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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
2101
Beaird Harris Wealth Management
Texas
$95K -$382K -1,800 -80%
EBA
2102
Eagle Bay Advisors
New York
$95K -$112K -529 -54%
TFGT
2103
TS Financial Group (TSFG)
Illinois
$89K +$212 +1 +0.2%
CDIA
2104
Capital Directions Investment Advisors
Georgia
$88K +$86.7K +408 New
FC
2105
Family CFO
California
$86K – – –
FA
2106
Financial Advantage
Maryland
$85K – – –
CLOS
2107
Compagnie Lombard Odier SCmA
Switzerland
$84K -$44.6K -210 -35%
MIM
2108
Macroview Investment Management
Maryland
$82K – – –
HWMA
2109
Heritage Wealth Management (Arizona)
Arizona
$82K +$81.2K +382 New
HFS
2110
HBC Financial Services
Washington
$81K -$15.3K -72 -14%
LS
2111
Leelyn Smith
Illinois
$80K +$2.13K +10 +3%
SQA
2112
Simon Quick Advisors
New Jersey
$77K +$1.49K +7 +2%
CIA
2113
Cascade Investment Advisors
Oregon
$76.1K – – –
TFO
2114
Tarbox Family Office
California
$75K -$537K -2,528 -88%
GLLW
2115
Graves Light Lenhart Wealth
Virginia
$75K – – –
SPWM
2116
Spartan Planning & Wealth Management
North Carolina
$75K +$74.6K +351 New
SC
2117
Schubert & Co
Texas
$74K +$5.31K +25 +8%
EARNEST Partners
2118
EARNEST Partners
Georgia
$72K – – –
FFC
2119
First Financial Corp
Indiana
$70K -$6.8K -32 -9%
COCM
2120
Charter Oak Capital Management
New Hampshire
$69K -$7.01K -33 -9%
CT
2121
Clearstead Trust
Maine
$68K -$15.1K -71 -18%
AP
2122
Arlington Partners
Alabama
$68K -$6.38K -30 -9%
OA
2123
Operose Advisors
Wisconsin
$68K – – –
BWA
2124
BDO Wealth Advisors
Florida
$66K – – –
FBT
2125
First Bank & Trust
South Dakota
$65K -$7.65K -36 -11%