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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
SN
1701
Sittner & Nelson
Oregon
$241K +$445K +2,750 +526%
RCG
1702
Rock Creek Group
District of Columbia
$239K -$225K -1,392 -50%
FFG
1703
Frisch Financial Group
New York
$238K -$158K -978 -41%
TWA
1704
TCI Wealth Advisors
Arizona
$238K -$5.82K -36 -3%
MHIC
1705
Marble Harbor Investment Counsel
Massachusetts
$238K – – –
WBG
1706
Wharton Business Group
Pennsylvania
$238K +$227K +1,403 New
PB
1707
Pinnacle Bancorp
Nebraska
$235K +$12.1K +75 +6%
AL
1708
Aspiriant LLC
California
$234K +$647 +4 +0.3%
WCF
1709
West Coast Financial
California
$234K +$10.2K +63 +5%
W
1710
Wealthquest
Ohio
$233K – – –
KA
1711
Klingman & Associates
New York
$233K +$222K +1,370 New
ESCM
1712
Echo Street Capital Management
New York
$233K +$222K +1,372 New
BHBT
1713
Burke & Herbert Bank & Trust
Virginia
$231K -$324 -2 -0.1%
DA
1714
Dillon & Associates
Michigan
$230K -$10.5K -65 -5%
MW
1715
MBL Wealth
North Carolina
$230K +$218K +1,350 New
ROTUOC
1716
Regents of the University of California
California
$229K – – –
Credit Agricole
1717
Credit Agricole
France
$228K -$64.9K -401 -23%
LIA
1718
LBMC Investment Advisors
Tennessee
$227K -$3.23K -20 -1%
SIM
1719
SSI Investment Management
California
$227K -$162 -1 -0.1%
FWM
1720
Fairhaven Wealth Management
Illinois
$227K +$162 +1 +0.1%
VCM
1721
Vivaldi Capital Management
Illinois
$225K -$109K -675 -39%
CAMG
1722
CWA Asset Management Group
Florida
$224K -$240K -1,485 -53%
MMM
1723
Mendel Money Management
Illinois
$224K – – –
GSWM
1724
Golden State Wealth Management
California
$223K -$413K -2,556 -66%
SAM
1725
Seelaus Asset Management
New Jersey
$223K +$213K +1,314 New