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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
KA
1526
Kercheville Advisors
Texas
$333K +$59.9K +609 +23%
MF
1527
Montis Financial
Massachusetts
$333K +$98 +1 +0%
MQWP
1528
Morey & Quinn Wealth Partners
Nebraska
$330K -$12.8K -130 -4%
FFWA
1529
FRG Family Wealth Advisors
Washington
$329K +$984 +10 +0.3%
AW
1530
Atlas Wealth
Ohio
$328K -$4.62K -47 -1%
CBT
1531
CoreFirst Bank & Trust
Kansas
$326K +$78.7K +800 +33%
EC
1532
Eaton-Cambridge
Arizona
$324K +$14K +142 +5%
FTC
1533
Farmers Trust Company
Ohio
$323K -$22.2K -226 -7%
SL
1534
Sentinus LLC
Illinois
$323K +$28.2K +287 +10%
CFS
1535
Coordinated Financial Services
Colorado
$321K -$41.5K -422 -12%
HCA
1536
Harbour Capital Advisors
Virginia
$318K -$3.64K -37 -1%
SWM
1537
Segment Wealth Management
Texas
$317K – – –
CFP
1538
Cascade Financial Partners
California
$317K -$18.2K -185 -6%
TCM
1539
Traynor Capital Management
Pennsylvania
$316K -$1.77K -18 -0.6%
DAC
1540
Dividend Assets Capital
South Carolina
$315K +$7.67K +78 +3%
WAM
1541
Weatherly Asset Management
California
$313K -$3.44K -35 -1%
MHC
1542
Meyer Handelman Company
New York
$313K -$118K -1,200 -28%
WCG
1543
Weaver Consulting Group
California
$312K +$295 +3 +0.1%
VFM
1544
Vision Financial Markets
Connecticut
$310K -$5.71K -58 -2%
FAFN
1545
First Affirmative Financial Network
Colorado
$310K -$4.03K -41 -1%
PK
1546
Pflug Koory
Nebraska
$310K – – –
MFG
1547
MidWestOne Financial Group
Iowa
$309K – – –
DAM
1548
Diamant Asset Management
Connecticut
$309K – – –
ClearBridge Investments
1549
ClearBridge Investments
New York
$308K -$67.4K -685 -18%
AWMM
1550
Aegis Wealth Management (Maryland)
Maryland
$306K – – –