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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1651
Jones Financial Companies
Missouri
$286K +$164K +1,011 +150%
TCBWMS
1652
Texas Capital Bank Wealth Management Services
Texas
$285K -$11.8K -73 -4%
BFPW
1653
BOK Financial Private Wealth
Colorado
$285K +$29.6K +183 +12%
RWP
1654
Ridgecrest Wealth Partners
California
$285K +$271K +1,675 New
VHAM
1655
Van Hulzen Asset Management
California
$283K +$40.3K +249 +18%
MAM
1656
MMA Asset Management
Pennsylvania
$282K +$1.13K +7 +0.4%
HF
1657
HRT Financial
New York
$282K +$269K +1,661 New
CFC
1658
Coyle Financial Counsel
Illinois
$281K +$8.09K +50 +3%
QWM
1659
Quaker Wealth Management
New Jersey
$276K -$16.8K -104 -6%
CCM
1660
Compton Capital Management
Rhode Island
$275K – – –
AGA
1661
Accuvest Global Advisors
Utah
$275K +$262K +1,619 New
LJHT
1662
Laurie J. Hall Trustee
$272K – – –
FCA
1663
FinTrust Capital Advisors
South Carolina
$272K +$8.41K +52 +3%
WIC
1664
Whitegate Investment Counselors
New Hampshire
$271K +$20.2K +125 +9%
GIM
1665
Guild Investment Management
California
$270K +$257K +1,591 New
MCWS
1666
McKinley Carter Wealth Services
West Virginia
$269K +$2.59K +16 +1%
GSIS
1667
Global Strategic Investment Solutions
Arizona
$268K +$255K +1,578 New
BONST
1668
Bank of Nova Scotia Trust
Ontario, Canada
$267K -$278K -1,718 -52%
PWC
1669
PYA Waltman Capital
Tennessee
$267K – – –
ECM
1670
Elgethun Capital Management
South Dakota
$267K +$1.62K +10 +0.6%
NFG
1671
Nadler Financial Group
Illinois
$265K +$4.85K +30 +2%
GSEP
1672
Golden State Equity Partners
California
$264K -$13.7K -85 -5%
YMRC
1673
Yorktown Management & Research Company
Virginia
$262K -$243K -1,500 -49%
FPB
1674
First PREMIER Bank
South Dakota
$262K – – –
TWM
1675
Titus Wealth Management
California
$262K +$32.4K +200 +15%