We are live on ! Find out more
UPS icon

United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1701
Clifford Group
Massachusetts
$229K +$25K +254 +13%
BIM
1702
Bridges Investment Management
Nebraska
$229K -$49.2K -500 -18%
EFSCE
1703
Enterprise Financial Services Corp (EFSC)
Missouri
$229K +$223K +2,265 New
WA
1704
Waddell & Associates
Tennessee
$228K +$222K +2,261 New
RWP
1705
Ridgecrest Wealth Partners
California
$228K +$27.3K +277 +14%
6F
1706
626 Financial
Michigan
$228K +$222K +2,256 New
LWM
1707
Lyell Wealth Management
California
$227K -$984 -10 -0.4%
OFC
1708
Oakland Financial Corp
$227K – – –
PFM
1709
Patton Fund Management
Texas
$227K +$221K +2,249 New
BDL
1710
Bey-Douglas LLC
Georgia
$226K +$220K +2,239 New
RA
1711
Ransom Advisory
Rhode Island
$226K -$14.8K -150 -6%
FCB
1712
First County Bank
Connecticut
$226K -$125K -1,271 -36%
TBNY
1713
Trustco Bank (New York)
New York
$225K -$40.5K -412 -16%
BFA
1714
Bill Few Associates
Pennsylvania
$225K -$19.6K -199 -8%
BHPW
1715
Beverly Hills Private Wealth
California
$225K -$920K -9,349 -81%
CA
1716
CV Advisors
Florida
$225K – – –
HWA
1717
Heritage Wealth Advisors
Virginia
$224K -$118K -1,195 -35%
FAN
1718
Financial Advisors Network
California
$224K +$218K +2,216 New
AWM
1719
Arista Wealth Management
Nevada
$222K +$216K +2,199 New
BPFA
1720
Barnes Pettey Financial Advisors
Mississippi
$222K +$394 +4 +0.2%
GDP
1721
Great Diamond Partners
Maine
$221K +$215K +2,185 New
DLA
1722
Douglas Lane & Associates
New York
$220K -$16.7K -170 -7%
RMP
1723
Richards, Merrill & Peterson
Washington
$220K +$492 +5 +0.2%
CCA
1724
Cobblestone Capital Advisors
New York
$220K -$402K -4,091 -65%
JCFM
1725
JBR Co Financial Management
Oklahoma
$220K -$47.5K -483 -18%
67 68
69
70 71