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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
1451
Harvest Group Wealth Management
Massachusetts
$13K +$114 +1 +0.9%
PWMG
1452
Prestige Wealth Management Group
New Jersey
$13K +$1.37K +12 +12%
PCIA
1453
Prime Capital Investment Advisors
Kansas
$13K +$12K +105 +2,100%
AWM
1454
AllSquare Wealth Management
New York
$12K
CAM
1455
CenterStar Asset Management
Illinois
$12K
DOA
1456
D'Orazio & Associates
Virginia
$12K
FMB
1457
Field & Main Bank
Kentucky
$12K
SB
1458
Strategic Blueprint
Georgia
$12K +$11.4K +100 New
WOC
1459
West Oak Capital
California
$11K -$80K -700 -88%
BAMG
1460
Brand Asset Management Group
Missouri
$11K
FPS
1461
Fieldpoint Private Securities
Connecticut
$11K
GWAG
1462
Garrett Wealth Advisory Group
Texas
$10.7K +$10.2K +89 New
CFN
1463
Cordasco Financial Network
Florida
$10K
JIR
1464
James Investment Research
Ohio
$10K
LFG
1465
LifePlan Financial Group
Ohio
$9K
TSW
1466
Thompson Siegel & Walmsley
Virginia
$9K
AM
1467
Atwater Malick
Pennsylvania
$9K +$8.57K +75 New
SA
1468
SRH Advisors
Kansas
$7K
1NWS
1469
1 North Wealth Services
Maryland
$7K +$7.09K +62 New
PWP
1470
Personal Wealth Partners
Minnesota
$6K +$2.29K +20 +71%
SWP
1471
Strategic Wealth Partners
Ohio
$4.93K +$1.83K +16 +1%
ARMC
1472
American Research & Management Company
Massachusetts
$4K
EWM
1473
Elmwood Wealth Management
California
$4K
CFD
1474
Creative Financial Designs
Indiana
$4K +$1.03K +9 +30%
LWA
1475
Lowe Wealth Advisors
Maryland
$3K