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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
DPW
1776
DiNuzzo Private Wealth
Pennsylvania
$188K +$1.03K +11 +0.6%
AIS
1777
Advocate Investing Services
Maryland
$188K +$177K +1,891 New
SIM
1778
Sentry Investment Management
Wisconsin
$187K – – –
LCM
1779
Leisure Capital Management
California
$186K +$175K +1,876 New
CIA
1780
Cape Investment Advisory
Georgia
$183K +$50.3K +538 +41%
KFI
1781
Key Financial Inc
Pennsylvania
$181K +$79.7K +852 +88%
PAM
1782
Paradigm Asset Management
New York
$181K -$9.35K -100 -5%
BWM
1783
Bullock Wealth Management
Indiana
$177K +$1.31K +14 +0.8%
MPWT
1784
MassMutual Private Wealth & Trust
Connecticut
$176K -$255K -2,725 -61%
CTB
1785
Country Trust Bank
Illinois
$174K -$51.4K -549 -24%
BGAI
1786
Bruce G. Allen Investments
Colorado
$173K +$54.5K +583 +50%
OC
1787
Oakworth Capital
Alabama
$172K -$47.9K -512 -23%
TLA
1788
Tanglewood Legacy Advisors
Texas
$172K – – –
TWD
1789
True Wealth Design
Ohio
$168K +$115K +1,231 +267%
FIA
1790
FNY Investment Advisers
New York
$160K +$145K +1,550 +2,183%
KCM
1791
Key Capital Management
Tennessee
$159K +$149K +1,598 New
SCM
1792
Sterling Capital Management
North Carolina
$158K -$98.8K -1,056 -40%
BWA
1793
Basecamp Wealth Advisors
Washington
$156K +$147K +1,575 New
TFA
1794
Transamerica Financial Advisors
Florida
$156K +$43.1K +461 +42%
WSCM
1795
Wellington Shields Capital Management
New York
$155K – – –
MFP
1796
Meramec Financial Planners
Missouri
$151K +$120K +1,288 New
EB
1797
Eastern Bank
Massachusetts
$151K -$47.5K -508 -25%
LFA
1798
LGT Financial Advisors
Texas
$149K – – –
RFP
1799
Root Financial Partners
California
$148K +$46.1K +493 +49%
MIM
1800
MTM Investment Management
South Carolina
$147K – – –