We are live on ! Find out more
UPS icon

United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
926
Boyd Watterson Asset Management
Ohio
$615K +$12.7K +119 +2%
DWM
927
Doyle Wealth Management
Florida
$612K -$3.63K -34 -0.6%
FMWA
928
Forvis Mazars Wealth Advisors
Missouri
$602K +$194K +1,812 +50%
TBNY
929
Trustco Bank (New York)
New York
$599K -$10.7K -100 -2%
GLRA
930
Gerald L. Ray & Associates
Texas
$599K -$5.34K -50 -0.9%
CTA
931
Colonial Trust Advisors
South Carolina
$599K – – –
IAM
932
Impax Asset Management
New Hampshire
$595K +$30.8K +288 +6%
NEPWA
933
New England Private Wealth Advisors
Massachusetts
$595K +$101K +946 +21%
FCMT
934
Founders Capital Management (Texas)
Texas
$594K +$1.6K +15 +0.3%
MSS
935
Mitchell Sinkler & Starr
Pennsylvania
$592K +$42.8K +400 +8%
IFAM
936
Institutional & Family Asset Management
Colorado
$591K +$1.07K +10 +0.2%
PTC
937
Private Trust Company
Ohio
$590K +$120K +1,126 +27%
NC
938
NewSquare Capital
Pennsylvania
$588K -$238K -2,225 -30%
PFT
939
Providence First Trust
Arizona
$579K +$559K +5,234 New
BO
940
Bank OZK
Arkansas
$578K -$64.1K -600 -10%
ISL
941
Ingalls & Snyder LLC
New York
$578K -$64.1K -600 -10%
BFO
942
Boston Family Office
Massachusetts
$578K – – –
AAM
943
American Asset Management
Florida
$578K +$214 +2 +0%
RCAG
944
Rehmann Capital Advisory Group
Michigan
$576K -$137K -1,284 -20%
SAM
945
Shamrock Asset Management
Texas
$575K -$20.3K -190 -3%
DAC
946
Dividend Assets Capital
South Carolina
$575K +$555K +5,195 New
BCP
947
Berkeley Capital Partners
Georgia
$572K -$6.09K -57 -1%
SAM
948
Symphony Asset Management
California
$568K +$549K +5,137 New
AAM
949
AR Asset Management
California
$564K – – –
AOWM
950
Alpha Omega Wealth Management
Virginia
$554K – – –
36 37
38
39 40