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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
1751
Texas Capital Bank Wealth Management Services
Texas
$297K +$4.54K +24 +1%
TF
1752
Trek Financial
Arizona
$296K -$335K -1,770 -49%
PRWA
1753
Platte River Wealth Advisors
Colorado
$296K – – –
NC
1754
NovaPoint Capital
Georgia
$295K – – –
BA
1755
Bluesphere Advisors
Pennsylvania
$294K -$89K -470 -21%
VWM
1756
Vigilare Wealth Management
Arizona
$293K +$20.8K +110 +6%
RTS
1757
Round Table Services
New Jersey
$292K -$36K -190 -10%
WRM
1758
Weybosset Research & Management
Rhode Island
$291K -$22.5K -119 -6%
FSA
1759
Fort Sheridan Advisors
Illinois
$291K – – –
CIA
1760
Cladis Investment Advisory
Montana
$290K – – –
Cohen & Steers
1761
Cohen & Steers
New York
$289K -$104K -547 -23%
LB
1762
Legacy Bridge
Iowa
$289K – – –
TCOK
1763
Trust Company of Kansas
Kansas
$288K – – –
SI
1764
Saxon Interests
Texas
$288K +$34.1K +180 +12%
WSCM
1765
Wellington Shields Capital Management
New York
$287K – – –
RWA
1766
Rainsberger Wealth Advisors
Colorado
$286K +$335K +1,769 New
MCWA
1767
Meadow Creek Wealth Advisors
Georgia
$285K +$13.8K +73 +4%
SAM
1768
Sompo Asset Management
Japan
$284K +$333K +1,760 New
SW
1769
Simplicity Wealth
New Jersey
$283K – – –
WP
1770
WMS Partners
Maryland
$283K +$19.5K +103 +6%
MHR
1771
Matthew Hamilton Rosenberg
$283K +$83.3K +440 +33%
JSW
1772
Journey Strategic Wealth
New Jersey
$283K +$331K +1,749 New
EDRH
1773
Edmond de Rothschild Holding
Switzerland
$282K +$20.1K +106 +6%
VC
1774
Vicus Capital
Pennsylvania
$280K -$34.6K -183 -10%
IWA
1775
Intercontinental Wealth Advisors
Texas
$280K +$5.87K +31 +2%