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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
MHR
2026
Matthew Hamilton Rosenberg
$111K -$20.4K -155 -15%
C
2027
Covestor
United Kingdom
$111K -$19.1K -145 -14%
PMFA
2028
Plante Moran Financial Advisors
Michigan
$109K -$17.5K -133 -13%
BA
2029
Bellwether Advisors
Nebraska
$107K +$112K +850 New
GPI
2030
General Partner Inc
Pennsylvania
$106K – – –
WIM
2031
Westside Investment Management
California
$105K – – –
OC
2032
Oarsman Capital
Wisconsin
$101K -$8.82K -67 -8%
ETC
2033
Exchange Traded Concepts
Oklahoma
$100K -$1.03M -7,847 -91%
ACA
2034
American Capital Advisory
Idaho
$97.6K – – –
RS
2035
Rakuten Securities
Japan
$96.7K +$34.9K +265 +53%
WB
2036
Webster Bank
Connecticut
$96.1K -$2.5K -19 -2%
SFCL
2037
Strengthening Families & Communities LLC
Massachusetts
$95K -$1.67M -12,681 -94%
USB
2038
Union Savings Bank
Connecticut
$91.7K -$12.9K -98 -12%
GFPC
2039
Global Financial Private Client
Florida
$87.6K -$6.45K -49 -7%
TFA
2040
Toth Financial Advisory
Virginia
$86.5K -$3.03K -23 -3%
TFIPS
2041
Towarzystwo Funduszy Inwestycyjnych PZU SA
$84.5K -$18.4K -140 -17%
RPA
2042
Redwood Park Advisors
California
$82.5K +$86.1K +654 New
LI
2043
LRI Investments
Florida
$81.3K -$23.7K -180 -22%
IWP
2044
IAG Wealth Partners
Wisconsin
$80.7K – – –
WTFG
2045
Wood Tarver Financial Group
Idaho
$80K +$83.6K +635 New
NFSG
2046
Newbridge Financial Services Group
Florida
$77K +$80.4K +611 New
MMG
2047
Monetary Management Group
Missouri
$75.2K -$39.5K -300 -33%
LJHT
2048
Laurie J. Hall Trustee
$75K – – –
FPF
2049
First Pacific Financial
Washington
$73.7K -$33.8K -257 -31%
MWA
2050
Medallion Wealth Advisors
Connecticut
$73.6K +$77K +585 New