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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
KFAS
1901
Keating Financial Advisory Services
Kansas
$42.3K +$39.8K +426 New
CH
1902
Canton Hathaway
Rhode Island
$42.2K – – –
AWM
1903
Abound Wealth Management
Tennessee
$42.1K +$1.87K +20 +5%
CAL
1904
Capital Advisors Ltd
Ohio
$42K -$11.3K -121 -22%
MWA
1905
Medallion Wealth Advisors
Connecticut
$41.8K -$36.4K -389 -48%
FUBT
1906
First United Bank & Trust
Maryland
$41.7K +$7.01K +75 +22%
SIC
1907
SJS Investment Consulting
Ohio
$40.8K +$16.7K +179 +77%
AWM
1908
Activest Wealth Management
Florida
$40.5K +$22.5K +241 +144%
EW
1909
Elyxium Wealth
California
$40.1K +$37.8K +404 New
EIM
1910
Essex Investment Management
Massachusetts
$40.1K – – –
RAM
1911
Ramirez Asset Management
New York
$39.7K – – –
PS
1912
Pinney & Scofield
Massachusetts
$38.9K -$20.9K -223 -36%
SPF
1913
South Plains Financial
Texas
$38.9K -$13.4K -143 -27%
RS
1914
Rakuten Securities
Japan
$38.4K -$322K -3,446 -90%
LAM
1915
LOM Asset Management
$38.2K -$38.9K -416 -52%
ITIM
1916
Indiana Trust & Investment Management
Indiana
$37.7K -$125K -1,340 -78%
JFA
1917
JNBA Financial Advisors
Minnesota
$37.6K – – –
RWM
1918
RMG Wealth Management
Wisconsin
$37.6K – – –
GK
1919
Graney & King
New York
$37.2K – – –
MSFP
1920
Mark Sheptoff Financial Planning
Connecticut
$36.8K -$16.4K -175 -29%
LC
1921
Lavaca Capital
Texas
$36.3K -$1.31K -14 -4%
STB
1922
S&T Bank
Pennsylvania
$36.1K – – –
RCM
1923
Richardson Capital Management
Wisconsin
$35.6K +$842 +9 +3%
PCFFS
1924
Pacific Center for Financial Services
California
$35.5K – – –
DIP
1925
DT Investment Partners
Pennsylvania
$35.4K – – –