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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
RMP
1776
Richards, Merrill & Peterson
Washington
$276K +$288K +2,186 New
BIP
1777
Blueprint Investment Partners
North Carolina
$275K +$287K +2,183 New
CRI
1778
Colonial River Investments
Virginia
$274K -$16.6K -126 -5%
CAWM
1779
Capital Advisors Wealth Management
Washington
$274K -$24.3K -185 -8%
WFS
1780
Walker Financial Services
Kentucky
$272K -$40.3K -306 -14%
OWP
1781
Obermeyer Wealth Partners
Colorado
$271K +$132 +1 +0%
GWM
1782
Gibbs Wealth Management
Georgia
$271K +$30.4K +231 +12%
CPIA
1783
Cornell Pochily Investment Advisors
New York
$270K -$7.5K -57 -3%
BFA
1784
Bill Few Associates
Pennsylvania
$270K -$28.2K -214 -9%
HCG
1785
Haven Capital Group
California
$268K +$280K +2,127 New
S
1786
Sachetta
Massachusetts
$268K -$6.45K -49 -2%
SWA
1787
SFMG Wealth Advisors
Texas
$268K +$64.1K +487 +30%
TAM
1788
Tucker Asset Management
Colorado
$266K -$130K -991 -32%
EW
1789
Evexia Wealth
Wisconsin
$266K +$30K +228 +11%
CWM
1790
Compass Wealth Management
Connecticut
$265K -$69.1K -525 -20%
PMWMG
1791
Parr McKnight Wealth Management Group
Minnesota
$265K +$276K +2,099 New
JSL
1792
JT Stratford LLC
Georgia
$264K -$131K -996 -32%
HP
1793
Holistic Planning
Texas
$264K -$8.55K -65 -3%
ALA
1794
Atlas Legacy Advisors
California
$264K +$275K +2,090 New
TIA
1795
Traphagen Investment Advisors
New Jersey
$263K +$263 +2 +0.1%
JWWM
1796
Johnson & White Wealth Management
Pennsylvania
$263K +$280K +2,125 New
LA
1797
Lane & Associates
New Jersey
$262K +$5.4K +41 +2%
G
1798
GenTrust
Florida
$262K +$9.74K +74 +4%
WJWM
1799
Williams Jones Wealth Management
New York
$262K -$17.6K -134 -6%
EMAM
1800
Encompass More Asset Management
California
$261K +$4.21K +32 +2%