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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1501
Wealth Architects
California
$417K +$453K +3,788 New
LWAM
1502
Legacy Wealth Asset Management
Minnesota
$416K +$23.9K +200 +6%
RL
1503
Rogco LP
Oklahoma
$415K -$32.3K -270 -7%
BMCM
1504
Bryn Mawr Capital Management
Pennsylvania
$414K -$149K -1,245 -25%
DW
1505
Durante & Waters
New York
$413K +$239 +2 +0.1%
CT
1506
Chicago Trust
Illinois
$412K -$42.2K -353 -9%
ClearBridge Investments
1507
ClearBridge Investments
New York
$411K -$408K -3,413 -48%
CWA
1508
Centerline Wealth Advisors
Kentucky
$410K +$120 +1 +0%
FSA
1509
Franklin Street Advisors
North Carolina
$409K
AWM
1510
Angeles Wealth Management
California
$407K -$109K -912 -20%
SMC
1511
Smith, Moore & Co
Missouri
$404K -$33.2K -278 -7%
FLI
1512
Family Legacy Inc
South Carolina
$404K -$2.39K -20 -0.5%
SSW
1513
Stone Summit Wealth
Florida
$403K -$879K -7,348 -67%
SWMG
1514
Sard Wealth Management Group
Georgia
$403K +$359 +3 +0.1%
AAA
1515
American Alpha Advisors
New York
$401K +$436K +3,645 New
SAS
1516
Spurstone Advisory Services
Connecticut
$401K +$262K +2,189 +151%
HA
1517
Herold Advisors
New York
$398K +$109K +908 +33%
FFBTD
1518
First Financial Bank - Trust Division
Ohio
$398K -$125K -1,049 -22%
MHIP
1519
Mountain Hill Investment Partners
New Jersey
$398K +$191K +1,600 +79%
CFS
1520
Coordinated Financial Services
Colorado
$397K +$130K +1,086 +43%
PCM
1521
Penserra Capital Management
California
$395K -$202K -1,692 -32%
FB
1522
Finward Bancorp
Indiana
$392K
PFA
1523
Pathway Financial Advisors
Vermont
$392K
SCM
1524
Schnieders Capital Management
California
$391K -$107K -897 -20%
JAG
1525
Journey Advisory Group
Kentucky
$391K +$27.6K +231 +7%