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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1501
Stokes Capital Advisors
South Carolina
$349K +$112K +1,075 +49%
SAS
1502
Spurstone Advisory Services
Connecticut
$349K -$53K -510 -14%
Financial Engines Advisors
1503
Financial Engines Advisors
California
$348K +$2.7K +26 +0.8%
WA1
1504
Wimmer Associates 1
California
$348K – – –
BFA
1505
Beacon Financial Advisory
Ohio
$346K -$154K -1,481 -32%
EC
1506
EntryPoint Capital
New York
$346K +$334K +3,215 New
WCM
1507
WealthTrak Capital Management
Virginia
$344K – – –
AAA
1508
American Alpha Advisors
New York
$344K +$14.7K +141 +5%
AIS
1509
Advocate Investing Services
Maryland
$343K +$135K +1,301 +69%
HCA
1510
Harbour Capital Advisors
Virginia
$342K – – –
AFGAS
1511
Allegiance Financial Group Advisory Services
Virginia
$341K -$23.3K -224 -7%
EHAM
1512
Eagle Harbor Asset Management
Washington
$341K – – –
SRA
1513
Secured Retirement Advisors
Minnesota
$341K -$88.2K -848 -21%
VCM
1514
Voleon Capital Management
California
$341K -$1.78M -17,106 -84%
RWA
1515
Rooted Wealth Advisors
Illinois
$340K +$3.22K +31 +1%
ECA
1516
Elevated Capital Advisors
Utah
$340K -$238K -2,288 -42%
SEP
1517
Southland Equity Partners
Missouri
$340K +$12.1K +116 +4%
MAM
1518
Martingale Asset Management
Massachusetts
$340K -$664K -6,390 -67%
SP
1519
Successful Portfolios
Florida
$340K -$2.18K -21 -0.7%
XT
1520
XTX Topco
Cayman Islands
$340K +$31.6K +304 +11%
ClearBridge Investments
1521
ClearBridge Investments
New York
$339K +$6.24K +60 +2%
CPSAC
1522
Chas P. Smith & Associates (CPS)
Florida
$339K -$9.88K -95 -3%
RAG
1523
RIA Advisory Group
Iowa
$339K -$59.5K -572 -15%
GSWM
1524
Greenup Street Wealth Management
Michigan
$339K +$77K +741 +31%
HR
1525
Hardy Reed
Mississippi
$337K +$24.4K +235 +8%