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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
DIA
1576
Dana Investment Advisors
Wisconsin
$309K -$26.2K -155 -8%
S
1577
SimplyRich
California
$308K +$36.5K +216 +13%
Financial Engines Advisors
1578
Financial Engines Advisors
California
$307K -$25.5K -151 -8%
AWM
1579
Aries Wealth Management
Maine
$306K
WAAG
1580
Wealth Alliance Advisory Group
Kansas
$306K +$307K +1,818 New
GH
1581
GAM Holding
Switzerland
$304K -$3.07M -18,171 -91%
Fayez Sarofim & Co
1582
Fayez Sarofim & Co
Texas
$304K +$304K +1,802 New
KA
1583
Kercheville Advisors
Texas
$303K +$304K +1,801 New
QCM
1584
Quantinno Capital Management
New York
$302K
WSCM
1585
Wellington Shields Capital Management
New York
$302K +$5.06K +30 +2%
WWA
1586
WC Walker & Associates
California
$300K +$316K +1,870 New
BCM
1587
Boltwood Capital Management
California
$299K
IAS
1588
Investment Advisory Services
Texas
$299K +$1.52K +9 +0.5%
ECG
1589
Edge Capital Group
Georgia
$298K +$85.1K +504 +40%
QPWM
1590
Quadrant Private Wealth Management
Pennsylvania
$296K -$113K -667 -27%
PRWA
1591
Platte River Wealth Advisors
Colorado
$296K
LA
1592
LexAurum Advisors
Kansas
$296K +$296K +1,755 New
TCBWMS
1593
Texas Capital Bank Wealth Management Services
Texas
$295K -$109K -643 -27%
TF
1594
TimeScale Financial
Massachusetts
$295K +$13.7K +81 +5%
CAG
1595
Crestwood Advisors Group
Massachusetts
$295K +$18.9K +112 +7%
Credit Agricole
1596
Credit Agricole
France
$294K -$9.45K -56 -3%
ACA
1597
Aptus Capital Advisors
Alabama
$292K +$293K +1,737 New
QWM
1598
Quaker Wealth Management
New Jersey
$291K +$291K +1,726 New
LNWTC
1599
Laird Norton Wetherby Trust Company
Washington
$291K +$292K +1,733 New
MFG
1600
MidWestOne Financial Group
Iowa
$290K