We are live on ! Find out more
UPS icon

United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
RPCONE
1801
Retirement Planning Company of New England
Rhode Island
$318K +$303K +1,488 New
GL
1802
Graypoint LLC
New York
$317K +$55.3K +272 +23%
APG
1803
Abacus Planning Group
South Carolina
$317K +$301K +1,479 New
FA
1804
Faithward Advisors
Pennsylvania
$316K – – –
HS
1805
Horan Securities
United States
$316K +$300K +1,475 New
CCM
1806
Compton Capital Management
Rhode Island
$315K – – –
FFG
1807
Frisch Financial Group
New York
$315K +$11.6K +57 +4%
CFA
1808
CWS Financial Advisors
Michigan
$315K +$299K +1,471 New
TIA
1809
Tiemann Investment Advisors
California
$314K – – –
HIC
1810
Harvey Investment Company
Kentucky
$313K – – –
IA
1811
Insight Advisors
Pennsylvania
$312K +$21.8K +107 +8%
RMDI
1812
R.M. Davis Inc
Maine
$311K +$23.6K +116 +9%
OAM
1813
Oak Asset Management
California
$309K – – –
BAS
1814
Brown Advisory Securities
Maryland
$308K -$234K -1,150 -44%
BCP
1815
Berkeley Capital Partners
Georgia
$308K -$13.6K -67 -4%
CWMGP
1816
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$308K +$292K +1,435 New
GWANC
1817
Guardian Wealth Advisors (North Carolina)
North Carolina
$308K +$292K +1,435 New
SCM
1818
Spreng Capital Management
Ohio
$308K +$293K +1,440 New
HFP
1819
Holistic Financial Partners
Indiana
$307K +$20.1K +99 +7%
STA
1820
Summit Trail Advisors
New York
$307K +$24.8K +122 +9%
PWMG
1821
Prestige Wealth Management Group
New Jersey
$306K +$41.3K +203 +17%
PCI
1822
Planning Center Inc
Illinois
$306K +$268K +1,317 New
MA
1823
MAS Advisors
Florida
$306K +$291K +1,429 New
BHBT
1824
Burke & Herbert Bank & Trust
Virginia
$302K – – –
WA
1825
WBH Advisory
Maryland
$302K +$61.2K +301 +27%
71 72
73
74 75