We are live on ! Find out more
UPS icon

United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
CWAG
1201
Compton Wealth Advisory Group
Virginia
$887K +$14.2K +72 +2%
LWCFA
1202
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$886K -$1.58K -8 -0.2%
CFG
1203
Cooper Financial Group
California
$885K +$2.57K +13 +0.3%
MGWM
1204
Marks Group Wealth Management
Minnesota
$885K +$70.3K +356 +8%
BW
1205
Bison Wealth
Georgia
$884K +$57.6K +292 +6%
V
1206
VeraBank
Texas
$883K +$30.6K +155 +3%
PI
1207
Pettee Investors
Connecticut
$881K +$9.87K +50 +1%
IWA
1208
IVC Wealth Advisors
Pennsylvania
$877K -$34.3K -174 -3%
ERWM
1209
Elk River Wealth Management
Colorado
$877K
ACS
1210
Archford Capital Strategies
Illinois
$876K +$3.55K +18 +0.4%
WKWM
1211
Walter & Keenan Wealth Management
Indiana
$872K +$13K +66 +1%
DT
1212
Diversified Trust
Tennessee
$871K -$395K -2,000 -29%
Tudor Investment Corp
1213
Tudor Investment Corp
Connecticut
$870K +$943K +4,776 New
AAS
1214
Annex Advisory Services
Wisconsin
$869K -$23.9K -121 -2%
BB
1215
Busey Bank
Illinois
$866K +$223K +1,131 +31%
SCM
1216
Southport Capital Management
Tennessee
$865K -$89.8K -455 -9%
SIP
1217
Stoneridge Investment Partners
Pennsylvania
$865K +$938K +4,750 New
CC
1218
Chicago Capital
Illinois
$864K +$6.51K +33 +0.7%
BFS
1219
Bradley Foster & Sargent
Connecticut
$861K +$1.58K +8 +0.2%
HCP
1220
Holt Capital Partners
Texas
$857K
JIP
1221
Jaffetilchin Investment Partners
Florida
$854K +$89.6K +454 +11%
SF
1222
Summit Financial
New Jersey
$854K +$413K +2,093 +81%
PWM
1223
Peterson Wealth Management
Nevada
$853K -$9.28K -47 -1%
GFS
1224
GYL Financial Synergies
Connecticut
$849K -$47.4K -240 -5%
LWM
1225
Liberty Wealth Management
California
$845K +$141K +715 +19%