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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1726
Sheets Smith Wealth Management
North Carolina
$306K +$79.2K +602 +33%
IIM
1727
Ipswich Investment Management
Massachusetts
$306K -$5.26K -40 -2%
WQ
1728
Wealth Quarterback
New Jersey
$305K -$24.1K -183 -7%
PIWA
1729
Prevail Innovative Wealth Advisors
Kansas
$304K +$317K +2,410 New
AFG
1730
Allegheny Financial Group
Pennsylvania
$304K -$4.87K -37 -2%
BOJHT
1731
Bank of Jackson Hole Trust
Wyoming
$303K +$316K +2,401 New
EW
1732
Evoke Wealth
California
$303K +$64.6K +491 +26%
WMA
1733
Wealth Management Associates
New Jersey
$302K +$921 +7 +0.3%
AA
1734
Alta Advisers
United Kingdom
$302K +$65K +494 +26%
RA
1735
Ransom Advisory
Rhode Island
$301K +$112K +850 +55%
PL
1736
Plancorp LLC
Missouri
$301K +$55.1K +419 +21%
BPW
1737
Bingham Private Wealth
California
$301K +$314K +2,384 New
BCG
1738
Breakwater Capital Group
New Jersey
$300K +$21.8K +166 +7%
CFGW
1739
Chancellor Financial Group WB
Pennsylvania
$300K +$313K +2,380 New
HFS
1740
Howard Financial Services
Texas
$299K +$45.8K +348 +17%
AB
1741
Atlas Brown
Kentucky
$298K -$3.16K -24 -1%
SCM
1742
Sollinda Capital Management
Florida
$297K +$7.9K +60 +3%
PCH
1743
PGIM Custom Harvest
New Jersey
$296K -$7.9K -60 -2%
WWC
1744
Waypoint Wealth Counsel
Georgia
$295K -$8.42K -64 -3%
HIA
1745
Harbor Investment Advisory
Maryland
$295K -$164K -1,243 -35%
TWM
1746
Thrive Wealth Management
Pennsylvania
$294K -$131K -998 -30%
GBT
1747
Grove Bank & Trust
Florida
$294K +$17.2K +131 +6%
WC
1748
Wynn Capital
Georgia
$293K +$77.5K +589 +34%
RWM
1749
Ritholtz Wealth Management
New York
$293K -$70.4K -535 -19%
MWM
1750
Massachusetts Wealth Management
Massachusetts
$293K -$3.29K -25 -1%
68 69
70
71 72