 -5%
RAG
1455
RIA Advisory Group
Iowa
$365K -$7.86K -84 -2%
VIP
1456
Vista Investment Partners
Oklahoma
$365K
SWMG
1457
Sard Wealth Management Group
Georgia
$363K -$1.59K -17 -0.5%
CIS
1458
Capital International Sarl
California
$363K
PWW
1459
Pettyjohn Wood & White
Virginia
$362K -$25.7K -275 -7%
NA
1460
Nordwand Advisors
Pennsylvania
$362K
GP
1461
Greenline Partners
New York
$360K -$59.3K -634 -15%
BFA
1462
Buttonwood Financial Advisors
Maryland
$359K -$9.26K -99 -3%
ZBNA
1463
Zions Bancorporation, National Association
Utah
$359K +$324K +3,464 +2,294%
LWCFA
1464
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$358K +$3.74K +40 +1%
SFC
1465
SYM Financial Corp
Indiana
$358K +$337K +3,606 New
GM
1466
GeoWealth Management
Illinois
$357K +$37.2K +398 +12%
MWM
1467
Madrid Wealth Management
New Mexico
$356K +$336K +3,591 New
MYIA
1468
Mount Yale Investment Advisors
Colorado
$355K +$334K +3,575 New
FB
1469
Finward Bancorp
Indiana
$354K
TP
1470
Thayer Partners
Pennsylvania
$354K +$334K +3,567 New
SRA
1471
Secured Retirement Advisors
Minnesota
$354K -$21.5K -230 -6%
ZI
1472
ZEGA Investments
Florida
$351K +$331K +3,542 New
CSB
1473
City State Bank
Iowa
$350K -$59.8K -639 -15%
GTWM
1474
Global Trust Wealth Management
Florida
$350K +$330K +3,528 New
NFC
1475
Northstar Financial Companies
Pennsylvania
$349K +$329K +3,514 New