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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
RFG
1526
Range Financial Group
Oregon
$520K +$8.16K +54 +2%
PWP
1527
Private Wealth Partners
California
$519K +$75.6K +500 +18%
MWA
1528
Meridian Wealth Advisors
Texas
$518K
CG
1529
Clifford Group
Massachusetts
$518K +$43.4K +287 +10%
CPC
1530
Consolidated Planning Corp
Georgia
$517K -$275K -1,821 -36%
CSC
1531
Caldwell Sutter Capital
California
$517K +$21.5K +142 +5%
RCWM
1532
Royal Capital Wealth Management
Indiana
$516K -$41.6K -275 -8%
CA
1533
Cornerstone Advisory
Maryland
$516K +$19.5K +129 +4%
CAM
1534
Chesapeake Asset Management
New York
$515K -$55.9K -370 -10%
BB
1535
Burford Brothers
Texas
$513K +$493K +3,262 New
FGA
1536
Fortis Group Advisors
New Jersey
$509K +$37.8K +250 +10%
MCC
1537
Malaga Cove Capital
California
$509K +$227K +1,502 +87%
MF
1538
Montis Financial
Massachusetts
$508K
CFFP
1539
Center for Financial Planning
Michigan
$505K -$3.78K -25 -0.8%
P
1540
&Partners
Tennessee
$505K +$485K +3,208 New
Koshinski Asset Management
1541
Koshinski Asset Management
Illinois
$505K -$6.53M -43,189 -93%
LWP
1542
LMG Wealth Partners
Louisiana
$501K +$91.9K +608 +24%
JF
1543
Jump Financial
Illinois
$499K -$1.69M -11,183 -78%
EWA
1544
Encompass Wealth Advisors
Oregon
$498K +$246K +1,625 +105%
PWP
1545
Phillips Wealth Planners
Mississippi
$498K -$220K -1,454 -31%
KIG
1546
Kennedy Investment Group
New Jersey
$498K -$2.72K -18 -0.6%
KWMG
1547
King Wealth Management Group
Florida
$497K +$48.1K +318 +11%
FMLI
1548
Fukoku Mutual Life Insurance
Japan
$497K
SSWM
1549
Strait & Sound Wealth Management
California
$496K
NAM
1550
NTV Asset Management
West Virginia
$496K +$5.9K +39 +1%