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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
HFW
1951
Horizon Family Wealth
Illinois
$222K +$5.71K +33 +3%
TAM
1952
Tucker Asset Management
Colorado
$222K +$44K +254 +25%
CA
1953
Crewe Advisors
Utah
$219K +$120K +691 +122%
MWP
1954
Madison Wealth Partners
Wisconsin
$219K +$1.39K +8 +0.6%
DAM
1955
Derbend Asset Management
Georgia
$218K
GJIA
1956
Glass Jacobson Investment Advisors
Maryland
$218K +$217K +1,255 New
NPA
1957
Nichols & Pratt Advisers
Massachusetts
$217K +$216K +1,250 New
APG
1958
Abacus Planning Group
South Carolina
$217K -$73.7K -426 -25%
TC
1959
Trust Company
Kansas
$217K +$3.81K +22 +2%
KWS
1960
Keystone Wealth Services
California
$216K +$1.04K +6 +0.5%
PB
1961
Pinnacle Bancorp
Nebraska
$216K -$5.19K -30 -2%
HW
1962
Hamilton Wealth
California
$215K +$214K +1,238 New
IAP
1963
Indie Asset Partners
Indiana
$215K +$214K +1,237 New
Bank Julius Baer & Co
1964
Bank Julius Baer & Co
Switzerland
$215K +$110K +638 +106%
ACM
1965
AUA Capital Management
Pennsylvania
$215K
HFP
1966
Holistic Financial Partners
Indiana
$215K +$214K +1,236 New
EFG
1967
Everhart Financial Group
Ohio
$214K -$32.4K -187 -13%
NFG
1968
Nadler Financial Group
Illinois
$213K +$212K +1,226 New
CA
1969
CGN Advisors
Kansas
$213K -$25.8K -149 -11%
ECG
1970
Edge Capital Group
Georgia
$213K -$27.7K -160 -12%
CFA
1971
CWS Financial Advisors
Michigan
$212K -$20.6K -119 -9%
AWM
1972
Avior Wealth Management
Nebraska
$211K -$2.08K -12 -1%
SIMG
1973
Stephens Investment Management Group
Texas
$211K +$57.8K +334 +38%
CI
1974
Carroll Investors
South Carolina
$211K +$207K +1,198 New
WA
1975
Wealth Architects
California
$211K -$18.7K -108 -8%