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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
1726
Texas Capital Bank Wealth Management Services
Texas
$397K +$12.6K +62 +3%
AWP
1727
Abacus Wealth Partners
California
$397K -$10.8K -53 -3%
SHA
1728
Seneca House Advisors
Virginia
$396K +$78.5K +386 +26%
TCOK
1729
Trust Company of Kansas
Kansas
$393K -$15.5K -76 -4%
TCM
1730
Teza Capital Management
Illinois
$393K +$57K +280 +18%
SFO
1731
Stokes Family Office
Louisiana
$392K +$5.29K +26 +1%
ACM
1732
AUA Capital Management
Pennsylvania
$392K +$62.6K +308 +20%
LB
1733
Legacy Bridge
Iowa
$389K – – –
CFC
1734
Coyle Financial Counsel
Illinois
$389K +$610 +3 +0.2%
T
1735
TCWP
Ohio
$389K +$369K +1,815 New
PRWA
1736
Platte River Wealth Advisors
Colorado
$388K -$33.6K -165 -8%
WWA
1737
WC Walker & Associates
California
$386K – – –
CFD
1738
Creative Financial Designs
Indiana
$386K +$8.14K +40 +2%
CIA
1739
Cladis Investment Advisory
Montana
$385K +$365K +1,797 New
BFA
1740
Bill Few Associates
Pennsylvania
$385K +$365K +1,795 New
DIA
1741
Dana Investment Advisors
Wisconsin
$382K – – –
WSCM
1742
Wellington Shields Capital Management
New York
$381K – – –
RWP
1743
Ridgecrest Wealth Partners
California
$378K – – –
SB
1744
Strategic Blueprint
Georgia
$376K +$104K +511 +41%
SNBOSD
1745
Security National Bank of So Dak
Iowa
$375K – – –
HWIS
1746
Hancock Whitney Investment Services
Louisiana
$375K +$353K +1,737 New
RE
1747
RBC Europe
United Kingdom
$374K -$54.9K -270 -13%
MG
1748
Mather Group
Illinois
$374K +$24.6K +121 +7%
CAC
1749
Certified Advisory Corp
Florida
$372K +$203 +1 +0.1%
CIP
1750
Convergence Investment Partners
Florida
$371K -$18.3K -90 -5%
68 69
70
71 72