We are live on ! Find out more
UPS icon

United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
B
1301
Barings
North Carolina
$1M -$137K -673 -13%
CAAS
1302
Capital Asset Advisory Services
Michigan
$1M -$127K -622 -12%
BPC
1303
Banque Pictet & Cie
Switzerland
$1M +$37.6K +185 +4%
EWM
1304
Evermay Wealth Management
Virginia
$1M +$61K +300 +7%
ERWM
1305
Elk River Wealth Management
Colorado
$1M -$30.5K -150 -3%
NL
1306
NVWM LLC
Pennsylvania
$998K +$16.7K +82 +2%
LFA
1307
Legacy Financial Advisors
Kentucky
$998K +$76.5K +376 +9%
OPS
1308
Orion Portfolio Solutions
Nebraska
$996K +$42.7K +210 +5%
VA
1309
Valmark Advisers
Ohio
$995K +$30.1K +148 +3%
EHWM
1310
Eads & Heald Wealth Management
Georgia
$994K +$28.9K +142 +3%
CAGAS
1311
Capital Advisory Group Advisory Services
Minnesota
$986K +$90.1K +443 +11%
CTB
1312
Country Trust Bank
Illinois
$984K +$741K +3,644 +385%
ESBC
1313
E.S. Barr & Co
Kentucky
$981K -$7.53K -37 -0.8%
AssetMark Inc
1314
AssetMark Inc
California
$979K +$172K +846 +23%
IWA
1315
IVC Wealth Advisors
Pennsylvania
$977K -$52.5K -258 -5%
SWM
1316
Segment Wealth Management
Texas
$977K +$344K +1,689 +59%
LWM
1317
Lyell Wealth Management
California
$974K +$6.71K +33 +0.7%
WFA
1318
WestHill Financial Advisors
California
$973K +$203 +1 +0%
JWA
1319
JFS Wealth Advisors
Pennsylvania
$972K +$59.8K +294 +7%
HI
1320
Harbour Investments
Wisconsin
$964K -$2M -9,842 -69%
HPC
1321
HM Payson & Co
Maine
$963K +$2.24K +11 +0.2%
CFG
1322
Cooper Financial Group
California
$962K -$75.7K -372 -8%
SFM
1323
Signet Financial Management
New Jersey
$959K +$7.93K +39 +0.9%
PWM
1324
Palumbo Wealth Management
New York
$959K +$30.1K +148 +3%
WFC
1325
Western Financial Corp
California
$958K +$118K +581 +15%