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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
VIM
1601
Vista Investment Management
Pennsylvania
$328K +$122K +616 +52%
TCBWMS
1602
Texas Capital Bank Wealth Management Services
Texas
$326K -$8.49K -43 -2%
WP
1603
WMS Partners
Maryland
$326K +$395 +2 +0.1%
DIA
1604
Dana Investment Advisors
Wisconsin
$325K – – –
QPWM
1605
Quadrant Private Wealth Management
Pennsylvania
$325K +$24.9K +126 +8%
WSCM
1606
Wellington Shields Capital Management
New York
$324K – – –
GQG Partners
1607
GQG Partners
Florida
$323K +$86.3K +437 +33%
EL
1608
Essex LLC
Illinois
$323K +$350K +1,774 New
TWM
1609
Titus Wealth Management
California
$322K +$66.9K +339 +24%
RWP
1610
Ridgecrest Wealth Partners
California
$321K – – –
CFD
1611
Creative Financial Designs
Indiana
$320K -$2.96K -15 -0.8%
ACA
1612
Aptus Capital Advisors
Alabama
$319K +$18K +91 +5%
SNBOSD
1613
Security National Bank of So Dak
Iowa
$318K +$345K +1,748 New
CAC
1614
Certified Advisory Corp
Florida
$316K +$3.16K +16 +0.9%
PFA
1615
Pinnacle Family Advisors
Missouri
$313K – – –
VHAM
1616
Van Hulzen Asset Management
California
$311K – – –
KA
1617
Kercheville Advisors
Texas
$310K – – –
MC
1618
Machina Capital
France
$310K +$336K +1,700 New
LA
1619
LexAurum Advisors
Kansas
$307K -$11.6K -59 -3%
MMG
1620
Monetary Management Group
Missouri
$306K +$286K +1,450 +628%
MKC
1621
M. Kraus & Co
Vermont
$305K – – –
VAM
1622
Verity Asset Management
North Carolina
$304K -$3.16K -16 -1%
CWP
1623
Concord Wealth Partners
Virginia
$302K -$220K -1,115 -40%
ED
1624
Exane Derivatives
France
$299K -$326K -1,650 -50%
MG
1625
Mather Group
Illinois
$296K -$194K -981 -38%