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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
1876
Key Financial Inc
Pennsylvania
$65.4K -$21.4K -206 -25%
QPBE
1877
Quintet Private Bank (Europe)
Luxembourg
$64.5K -$8.84K -85 -12%
SEP
1878
Signature Equity Partners
Ohio
$62.8K -$120K -1,151 -66%
MAM
1879
Marquette Asset Management
Minnesota
$62.6K -$6.76K -65 -10%
SL
1880
Salomon & Ludwin
Virginia
$62.4K
API
1881
Asset Planning Inc
California
$62.4K -$30.5K -293 -34%
BIAS
1882
Beacon Investment Advisory Services
New Jersey
$62.4K -$9.36K -90 -13%
CWP
1883
Clark Wealth Partners
Illinois
$60.9K +$832 +8 +1%
KFAS
1884
Keating Financial Advisory Services
Kansas
$60.6K +$16.1K +155 +38%
WB
1885
Webster Bank
Connecticut
$60.5K -$48.8K -469 -45%
FFO
1886
Fortitude Family Office
Arizona
$58.9K +$31.1K +299 +120%
TF
1887
Tompkins Financial
New York
$58.8K -$9.77K -94 -15%
MWA
1888
Medallion Wealth Advisors
Connecticut
$58.5K +$7.49K +72 +15%
SGFG
1889
Silver Grove Financial Group
New York
$57.1K +$55.2K +531 New
MCI
1890
MRP Capital Investments
Georgia
$56.4K +$54.6K +525 New
FIA
1891
FNY Investment Advisers
New York
$56K -$1.19M -11,418 -96%
TFM
1892
TFC Financial Management
Massachusetts
$55.9K +$936 +9 +2%
AW
1893
Avion Wealth
Texas
$55K +$5.09K +49 +10%
NECFA
1894
New England Capital Financial Advisors
Connecticut
$53.8K -$2.81K -27 -5%
EP
1895
Evelyn Partners
$53.2K +$51.5K +495 New
MEG
1896
Millstone Evans Group
Colorado
$52.1K
PUI
1897
Purpose Unlimited Inc
$52K
CCA
1898
Catalyst Capital Advisors
New York
$50.3K -$728 -7 -1%
ADL
1899
Asset Dedication LLC
California
$50.3K +$12.5K +120 +34%
QL
1900
Quarry LP
New York
$50.1K -$49.4K -475 -50%