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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
SP
1626
Stonebrook Private
Michigan
$432K +$415K +2,747 New
BMCM
1627
Burns Matteson Capital Management
New York
$431K -$21K -139 -5%
FSA
1628
Franklin Street Advisors
North Carolina
$430K -$16.9K -112 -4%
HIIFS
1629
Harel Insurance Investments & Financial Services
Israel
$430K +$149K +986 +56%
WKWM
1630
Walter & Keenan Wealth Management
Indiana
$430K +$58.2K +385 +16%
SWM
1631
Silverlake Wealth Management
Vermont
$429K +$31.4K +208 +8%
AW
1632
Atlas Wealth
Ohio
$429K – – –
ITIM
1633
Indiana Trust & Investment Management
Indiana
$428K -$13.3K -88 -3%
DS
1634
DRW Securities
Illinois
$427K -$529K -3,499 -56%
TI
1635
Truepoint Inc
Ohio
$425K +$409K +2,706 New
OC
1636
Opinicus Capital
Florida
$425K +$408K +2,701 New
FCMC
1637
Founders Capital Management (Connecticut)
Connecticut
$424K +$34K +225 +9%
HIA
1638
Harbor Investment Advisory
Maryland
$424K -$76.4K -505 -16%
MMHP
1639
Murphy Middleton Hinkle & Parker
Georgia
$424K -$3.93K -26 -1%
NF
1640
Nikulski Financial
Iowa
$422K – – –
RGC
1641
Roberts, Glore & Co
Illinois
$421K -$7.41K -49 -2%
NLP
1642
Next Level Private
New York
$421K -$122K -808 -23%
WC
1643
Westhampton Capital
North Carolina
$421K -$7.56K -50 -2%
ATC
1644
Adirondack Trust Company
New York
$420K +$21.6K +143 +5%
PWM
1645
Paulson Wealth Management
Illinois
$419K +$138K +916 +52%
WAM
1646
Weatherly Asset Management
California
$418K -$6.65K -44 -2%
AWAP
1647
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$418K -$19.4K -128 -5%
BBA
1648
BLB&B Advisors
Pennsylvania
$418K +$40.1K +265 +11%
CFA
1649
CWS Financial Advisors
Michigan
$417K +$200K +1,324 +100%
SEM
1650
Suncoast Equity Management
Florida
$417K – – –