We are live on ! Find out more
UPS icon

United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
JWWM
1301
Johnson & White Wealth Management
Pennsylvania
$498K +$73.1K +781 +18%
CPA
1302
Capital Performance Advisors
California
$498K +$205K +2,193 +78%
AG
1303
AlTi Global
New York
$496K +$28K +299 +6%
AGP
1304
Autumn Glory Partners
Texas
$496K – – –
SSG
1305
Summit Securities Group
New York
$496K -$1.23M -13,173 -72%
WAAG
1306
Wealth Alliance Advisory Group
Kansas
$495K -$6.92K -74 -1%
JDLA
1307
J. Derek Lewis & Associates
California
$494K +$466K +4,985 New
BFA
1308
Brown Financial Advisors
Ohio
$492K +$464K +4,965 New
GWM
1309
Greenwich Wealth Management
Connecticut
$492K +$29K +310 +7%
A
1310
AlphaQuest
New York
$492K +$29.6K +316 +7%
LS
1311
Livforsakringsbolaget Skandia
Sweden
$489K – – –
PAG
1312
Powers Advisory Group
Illinois
$489K +$30.5K +326 +7%
MMG
1313
Monetary Management Group
Missouri
$489K -$35.1K -375 -7%
KFA
1314
Krane Funds Advisors
New York
$487K -$46.2K -494 -9%
SN
1315
Sittner & Nelson
Oregon
$486K -$119K -1,268 -23%
AO
1316
Advisor OS
Illinois
$483K +$455K +4,867 New
CA
1317
Claro Advisors
Massachusetts
$482K +$75.3K +805 +20%
FFG
1318
Fortress Financial Group
Minnesota
$479K -$62K -663 -12%
RMAM
1319
Raab & Moskowitz Asset Management
New Jersey
$478K -$21.3K -228 -5%
CWM
1320
Calamos Wealth Management
Illinois
$478K +$36.5K +390 +9%
TAP
1321
TSG Advice Partners
Ohio
$478K +$450K +4,816 New
LFA
1322
LifeGuide Financial Advisors
Pennsylvania
$477K -$18.2K -195 -4%
LWP
1323
LMG Wealth Partners
Louisiana
$476K +$122K +1,303 +37%
JTWM
1324
Jackson Thornton Wealth Management
Alabama
$474K +$422K +4,507 New
DE
1325
Diversified Enterprises
Delaware
$474K +$447K +4,777 New
51 52
53
54 55