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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
RCG
1701
Rock Creek Group
District of Columbia
$239K -$225K -1,392 -50%
FFG
1702
Frisch Financial Group
New York
$238K -$158K -978 -41%
TWA
1703
TCI Wealth Advisors
Arizona
$238K -$5.82K -36 -3%
MHIC
1704
Marble Harbor Investment Counsel
Massachusetts
$238K
WBG
1705
Wharton Business Group
Pennsylvania
$238K +$227K +1,403 New
PB
1706
Pinnacle Bancorp
Nebraska
$235K +$12.1K +75 +6%
AL
1707
Aspiriant LLC
California
$234K +$647 +4 +0.3%
WCF
1708
West Coast Financial
California
$234K +$10.2K +63 +5%
W
1709
Wealthquest
Ohio
$233K
KA
1710
Klingman & Associates
New York
$233K +$222K +1,370 New
ESCM
1711
Echo Street Capital Management
New York
$233K +$222K +1,372 New
BHBT
1712
Burke & Herbert Bank & Trust
Virginia
$231K -$324 -2 -0.1%
DA
1713
Dillon & Associates
Michigan
$230K -$10.5K -65 -5%
MW
1714
MBL Wealth
North Carolina
$230K +$218K +1,350 New
ROTUOC
1715
Regents of the University of California
California
$229K
Credit Agricole
1716
Credit Agricole
France
$228K -$64.9K -401 -23%
LIA
1717
LBMC Investment Advisors
Tennessee
$227K -$3.23K -20 -1%
SIM
1718
SSI Investment Management
California
$227K -$162 -1 -0.1%
FWM
1719
Fairhaven Wealth Management
Illinois
$227K +$162 +1 +0.1%
VCM
1720
Vivaldi Capital Management
Illinois
$225K -$109K -675 -39%
CAMG
1721
CWA Asset Management Group
Florida
$224K -$240K -1,485 -53%
MMM
1722
Mendel Money Management
Illinois
$224K
GSWM
1723
Golden State Wealth Management
California
$223K -$413K -2,556 -66%
SAM
1724
Seelaus Asset Management
New Jersey
$223K +$213K +1,314 New
TFA
1725
Trinity Financial Advisors
Ohio
$221K