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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
1601
Texas Capital Bank Wealth Management Services
Texas
$381K +$30.4K +152 +9%
AWM
1602
Absher Wealth Management
North Carolina
$375K -$71K -355 -16%
KPCM
1603
Kings Point Capital Management
New York
$375K – – –
WQ
1604
Wealth Quarterback
New Jersey
$374K +$359K +1,794 New
TF
1605
TimeScale Financial
Massachusetts
$373K -$13.4K -67 -4%
WP
1606
WMS Partners
Maryland
$372K -$39.6K -198 -10%
QCM
1607
Quantinno Capital Management
New York
$372K – – –
DIA
1608
Dana Investment Advisors
Wisconsin
$371K – – –
LB
1609
Legacy Bridge
Iowa
$370K -$20K -100 -5%
WSCM
1610
Wellington Shields Capital Management
New York
$370K -$3K -15 -0.8%
SFO
1611
Stokes Family Office
Louisiana
$370K +$15K +75 +4%
CFD
1612
Creative Financial Designs
Indiana
$369K -$3K -15 -0.8%
TA
1613
Tiedemann Advisors
New York
$368K -$35.8K -179 -9%
RWP
1614
Ridgecrest Wealth Partners
California
$367K +$17.6K +88 +5%
WPA
1615
West Paces Advisors
Georgia
$366K +$131K +655 +59%
RSWM
1616
Robertson Stephens Wealth Management
California
$366K +$13K +65 +4%
CG
1617
Corundum Group
Colorado
$365K -$28.4K -142 -7%
LA
1618
LexAurum Advisors
Kansas
$363K – – –
AGA
1619
Accuvest Global Advisors
Utah
$360K +$22.2K +111 +7%
WC
1620
Westhampton Capital
North Carolina
$359K – – –
LNWTC
1621
Laird Norton Wetherby Trust Company
Washington
$359K +$600 +3 +0.2%
AL
1622
Aspiriant LLC
California
$359K +$69.8K +349 +25%
CAC
1623
Certified Advisory Corp
Florida
$358K +$5.6K +28 +2%
BCM
1624
Becker Capital Management
Oregon
$358K +$57.2K +286 +20%
PFA
1625
Pinnacle Family Advisors
Missouri
$357K +$3.2K +16 +0.9%
63 64
65
66 67