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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
WP
1776
WMS Partners
Maryland
$361K +$19.6K +107 +6%
WFI
1777
West Family Investments
California
$360K +$32.1K +175 +10%
AIM
1778
Avity Investment Management
Connecticut
$359K +$339K +1,849 New
BFA
1779
Bill Few Associates
Pennsylvania
$358K +$55K +300 +19%
SAM
1780
Sompo Asset Management
Japan
$357K +$9.17K +50 +3%
AAP
1781
Arax Advisory Partners
Colorado
$357K -$17.2K -94 -5%
LB
1782
Legacy Bridge
Iowa
$357K – – –
PRWA
1783
Platte River Wealth Advisors
Colorado
$356K – – –
TLA
1784
Tanglewood Legacy Advisors
Texas
$356K – – –
SSWM
1785
Strait & Sound Wealth Management
California
$355K – – –
SWM
1786
Sugarloaf Wealth Management
Georgia
$354K -$20.2K -110 -6%
HWM
1787
HFR Wealth Management
New York
$353K -$21.3K -116 -6%
KWA
1788
KCS Wealth Advisory
California
$353K -$185K -1,011 -36%
CFO
1789
Callan Family Office
Pennsylvania
$352K +$333K +1,814 New
SAM
1790
Secure Asset Management
Michigan
$351K +$2.2K +12 +0.7%
CIA
1791
Cladis Investment Advisory
Montana
$349K – – –
GIM
1792
Goelzer Investment Management
Indiana
$348K -$18.3K -100 -5%
FH
1793
FWG Holdings
Florida
$347K +$329K +1,791 New
FCA
1794
FLC Capital Advisors
California
$347K – – –
FFP
1795
FourThought Financial Partners
Florida
$347K -$46.6K -254 -12%
WSCM
1796
Wellington Shields Capital Management
New York
$345K – – –
Verition Fund Management
1797
Verition Fund Management
Connecticut
$345K -$2.01M -10,976 -86%
RWA
1798
Rainsberger Wealth Advisors
Colorado
$343K – – –
BAM
1799
Bellevue Asset Management
Washington
$343K -$45.9K -250 -12%
WA
1800
Wealth Advisors
California
$343K – – –