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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1701
Jones Financial Companies
Missouri
$370K +$6.92K +40 +2%
DA
1702
Drake & Associates
Wisconsin
$370K +$18.2K +105 +5%
CAG
1703
Crestwood Advisors Group
Massachusetts
$369K -$41K -237 -10%
RFA
1704
Resurgent Financial Advisors
Georgia
$367K +$133K +771 +57%
DA
1705
Detalus Advisors
Missouri
$367K -$86.6K -500 -19%
CFO
1706
CVA Family Office
Colorado
$366K -$55.7K -322 -13%
SRC
1707
Shufro Rose & Co
New York
$366K -$77.9K -450 -18%
BBNB
1708
Baker Boyer National Bank
Washington
$366K +$4.16K +24 +1%
DC
1709
Darrow Company
Massachusetts
$364K -$6.41K -37 -2%
IAS
1710
Investment Advisory Services
Texas
$364K +$15.4K +89 +4%
LA
1711
Lane & Associates
New Jersey
$363K +$361K +2,088 New
TCBWMS
1712
Texas Capital Bank Wealth Management Services
Texas
$363K +$43.3K +250 +14%
WIM
1713
WealthPlan Investment Management
Nebraska
$363K -$519 -3 -0.2%
SHA
1714
Seneca House Advisors
Virginia
$363K -$20.6K -119 -5%
FMP
1715
Financial Management Professionals
Texas
$362K +$34.4K +199 +11%
RWP
1716
Ridgecrest Wealth Partners
California
$362K +$11.9K +69 +3%
CPIA
1717
Cornell Pochily Investment Advisors
New York
$362K +$866 +5 +0.2%
WP
1718
WealthPLAN Partners
Nebraska
$361K +$335K +1,935 New
RMCM
1719
Reynders McVeigh Capital Management
Massachusetts
$359K -$9.87K -57 -3%
DBIA
1720
Dumont & Blake Investment Advisors
New Jersey
$359K +$16.1K +93 +5%
WMA
1721
Wealth Management Associates
New Jersey
$359K +$35.8K +207 +11%
T
1722
TNF
Montana
$357K +$346 +2 +0.1%
1WA
1723
180 Wealth Advisors
Washington
$357K -$3.29K -19 -0.9%
FFP
1724
FourThought Financial Partners
Florida
$355K +$354K +2,043 New
BMC
1725
Beaton Management Company
Massachusetts
$355K – – –