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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1251
Massachusetts Wealth Management
Massachusetts
$1.03M +$16K +90 +2%
TCM
1252
Traynor Capital Management
Pennsylvania
$1.03M -$120K -678 -11%
GSEP
1253
Golden State Equity Partners
California
$1.03M +$445K +2,509 +78%
JCM
1254
Jag Capital Management
Missouri
$1.03M +$10.1K +57 +1%
CWP
1255
Concord Wealth Partners
Virginia
$1.03M +$255K +1,437 +33%
SWM
1256
Spire Wealth Management
Virginia
$1.02M -$182K -1,027 -15%
BFO
1257
Boston Family Office
Massachusetts
$1.02M -$318K -1,792 -24%
CII
1258
Capital International Inc
California
$1.02M +$1.01M +5,683 New
LC
1259
Lindbrook Capital
California
$1.01M -$31.1K -175 -3%
PWP
1260
Phillips Wealth Planners
Mississippi
$1.01M +$13.8K +78 +1%
CT
1261
Coastline Trust
Rhode Island
$1M +$47.4K +267 +5%
ACA
1262
Aptus Capital Advisors
Alabama
$1M +$229K +1,289 +30%
CF
1263
Centaurus Financial
California
$1M -$317K -1,783 -24%
HA
1264
Herold Advisors
New York
$1M +$107K +604 +12%
CPC
1265
Consolidated Planning Corp
Georgia
$1,000K -$2.49M -14,042 -72%
ESB
1266
Essex Savings Bank
Connecticut
$994K +$42.1K +237 +4%
SAG
1267
SageView Advisory Group
California
$994K +$164K +921 +20%
XWM
1268
Xcel Wealth Management
Florida
$992K +$53.3K +300 +6%
GBT
1269
Grove Bank & Trust
Florida
$986K -$17K -96 -2%
FNBOSM
1270
First National Bank of South Miami
Florida
$968K +$13.8K +78 +1%
MSFS
1271
Main Street Financial Solutions
Pennsylvania
$967K +$70K +394 +8%
Acadian Asset Management
1272
Acadian Asset Management
Massachusetts
$967K -$261K -1,470 -21%
FM
1273
Foster & Motley
Ohio
$965K -$148K -831 -13%
MMM
1274
Mendel Money Management
Illinois
$964K +$129K +728 +16%
SMC
1275
Smith, Moore & Co
Missouri
$964K +$19K +107 +2%