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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
CPC
1576
Congress Park Capital
New York
$215K +$233K +2,575 New
HBWM
1577
Hollow Brook Wealth Management
New York
$215K +$233K +2,571 New
FAN
1578
Financial Advisors Network
California
$215K +$32.2K +355 +16%
EIP
1579
Ellis Investment Partners
Pennsylvania
$215K -$9.6K -106 -4%
EGA
1580
E&G Advisors
Texas
$215K -$27.2K -300 -10%
LWM
1581
Liberty Wealth Management
California
$214K -$8.61K -95 -4%
CFFP
1582
Center for Financial Planning
Michigan
$214K +$10.1K +112 +5%
SOAMC
1583
Spirit of America Management Corp
New York
$213K – – –
JF
1584
Joule Financial
Kentucky
$213K +$1.09K +12 +0.5%
TCWA
1585
Turtle Creek Wealth Advisors
Texas
$212K -$16K -177 -7%
FFO
1586
Fortitude Family Office
Arizona
$212K -$10.2K -113 -4%
AWAP
1587
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$212K +$14.2K +157 +7%
SIM
1588
Stratos Investment Management
Ohio
$212K -$554K -6,111 -71%
BFG
1589
Birch Financial Group
New Hampshire
$212K -$27.2K -300 -11%
NCTC
1590
New Covenant Trust Company
Indiana
$212K -$7.07K -78 -3%
SM
1591
Sweeney & Michel
California
$211K +$8.15K +90 +4%
HWA
1592
HCR Wealth Advisors
California
$211K -$14.1K -156 -6%
WEG
1593
World Equity Group
Illinois
$211K -$26.5K -293 -10%
CPCM
1594
Cardinal Point Capital Management
Ontario, Canada
$211K +$229K +2,525 New
SWA
1595
SFMG Wealth Advisors
Texas
$211K +$45.8K +506 +25%
CC
1596
Corsicana & Co
Texas
$210K +$228K +2,520 New
TT
1597
TI-Trust
Illinois
$210K – – –
IB
1598
Intrust Bank
Kansas
$210K -$139K -1,531 -38%
CPW
1599
Crestmont Private Wealth
Texas
$210K +$41.6K +459 +22%
AAM
1600
Austin Asset Management
Texas
$209K – – –