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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1251
Massachusetts Wealth Management
Massachusetts
$792K – – –
IRC
1252
Investors Research Corp
Georgia
$792K – – –
WQ
1253
Wealth Quarterback
New Jersey
$790K +$165K +1,149 +25%
KWA
1254
Kingswood Wealth Advisors
California
$790K -$1.43K -10 -0.2%
BSB
1255
Bangor Savings Bank
Maine
$787K +$43.2K +302 +6%
SFG
1256
SevenBridge Financial Group
Pennsylvania
$786K -$20.6K -144 -2%
CFGS
1257
Concourse Financial Group Securities
Alabama
$785K +$2K +14 +0.2%
WG
1258
Winton Group
United Kingdom
$777K -$2.87M -20,059 -78%
PWAM
1259
Pinnacle West Asset Management
Wyoming
$773K +$30.1K +210 +4%
HIA
1260
Harbor Investment Advisory
Maryland
$772K +$1.57K +11 +0.2%
1SB
1261
1ST Source Bank
Indiana
$772K -$71.6K -500 -8%
CCA
1262
Checchi Capital Advisers
California
$770K -$144K -1,007 -15%
LCWP
1263
Legacy Capital Wealth Partners
Arkansas
$769K +$69.9K +488 +10%
JIC
1264
Joel Isaacson & Co
New York
$761K +$46.8K +327 +6%
FCH
1265
Freestone Capital Holdings
Washington
$761K -$261K -1,823 -25%
MSFS
1266
Main Street Financial Solutions
Pennsylvania
$755K -$69K -482 -8%
FFN
1267
Focus Financial Network
Minnesota
$747K -$17.6K -123 -2%
AW
1268
Atlas Wealth
Ohio
$746K +$394K +2,751 +100%
STA
1269
Summit Trail Advisors
New York
$745K -$135K -946 -15%
GIA
1270
Gladstone Institutional Advisory
Florida
$743K -$51.4K -359 -6%
PAM
1271
Panagora Asset Management
Massachusetts
$743K -$360K -2,513 -32%
FFG
1272
Fortem Financial Group
California
$741K -$94.4K -659 -11%
PIMG
1273
Patriot Investment Management Group
Tennessee
$740K -$31.6K -221 -4%
GI
1274
GAMMA Investing
California
$738K +$302K +2,111 +64%
TCA
1275
Transcend Capital Advisors
New Jersey
$735K -$8.45K -59 -1%
49 50
51
52 53