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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1551
ERTS Wealth Advisors
Michigan
$491K +$13.6K +79 +3%
EGA
1552
E&G Advisors
Texas
$491K +$14.7K +85 +3%
CSC
1553
Caldwell Sutter Capital
California
$490K +$12.4K +72 +2%
RWPA
1554
Richard W. Paul & Associates
Michigan
$490K +$54.2K +314 +11%
TWP
1555
Tower Wealth Partners
Pennsylvania
$488K +$9.32K +54 +2%
CIA
1556
Cape Investment Advisory
Georgia
$487K +$52.3K +303 +11%
NAS
1557
NWF Advisory Services
California
$486K – – –
GL
1558
Graypoint LLC
New York
$486K -$6.73K -39 -1%
NAM
1559
NTV Asset Management
West Virginia
$486K +$111K +644 +26%
RW
1560
REDW Wealth
New Mexico
$484K – – –
OFG
1561
Oxford Financial Group
Indiana
$484K -$47.3K -274 -8%
GWSG
1562
GPS Wealth Strategies Group
Colorado
$483K +$22.1K +128 +4%
PCS
1563
Personal CFO Solutions
New Jersey
$482K +$39.4K +228 +8%
CIA
1564
Cladis Investment Advisory
Montana
$480K +$221K +1,281 +71%
PP
1565
Patten & Patten
Tennessee
$478K -$5.35K -31 -1%
TCPWM
1566
Traverso Chambers Private Wealth Management
California
$476K +$7.94K +46 +2%
MIG
1567
McGuire Investment Group
Rhode Island
$474K – – –
BCG
1568
Breakwater Capital Group
New Jersey
$473K +$25.5K +148 +5%
ALAM
1569
Asahi Life Asset Management
Japan
$472K -$12.1K -70 -2%
SEM
1570
Strategic Equity Management
Arizona
$471K – – –
FAM
1571
Formidable Asset Management
Ohio
$469K – – –
FGA
1572
Fortis Group Advisors
New Jersey
$469K +$44.5K +258 +12%
HCA
1573
Harbour Capital Advisors
Virginia
$469K – – –
CG
1574
Clifford Group
Massachusetts
$469K -$7.77K -45 -1%
LFM
1575
Lumina Fund Management
New York
$468K – – –