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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
WB
1951
Webster Bank
Connecticut
$153K
MCM
1952
MV Capital Management
Maryland
$152K -$6.02K -33 -4%
LF
1953
Lee Financial
Texas
$150K -$16.2K -89 -10%
CB
1954
CNB Bank
Pennsylvania
$150K -$9.12K -50 -6%
LSV Asset Management
1955
LSV Asset Management
Illinois
$146K
CWM
1956
CarsonAllaria Wealth Management
Illinois
$146K +$912 +5 +0.6%
SIS
1957
Sound Income Strategies
Florida
$146K +$5.84K +32 +4%
TAM
1958
Tucker Asset Management
Colorado
$144K +$2.19K +12 +2%
TFA
1959
Toth Financial Advisory
Virginia
$138K +$6.38K +35 +5%
JWM
1960
Janiczek Wealth Management
Colorado
$137K +$93.6K +513 +269%
AIP
1961
Ahrens Investment Partners
Louisiana
$133K -$28.3K -155 -18%
EI
1962
Ellevest Inc
New York
$129K -$8.94K -49 -6%
MA
1963
MCF Advisors
Kentucky
$126K +$4.2K +23 +3%
MTIC
1964
Missouri Trust & Investment Company
Missouri
$125K
JFA
1965
JNBA Financial Advisors
Minnesota
$124K
MAWCM
1966
Mine & Arao Wealth Creation & Management
California
$124K +$547 +3 +0.4%
IWP
1967
IAG Wealth Partners
Wisconsin
$120K -$912 -5 -0.8%
RWM
1968
Raffa Wealth Management
District of Columbia
$116K
CH
1969
Canton Hathaway
Rhode Island
$115K
OSNBOA
1970
Old Second National Bank of Aurora
Illinois
$115K
CAM
1971
CenterStar Asset Management
Illinois
$114K
RCG
1972
Rock Creek Group
District of Columbia
$114K +$4.38K +24 +4%
ACA
1973
Atlas Capital Advisors
Wyoming
$114K +$4.56K +25 +4%
Bank Julius Baer & Co
1974
Bank Julius Baer & Co
Switzerland
$112K -$110K -601 -50%
TCWM
1975
Total Clarity Wealth Management
Illinois
$112K +$112K +613 New