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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
1801
Erste Asset Management
Austria
$115K – – –
RWM
1802
Raffa Wealth Management
District of Columbia
$114K +$2.27K +14 +2%
IWP
1803
IAG Wealth Partners
Wisconsin
$114K – – –
CFO
1804
CVA Family Office
Colorado
$112K +$82.5K +510 +338%
SIS
1805
Sound Income Strategies
Florida
$110K +$22.6K +140 +28%
SBL
1806
Sargent Bickham Lagudis
Colorado
$109K +$8.9K +55 +9%
Bank Julius Baer & Co
1807
Bank Julius Baer & Co
Switzerland
$106K -$64.1K -396 -39%
MCM
1808
MV Capital Management
Maryland
$104K +$2.43K +15 +3%
1IA
1809
1834 Investment Advisors
Wisconsin
$102K -$4.04K -25 -4%
ACA
1810
Atlas Capital Advisors
Wyoming
$102K +$97.1K +600 New
BFG
1811
Baron Financial Group
New Jersey
$98.6K +$30.7K +190 +49%
OSNBOA
1812
Old Second National Bank of Aurora
Illinois
$98K – – –
NFSG
1813
Newbridge Financial Services Group
Florida
$97K +$27.5K +170 +42%
SIM
1814
Sonora Investment Management
Arizona
$95K -$485 -3 -0.5%
SQA
1815
Simon Quick Advisors
New Jersey
$93K -$8.09K -50 -8%
SC
1816
Sierra Capital
Florida
$92K +$87.7K +542 New
RWB
1817
RMR Wealth Builders
New Jersey
$91K +$66.2K +409 +327%
TAM
1818
Tucker Asset Management
Colorado
$90.3K +$29K +179 +51%
TFM
1819
TFC Financial Management
Massachusetts
$90K – – –
EWM
1820
Edge Wealth Management
New York
$87K – – –
TC
1821
Tacita Capital
Ontario, Canada
$86K – – –
PVH
1822
Psagot Value Holdings
Israel
$85K -$56.6K -350 -41%
BSG
1823
Black Swift Group
Colorado
$85K -$2.43K -15 -3%
FFA
1824
Freedman Financial Associates
Massachusetts
$85K – – –
PO
1825
Private Ocean
California
$84K -$162 -1 -0.2%