We are live on ! Find out more
UPS icon

United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1451
Souders Financial Advisors
Ohio
$734K +$727K +3,422 New
WMS
1452
Wealth Management Solutions
Pennsylvania
$728K -$82.4K -388 -10%
DC
1453
DeDora Capital
California
$727K +$721K +3,391 New
SXL
1454
Summit X LLC
Missouri
$726K +$15.5K +73 +2%
RCWM
1455
Royal Capital Wealth Management
Indiana
$725K -$212 -1 -0%
MF
1456
Montis Financial
Massachusetts
$723K +$212 +1 +0%
HFM
1457
Harvest Fund Management
China
$723K +$56.5K +266 +9%
AWM
1458
Absher Wealth Management
North Carolina
$723K +$72.9K +343 +11%
EAM
1459
Erste Asset Management
Austria
$721K +$193K +908 +38%
AFWM
1460
AMJ Financial Wealth Management
Virginia
$720K +$5.95K +28 +0.8%
WEG
1461
World Equity Group
Illinois
$719K +$712K +3,353 New
SAM
1462
Summit Asset Management
Tennessee
$717K – – –
SP
1463
Successful Portfolios
Florida
$715K – – –
SWA
1464
SFMG Wealth Advisors
Texas
$714K -$12.5K -59 -2%
M
1465
Mirova
France
$714K -$637 -3 -0.1%
WP
1466
WealthSource Partners
California
$713K -$119K -560 -14%
CFCI
1467
Comprehensive Financial Consultants Institutional
Indiana
$709K -$16.1K -76 -2%
PSP
1468
Principal Street Partners
Tennessee
$708K +$101K +476 +17%
MWM
1469
Mascoma Wealth Management
New Hampshire
$708K +$589K +2,770 +523%
EW
1470
Evoke Wealth
California
$706K -$44K -207 -6%
BC
1471
Burney Company
Virginia
$704K -$45.5K -214 -6%
SFP
1472
Sterling Financial Planning
New Jersey
$703K -$89.2K -420 -11%
SCM
1473
Stevens Capital Management
Pennsylvania
$701K +$694K +3,267 New
PAG
1474
Powers Advisory Group
Illinois
$700K +$3.83K +18 +0.6%
PFBT
1475
Parkside Financial Bank & Trust
Missouri
$700K +$21.2K +100 +3%
57 58
59
60 61