UPS icon

United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
BWS
1526
Buck Wealth Strategies
Colorado
$515K +$509K +2,947 +828%
DWM
1527
Drive Wealth Management
Utah
$514K -$80.6K -467 -12%
MWA
1528
Meridian Wealth Advisors
Texas
$514K -$12.1K -70 -2%
PCA
1529
Prosperity Capital Advisors
Ohio
$513K +$46.3K +268 +9%
SP
1530
Successful Portfolios
Florida
$512K -$2.42K -14 -0.4%
CA
1531
Claro Advisors
Massachusetts
$507K -$49.7K -288 -8%
RFG
1532
Range Financial Group
Oregon
$507K -$1.9K -11 -0.3%
RCM
1533
RB Capital Management
Nevada
$506K -$2.59K -15 -0.5%
CFFP
1534
Center for Financial Planning
Michigan
$505K +$38K +220 +7%
MF
1535
Montis Financial
Massachusetts
$504K – – –
AAM
1536
Alphadyne Asset Management
New York
$501K +$285K +1,650 +105%
SSWM
1537
Strait & Sound Wealth Management
California
$501K +$554K +3,212 New
BEAM
1538
Baker Ellis Asset Management
Washington
$500K -$63.2K -366 -10%
SWIG
1539
Strategic Wealth Investment Group
Kentucky
$500K +$6.39K +37 +1%
PG
1540
Patten Group
Tennessee
$500K -$111K -644 -17%
HIA
1541
Harbor Investment Advisory
Maryland
$499K -$228K -1,323 -29%
VCM
1542
Versant Capital Management
Arizona
$497K +$3.8K +22 +0.7%
KIG
1543
Kennedy Investment Group
New Jersey
$496K +$4.83K +28 +0.9%
DLA
1544
Douglas Lane & Associates
New York
$495K -$12.4K -72 -2%
WSTAM
1545
Wilbanks Smith & Thomas Asset Management
Virginia
$494K -$57K -330 -9%
LFA
1546
Landmark Financial Advisors
Kentucky
$493K -$8.63K -50 -2%
PAMG
1547
Patton Albertson Miller Group
Tennessee
$493K -$51.3K -297 -9%
FMLI
1548
Fukoku Mutual Life Insurance
Japan
$493K – – –
CA
1549
Cornerstone Advisory
Maryland
$491K +$273K +1,583 +101%
MFG
1550
MidWestOne Financial Group
Iowa
$491K -$1.38K -8 -0.3%
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