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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
SW
1476
SteelPeak Wealth
California
$697K +$483K +2,274 +233%
RWI
1477
Red Wave Investments
Pennsylvania
$696K +$202K +950 +41%
SLF
1478
Sun Life Financial
Ontario, Canada
$694K -$75K -353 -10%
MPW
1479
MA Private Wealth
California
$692K +$2.55K +12 +0.4%
KPW
1480
Kore Private Wealth
New York
$692K +$27.6K +130 +4%
TAM
1481
Tocqueville Asset Management
New York
$689K -$123K -580 -15%
Credit Agricole
1482
Credit Agricole
France
$689K +$473K +2,227 +226%
AA
1483
AlphaMark Advisors
Kentucky
$688K +$650K +3,060 +2,040%
SCM
1484
Southport Capital Management
Tennessee
$686K -$205K -964 -23%
BDWM
1485
Brewin Dolphin Wealth Management
Ireland
$684K
PP
1486
Paloma Partners
Connecticut
$682K -$347K -1,634 -34%
MWM
1487
Minot Wealth Management
Massachusetts
$681K +$18.7K +88 +3%
FG
1488
Fiduciary Group
Georgia
$681K +$30.6K +144 +4%
CFFP
1489
Center for Financial Planning
Michigan
$678K -$30K -141 -4%
EGA
1490
E&G Advisors
Texas
$678K
CAL
1491
Capital Analysts LLC
Pennsylvania
$677K -$47.8K -225 -7%
SWM
1492
Selective Wealth Management
Virginia
$674K +$23.8K +112 +4%
FNT
1493
First Nebraska Trust
Nebraska
$674K -$53.1K -250 -7%
CA
1494
Cornerstone Advisory
Maryland
$672K +$6.8K +32 +1%
SIG
1495
Sargent Investment Group
Maryland
$671K +$19.5K +92 +3%
BWA
1496
Blodgett Wealth Advisors
California
$668K +$425 +2 +0.1%
VCM
1497
Vigilant Capital Management
Maine
$666K
FMTC
1498
Farmers & Merchants Trust Company
California
$665K -$60.1K -283 -8%
OWA
1499
Octavia Wealth Advisors
Ohio
$663K +$25.3K +119 +4%
FAM
1500
Formidable Asset Management
Ohio
$662K +$20.8K +98 +3%