We are live on ! Find out more
UPS icon

United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
W
1676
Wealthquest
Ohio
$231K +$232K +1,376 New
AL
1677
Aspiriant LLC
California
$230K -$549K -3,254 -70%
PCG
1678
Private Capital Group
Connecticut
$230K -$4.56K -27 -2%
BHBT
1679
Burke & Herbert Bank & Trust
Virginia
$229K -$122K -725 -35%
HFP
1680
Holistic Financial Partners
Indiana
$228K +$8.44K +50 +4%
LIA
1681
LBMC Investment Advisors
Tennessee
$228K +$11.8K +70 +5%
WMA
1682
Wealth Management Associates
New Jersey
$228K +$338 +2 +0.1%
EB
1683
Eastern Bank
Massachusetts
$227K – – –
ROTUOC
1684
Regents of the University of California
California
$227K – – –
TWM
1685
Titus Wealth Management
California
$225K +$10.8K +64 +5%
FWM
1686
Fairhaven Wealth Management
Illinois
$225K +$226K +1,337 New
SIM
1687
SSI Investment Management
California
$224K +$224K +1,329 New
MMM
1688
Mendel Money Management
Illinois
$222K – – –
WCF
1689
West Coast Financial
California
$221K +$222K +1,313 New
PB
1690
Pinnacle Bancorp
Nebraska
$220K – – –
VIM
1691
Vista Investment Management
Pennsylvania
$219K +$844 +5 +0.4%
TFA
1692
Trinity Financial Advisors
Ohio
$219K +$219K +1,300 New
DJSG
1693
D.J. St. Germain
Massachusetts
$218K – – –
MFW
1694
Meristem Family Wealth
Minnesota
$217K +$10.3K +61 +5%
ACM
1695
Advisors Capital Management
New Jersey
$217K +$218K +1,294 New
MWPCG
1696
Measured Wealth Private Client Group
New Hampshire
$213K -$73.6K -436 -26%
AFAS
1697
Acorn Financial Advisory Services
Virginia
$213K +$1.69K +10 +0.8%
DCM
1698
Driehaus Capital Management
Illinois
$213K +$213K +1,264 New
WBC
1699
West Branch Capital
Massachusetts
$212K -$54.7K -324 -20%
OWA
1700
Opal Wealth Advisors
New York
$212K +$213K +1,260 New
66 67
68
69 70