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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
DI
2026
Disciplined Investments
Oklahoma
$40K -$2.46K -13 -5%
DWP
2027
Destiny Wealth Partners
Florida
$40K
RA
2028
Rational Advisors
New York
$39K +$2.27K +12 +5%
TF
2029
TimeScale Financial
Massachusetts
$39K +$3.41K +18 +8%
JGIA
2030
Jackson Grant Investment Advisers
Connecticut
$38K
BIA
2031
Bell Investment Advisors
California
$38K +$4.73K +25 +12%
GC
2032
Gould Capital
Washington
$37K
MRCM
2033
M&R Capital Management
New Jersey
$35K -$9.47K -50 -19%
PSB
2034
Piscataqua Savings Bank
New Hampshire
$35K
WWMSC
2035
Wagner Wealth Management (South Carolina)
South Carolina
$32K -$64K -338 -63%
Simplex Trading
2036
Simplex Trading
Illinois
$32K
PP
2037
PrairieView Partners
Minnesota
$32K +$8.71K +46 +31%
TCWA
2038
Ten Capital Wealth Advisors
Washington
$31K +$1.32K +7 +4%
GWMI
2039
Guardian Wealth Management (Illinois)
Illinois
$30K +$189 +1 +0.5%
WAS
2040
Winch Advisory Services
Wisconsin
$29K +$379 +2 +1%
FRA
2041
Front Row Advisors
California
$28K -$1.89K -10 -5%
WOC
2042
West Oak Capital
California
$27K -$4.73K -25 -13%
JGCM
2043
Joseph Group Capital Management
Ohio
$27K
LPP
2044
Life Planning Partners
Florida
$27K
DSC
2045
Duncker Streett & Co
Missouri
$25K -$5.87K -31 -17%
MAM
2046
Marquette Asset Management
Minnesota
$24K -$5.3K -28 -16%
CMP
2047
Coston McIsaac & Partners
Maine
$23K
IAS
2048
IMA Advisory Services
Colorado
$23K
KFS
2049
Kelly Financial Services
Massachusetts
$22.8K +$189 +1 +0.7%
WA
2050
Win Advisors
Florida
$22K -$14.6K -77 -36%