We are live on ! Find out more
UPS icon

United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1401
Lifeworks Advisors
Michigan
$409K +$20.6K +192 +5%
CAMG
1402
CWA Asset Management Group
Florida
$409K +$35K +326 +9%
AAS
1403
Annex Advisory Services
Wisconsin
$409K +$37K +345 +9%
BFA
1404
Brown Financial Advisors
Ohio
$409K -$87K -811 -16%
LAM
1405
Lewis Asset Management
California
$408K +$40.1K +374 +10%
RFN
1406
RDA Financial Network
Iowa
$406K +$10.4K +97 +2%
CCA
1407
Cadent Capital Advisors
Oklahoma
$403K +$3.97K +37 +0.9%
KIG
1408
Kennedy Investment Group
New Jersey
$400K -$19.9K -186 -4%
GM
1409
GeoWealth Management
Illinois
$400K +$49.3K +460 +13%
CF
1410
Clarity Financial
Texas
$399K +$435K +4,053 New
BG
1411
Bollard Group
Massachusetts
$398K +$6.22K +58 +1%
V
1412
VeraBank
Texas
$398K – – –
KJWM
1413
Kiley Juergens Wealth Management
Washington
$398K +$434K +4,043 New
NRC
1414
New Republic Capital
North Carolina
$398K +$433K +4,041 New
PWA
1415
Pitcairn Wealth Advisors
Pennsylvania
$398K -$874K -8,148 -67%
GFA
1416
Gallagher Fiduciary Advisors
Illinois
$397K -$131K -1,225 -23%
LAM
1417
L2 Asset Management
Massachusetts
$397K +$29.2K +272 +7%
GSEP
1418
Golden State Equity Partners
California
$397K +$182K +1,695 +73%
SWMG
1419
Sard Wealth Management Group
Georgia
$396K +$39.4K +367 +10%
BWA
1420
BlueSky Wealth Advisors
North Carolina
$396K -$20.5K -191 -5%
SRA
1421
Secured Retirement Advisors
Minnesota
$395K +$48.7K +454 +13%
RWP
1422
RWA Wealth Partners
Massachusetts
$395K +$9.54K +89 +2%
HFS
1423
Howard Financial Services
Texas
$394K +$15.2K +142 +4%
PCS
1424
Personal CFO Solutions
New Jersey
$392K +$21.3K +199 +5%
ACM
1425
Allred Capital Management
Texas
$392K -$1.07K -10 -0.3%
55 56
57
58 59