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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
CB
1951
CNB Bank
Pennsylvania
$133K
RTC
1952
Riverview Trust Company
Washington
$133K +$76.7K +405 +96%
USGIU
1953
U.S. Global Investors (USGI)
Texas
$132K -$123K -650 -44%
HIM
1954
Hillsdale Investment Management
Ontario, Canada
$131K -$40.3K -213 -21%
CWM
1955
CarsonAllaria Wealth Management
Illinois
$129K +$568 +3 +0.4%
C
1956
Covestor
United Kingdom
$126K -$148K -781 -50%
TFA
1957
Toth Financial Advisory
Virginia
$122K +$189 +1 +0.1%
RCG
1958
Rock Creek Group
District of Columbia
$122K +$25.2K +133 +21%
GC
1959
Garde Capital
Washington
$122K +$144K +758 New
PVH
1960
Psagot Value Holdings
Israel
$119K -$54K -285 -28%
SOW
1961
State of Wyoming
Wyoming
$119K +$125K +659 +824%
HDIM
1962
Hanson & Doremus Investment Management
Vermont
$116K +$36.5K +193 +37%
EI
1963
Ellevest Inc
New York
$114K +$189 +1 +0.1%
MA
1964
MCF Advisors
Kentucky
$113K +$947 +5 +0.7%
AA
1965
Addison Advisors
Vermont
$113K +$56.8K +300 +75%
MAWCM
1966
Mine & Arao Wealth Creation & Management
California
$112K +$3.41K +18 +3%
MTIC
1967
Missouri Trust & Investment Company
Missouri
$111K
FCB
1968
First Command Bank
Texas
$110K +$14K +74 +12%
FCFS
1969
First Command Financial Services
Texas
$110K +$14K +74 +12%
CT
1970
Clearstead Trust
Maine
$108K +$67K +354 +112%
IWP
1971
IAG Wealth Partners
Wisconsin
$106K -$947 -5 -0.8%
RWM
1972
Raffa Wealth Management
District of Columbia
$103K
HGERS
1973
Householder Group Estate & Retirement Specialist
Arizona
$99K +$116K +615 New
JWM
1974
Janiczek Wealth Management
Colorado
$98K -$16.9K -89 -13%
Bank Julius Baer & Co
1975
Bank Julius Baer & Co
Switzerland
$97K -$1.89K -10 -2%