We are live on ! Find out more
UPS icon

United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
1301
Valmark Advisers
Ohio
$862K +$43.5K +251 +5%
AMG
1302
Advisors Management Group
Wisconsin
$861K +$2.08K +12 +0.2%
PFWA
1303
Paces Ferry Wealth Advisors
Georgia
$860K -$38.1K -220 -4%
SAA
1304
Southeast Asset Advisors
Georgia
$860K – – –
LWP
1305
Lumature Wealth Partners
Georgia
$859K -$48.3K -279 -5%
GCL
1306
Gouws Capital LLC
North Carolina
$854K +$505K +2,920 +146%
CSB
1307
City State Bank
Iowa
$854K – – –
BFA
1308
Buttonwood Financial Advisors
Maryland
$852K -$5.02K -29 -0.6%
PWC
1309
PYA Waltman Capital
Tennessee
$852K +$143K +826 +20%
FCM
1310
Fourpath Capital Management
Oklahoma
$848K -$20.8K -120 -2%
KMWM
1311
Keudell/Morrison Wealth Management
Oregon
$845K +$12.3K +71 +1%
SIM
1312
Sentry Investment Management
Wisconsin
$844K – – –
PI
1313
Pettee Investors
Connecticut
$841K – – –
EWA
1314
EverSource Wealth Advisors
Alabama
$841K -$672K -3,882 -45%
CAC
1315
Core Alternative Capital
Georgia
$840K -$675K -3,897 -45%
LOAMS
1316
Lombard Odier Asset Management (Switzerland)
Switzerland
$840K +$209K +1,208 +33%
DWM
1317
Darwin Wealth Management
Florida
$839K +$1.39K +8 +0.2%
RIL
1318
Rothschild Investment LLC
Illinois
$838K -$1.04K -6 -0.1%
MCM
1319
Mork Capital Management
California
$838K +$834K +4,820 New
HI
1320
Human Investing
Oregon
$837K -$129K -747 -13%
LA
1321
LVW Advisors
New York
$836K -$60.4K -349 -7%
OFG
1322
OmniStar Financial Group
North Carolina
$832K -$280K -1,615 -25%
TSWM
1323
Triangle Securities Wealth Management
North Carolina
$830K -$43.6K -252 -5%
MIH
1324
Meitav Investment House
Israel
$829K – – –
LWM
1325
Lyell Wealth Management
California
$829K +$27.7K +160 +3%
51 52
53
54 55