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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1451
Calton & Associates
Florida
$369K -$181K -1,684 -31%
SAM
1452
Summit Asset Management
Tennessee
$368K – – –
PTC
1453
Private Trust Company
Ohio
$368K -$43.1K -402 -10%
CWA
1454
Centerline Wealth Advisors
Kentucky
$368K +$107 +1 +0%
RAG
1455
RIA Advisory Group
Iowa
$366K +$4.93K +46 +1%
AAM
1456
Azzad Asset Management
Virginia
$366K +$399K +3,720 New
BS
1457
Banco Santander
Spain
$364K -$142K -1,323 -26%
TP
1458
Thayer Partners
Pennsylvania
$364K +$14.5K +135 +4%
XWL
1459
XXI Wealth LLC
Illinois
$364K +$100K +934 +34%
CWG
1460
Cornerstone Wealth Group
North Carolina
$364K +$73.6K +686 +25%
CFS
1461
CRA Financial Services
New Jersey
$363K -$5.25K -49 -1%
SAS
1462
Spurstone Advisory Services
Connecticut
$363K -$5.36K -50 -1%
AWM
1463
Aprio Wealth Management
Georgia
$363K +$33.9K +316 +9%
VIP
1464
Vista Investment Partners
Oklahoma
$362K – – –
EAN
1465
Excelsior Advisor Network
Colorado
$361K +$63.7K +594 +19%
WAM
1466
Wolverine Asset Management
Illinois
$361K +$334K +3,118 +569%
DAM
1467
Diamant Asset Management
Connecticut
$360K +$64.3K +600 +20%
ESBC
1468
E.S. Barr & Co
Kentucky
$360K -$6.65K -62 -2%
WEG
1469
World Equity Group
Illinois
$359K +$121K +1,126 +45%
AMBIA
1470
Allen Mooney & Barnes Investment Advisors
Georgia
$359K +$163K +1,519 +71%
SSWM
1471
Smith Salley Wealth Management
North Carolina
$358K +$391K +3,644 New
CP
1472
Castleview Partners
Texas
$358K +$56.3K +525 +17%
CI Investments Inc
1473
CI Investments Inc
Ontario, Canada
$358K -$73.8K -688 -16%
1SB
1474
1ST Source Bank
Indiana
$358K -$55K -513 -12%
RCA
1475
Resonant Capital Advisors
Wisconsin
$358K -$31.4K -293 -7%