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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
PRWA
1751
Platte River Wealth Advisors
Colorado
$296K
NC
1752
NovaPoint Capital
Georgia
$295K
BA
1753
Bluesphere Advisors
Pennsylvania
$294K -$89K -470 -21%
VWM
1754
Vigilare Wealth Management
Arizona
$293K +$20.8K +110 +6%
RTS
1755
Round Table Services
New Jersey
$292K -$36K -190 -10%
WRM
1756
Weybosset Research & Management
Rhode Island
$291K -$22.5K -119 -6%
FSA
1757
Fort Sheridan Advisors
Illinois
$291K
CIA
1758
Cladis Investment Advisory
Montana
$290K
Cohen & Steers
1759
Cohen & Steers
New York
$289K -$104K -547 -23%
LB
1760
Legacy Bridge
Iowa
$289K
TCOK
1761
Trust Company of Kansas
Kansas
$288K
SI
1762
Saxon Interests
Texas
$288K +$34.1K +180 +12%
WSCM
1763
Wellington Shields Capital Management
New York
$287K
RWA
1764
Rainsberger Wealth Advisors
Colorado
$286K +$335K +1,769 New
MCWA
1765
Meadow Creek Wealth Advisors
Georgia
$285K +$13.8K +73 +4%
SAM
1766
Sompo Asset Management
Japan
$284K +$333K +1,760 New
SW
1767
Simplicity Wealth
New Jersey
$283K
WP
1768
WMS Partners
Maryland
$283K +$19.5K +103 +6%
MHR
1769
Matthew Hamilton Rosenberg
$283K +$83.3K +440 +33%
JSW
1770
Journey Strategic Wealth
New Jersey
$283K +$331K +1,749 New
EDRH
1771
Edmond de Rothschild Holding
Switzerland
$282K +$20.1K +106 +6%
VC
1772
Vicus Capital
Pennsylvania
$280K -$34.6K -183 -10%
IWA
1773
Intercontinental Wealth Advisors
Texas
$280K +$5.87K +31 +2%
HA
1774
Herold Advisors
New York
$279K -$18.9K -100 -5%
ALAM
1775
Asahi Life Asset Management
Japan
$279K +$327K +1,725 New