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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
BL
1626
Balentine LLC
Georgia
$337K +$325K +2,472 New
GM
1627
GeoWealth Management
Illinois
$337K -$32K -244 -9%
CCA
1628
Cobblestone Capital Advisors
New York
$337K +$5.38K +41 +2%
MS
1629
Maven Securities
Jersey
$337K +$324K +2,470 New
FGA
1630
Fortis Group Advisors
New Jersey
$336K +$263 +2 +0.1%
IIM
1631
Ipswich Investment Management
Massachusetts
$336K -$34.3K -261 -10%
AWAP
1632
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$336K +$4.07K +31 +1%
LNB
1633
Ledyard National Bank
$336K -$48.1K -366 -13%
CG
1634
Clifford Group
Massachusetts
$336K -$187K -1,425 -37%
BIG
1635
Brooklyn Investment Group
New York
$336K +$323K +2,461 New
NAS
1636
NWF Advisory Services
California
$334K -$2.23K -17 -0.7%
AFG
1637
Allegheny Financial Group
Pennsylvania
$333K +$3.28K +25 +1%
SAW
1638
Signal Advisors Wealth
Michigan
$333K +$320K +2,440 New
AWM
1639
Avior Wealth Management
Nebraska
$332K -$60.7K -462 -16%
PIM
1640
Plato Investment Management
Australia
$332K – – –
CPRC
1641
Consolidated Portfolio Review Corp
New York
$329K +$317K +2,413 New
WWC
1642
Waypoint Wealth Counsel
Georgia
$328K +$6.17K +47 +2%
WFS
1643
Walker Financial Services
Kentucky
$328K +$1.44K +11 +0.5%
CHA
1644
Carmichael Hill & Associates
Maryland
$328K +$27K +206 +9%
PCH
1645
PGIM Custom Harvest
New Jersey
$328K +$316K +2,405 New
RPCONE
1646
Retirement Planning Company of New England
Rhode Island
$328K +$50.5K +385 +19%
LA
1647
Lifeworks Advisors
Michigan
$327K +$66.8K +509 +27%
SSG
1648
Summit Securities Group
New York
$327K +$315K +2,400 New
CIS
1649
Capital International Sarl
California
$327K +$116K +887 +59%
AFP
1650
Ausdal Financial Partners
Iowa
$326K -$24.7K -188 -7%