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United Parcel Service

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