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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1401
EPG Wealth Management
Georgia
$480K +$3.04K +18 +0.6%
WFC
1402
Western Financial Corp
California
$480K +$482K +2,855 New
LSAG
1403
Lake Street Advisors Group
New Hampshire
$479K +$506 +3 +0.1%
CAG
1404
Csenge Advisory Group
Florida
$478K -$145K -861 -23%
AssetMark Inc
1405
AssetMark Inc
California
$477K -$9.11K -54 -2%
MBT
1406
Montecito Bank & Trust
California
$476K -$20.3K -120 -4%
SWM
1407
Segment Wealth Management
Texas
$476K +$169 +1 +0%
AS
1408
Altshuler Shaham
Israel
$476K +$470K +2,784 +6,327%
RCA
1409
Ranch Capital Advisors
Florida
$473K -$2.87K -17 -0.6%
CAMG
1410
CWA Asset Management Group
Florida
$472K +$75.8K +449 +19%
RCG
1411
Rock Creek Group
District of Columbia
$472K +$221K +1,312 +88%
RFN
1412
RDA Financial Network
Iowa
$471K
SFA
1413
Source Financial Advisors
New York
$470K +$471K +2,793 New
AWM
1414
Avior Wealth Management
Nebraska
$469K +$16K +95 +4%
NP
1415
NorthRock Partners
Minnesota
$467K +$7.09K +42 +2%
AWA
1416
Arete Wealth Advisors
Illinois
$466K -$34.3K -203 -7%
CFFP
1417
Center for Financial Planning
Michigan
$465K
WA
1418
Wealth Alliance
New York
$464K -$498K -2,952 -52%
QCG
1419
Quadrant Capital Group
Ohio
$462K +$28.2K +167 +6%
TC
1420
Trust Company
Kansas
$460K -$23.6K -140 -5%
KTC
1421
Kistler-Tiffany Companies
Pennsylvania
$459K -$106K -630 -19%
ECM
1422
ExodusPoint Capital Management
New York
$456K -$3.3M -19,533 -88%
MHC
1423
Meyer Handelman Company
New York
$455K +$456K +2,700 New
RPWA
1424
Regent Peak Wealth Advisors
Georgia
$454K +$123K +729 +37%
AWM
1425
Accel Wealth Management
Iowa
$454K +$455K +2,697 New