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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
IP
1401
Indivisible Partners
Florida
$419K -$89.1K -857 -18%
FFG
1402
Frisch Financial Group
New York
$419K +$13.9K +134 +4%
WEG
1403
World Equity Group
Illinois
$416K +$23K +221 +6%
PFSC
1404
Peoples Financial Services Corp
Pennsylvania
$415K -$9.98K -96 -2%
PWA
1405
Pitcairn Wealth Advisors
Pennsylvania
$415K -$15.5K -149 -4%
CFP
1406
Catalyst Financial Partners
Massachusetts
$414K -$223K -2,141 -36%
EA
1407
Everpar Advisors
Oklahoma
$414K -$7.8K -75 -2%
KJWM
1408
Kiley Juergens Wealth Management
Washington
$412K -$21.7K -209 -5%
IPW
1409
Inlet Private Wealth
Florida
$412K -$15.6K -150 -4%
OIA
1410
Oakmont Investment Advisors
Pennsylvania
$411K +$165K +1,587 +71%
APFP
1411
Action Point Financial Planning
Michigan
$410K +$397K +3,820 New
RCMF
1412
RK Capital Management (Florida)
Florida
$409K -$198K -1,900 -33%
CPG
1413
Cornerstone Planning Group
New Jersey
$407K -$2.81K -27 -0.8%
QI
1414
Qtron Investments
Massachusetts
$407K +$394K +3,790 New
VF
1415
Virtu Financial
New York
$407K -$2M -19,207 -84%
CWG
1416
Cornerstone Wealth Group
North Carolina
$406K +$37.4K +360 +11%
PCS
1417
Personal CFO Solutions
New Jersey
$406K -$21.9K -211 -5%
CFS
1418
CRA Financial Services
New Jersey
$406K +$8.11K +78 +2%
SIC
1419
Sterling Investment Counsel
New York
$405K -$5.3K -51 -1%
KIG
1420
Kennedy Investment Group
New Jersey
$405K -$31.4K -302 -7%
LFIA
1421
Legacy Financial Independent Advisors
Kentucky
$404K -$10.1K -97 -3%
RCA
1422
Resonant Capital Advisors
Wisconsin
$404K +$12.6K +121 +3%
MIA
1423
MeadowBrook Investment Advisors
Michigan
$404K -$6.24K -60 -2%
DW
1424
Durante & Waters
New York
$403K -$1.87K -18 -0.5%
SAM
1425
Summit Asset Management
Tennessee
$402K +$104 +1 +0%