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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1576
Jeppson Wealth Management
California
$290K -$105K -1,070 -27%
EGA
1577
E&G Advisors
Texas
$290K -$9.84K -100 -3%
CBA
1578
Coastal Bridge Advisors
Connecticut
$289K -$308K -3,131 -52%
SAM
1579
Shell Asset Management
Netherlands
$289K -$5.9K -60 -2%
HR
1580
Hardy Reed
Mississippi
$288K -$13.5K -137 -5%
ST
1581
Somerset Trust
Pennsylvania
$288K -$23.9K -243 -8%
RF
1582
rebel Financial
Ohio
$288K +$280K +2,849 New
TIA
1583
Traphagen Investment Advisors
New Jersey
$286K +$20.8K +211 +8%
BFG
1584
Birch Financial Group
New Hampshire
$286K +$9.05K +92 +3%
RS
1585
R Squared
Hong Kong
$286K +$278K +2,830 New
AA
1586
Acorns Advisers
California
$285K +$72K +732 +35%
GIP
1587
Granite Investment Partners
California
$285K – – –
WEG
1588
World Equity Group
Illinois
$284K +$590 +6 +0.2%
RCA
1589
Resonant Capital Advisors
Wisconsin
$284K -$1.03M -10,480 -79%
MFC
1590
Mechanics Financial Corp
Ohio
$283K +$5.51K +56 +2%
WWC
1591
Waypoint Wealth Counsel
Georgia
$283K -$14.2K -144 -5%
BOJHT
1592
Bank of Jackson Hole Trust
Wyoming
$283K +$27.4K +278 +11%
PWP
1593
Phillips Wealth Planners
Mississippi
$283K -$3.35K -34 -1%
PFA
1594
Pathway Financial Advisors
Vermont
$283K -$74.8K -760 -21%
LFG
1595
Lockerman Financial Group
California
$283K +$275K +2,800 New
NHT
1596
New Hampshire Trust
New Hampshire
$282K +$60.8K +618 +28%
BW
1597
BIP Wealth
Georgia
$281K – – –
UCI
1598
Uncommon Cents Investing
Wisconsin
$280K +$273K +2,778 New
WC
1599
Wynn Capital
Georgia
$279K +$20.1K +204 +8%
CGL
1600
Clarius Group LLC
Washington
$279K +$1.48K +15 +0.5%