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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
EBA
1876
Eagle Bay Advisors
New York
$221K -$7.76K -41 -3%
IA
1877
Insight Advisors
Pennsylvania
$221K -$3.79K -20 -1%
FPB
1878
First PREMIER Bank
South Dakota
$221K – – –
SW
1879
SteelPeak Wealth
California
$220K +$39K +206 +18%
SFP
1880
Shepherd Financial Partners
Massachusetts
$220K +$258K +1,361 New
AA
1881
Auxano Advisors
Washington
$220K +$258K +1,363 New
FWM
1882
Fairhaven Wealth Management
Illinois
$219K -$3.03K -16 -1%
EM
1883
ELCO Management
New York
$219K – – –
VAM
1884
Verity Asset Management
North Carolina
$219K +$257K +1,355 New
LFAS
1885
Level Four Advisory Services
Texas
$218K -$417K -2,200 -62%
ROTUOC
1886
Regents of the University of California
California
$218K – – –
LIA
1887
LBMC Investment Advisors
Tennessee
$218K +$2.08K +11 +0.8%
AWM
1888
Angeles Wealth Management
California
$218K +$4.92K +26 +2%
ISWM
1889
Independent Solutions Wealth Management
New York
$217K +$22.7K +120 +10%
RFA
1890
Resurgent Financial Advisors
Georgia
$217K +$44.3K +234 +21%
QFA
1891
Quantum Financial Advisors
California
$213K – – –
SL
1892
Salomon & Ludwin
Virginia
$213K +$8.33K +44 +3%
WA
1893
Wealth Architects
California
$213K +$250K +1,319 New
SIM
1894
SSI Investment Management
California
$212K – – –
CFAM
1895
Center For Asset Management
Florida
$212K +$249K +1,313 New
ICM
1896
Ionic Capital Management
New York
$212K +$249K +1,313 New
WCM
1897
Wedge Capital Management
North Carolina
$211K -$568 -3 -0.2%
DA
1898
Dillon & Associates
Michigan
$211K – – –
RCG
1899
Resource Consulting Group
Florida
$211K +$247K +1,305 New
AMCA
1900
Arthur M. Cohen & Associates
Illinois
$210K – – –