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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
1801
Gerber Kawasaki Wealth & Investment Management
California
$144K +$157K +793 New
SIS
1802
Sound Income Strategies
Florida
$143K +$19.9K +101 +15%
TAM
1803
Tucker Asset Management
Colorado
$142K +$18.6K +94 +16%
MCM
1804
MV Capital Management
Maryland
$139K +$11.6K +59 +8%
ONST
1805
Old North State Trust
North Carolina
$138K
LWA
1806
Lenox Wealth Advisors
New York
$138K +$1.18K +6 +0.8%
Bank Julius Baer & Co
1807
Bank Julius Baer & Co
Switzerland
$133K +$21.3K +108 +17%
LC
1808
Lindbrook Capital
California
$132K -$13.4K -68 -9%
KIG
1809
Kowal Investment Group
Wisconsin
$131K +$142K +718 New
RWM
1810
Raffa Wealth Management
District of Columbia
$130K +$2.96K +15 +2%
JFA
1811
JNBA Financial Advisors
Minnesota
$127K -$5.33K -27 -4%
TFA
1812
Toth Financial Advisory
Virginia
$126K +$197 +1 +0.1%
SBL
1813
Sargent Bickham Lagudis
Colorado
$125K +$9.47K +48 +7%
PO
1814
Private Ocean
California
$125K +$49.5K +251 +58%
HA
1815
Herold Advisors
New York
$124K +$135K +684 New
RCG
1816
Rock Creek Group
District of Columbia
$123K -$127K -642 -49%
IWP
1817
IAG Wealth Partners
Wisconsin
$117K
NFSG
1818
Newbridge Financial Services Group
Florida
$117K +$18.8K +95 +17%
OSNBOA
1819
Old Second National Bank of Aurora
Illinois
$115K +$9.87K +50 +9%
CH
1820
Canton Hathaway
Rhode Island
$115K +$20.7K +105 +20%
IFAM
1821
Institutional & Family Asset Management
Colorado
$114K -$3.75K -19 -3%
HR
1822
Howe & Rusling
New York
$113K
FMP
1823
Financial Management Professionals
Texas
$112K
CWC
1824
Carolinas Wealth Consulting
North Carolina
$111K -$86.1K -436 -42%
JPLA
1825
Joseph P. Lucia & Associates
New York
$109K -$49.3K -250 -29%