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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1876
Clark Wealth Partners
Illinois
$55K +$858 +8 +1%
NECFA
1877
New England Capital Financial Advisors
Connecticut
$51.8K -$11K -103 -16%
WAS
1878
Winch Advisory Services
Wisconsin
$51.2K +$6.11K +57 +12%
TFM
1879
TFC Financial Management
Massachusetts
$50.3K -$643 -6 -1%
SIC
1880
SJS Investment Consulting
Ohio
$47.9K +$8.04K +75 +18%
MEG
1881
Millstone Evans Group
Colorado
$47.7K +$29.4K +274 +130%
PUI
1882
Purpose Unlimited Inc
$47.6K +$46.5K +434 +868%
RWM
1883
RMG Wealth Management
Wisconsin
$47.3K +$13.8K +129 +38%
CCA
1884
Catalyst Capital Advisors
New York
$46.7K -$220K -2,051 -81%
MWA
1885
Medallion Wealth Advisors
Connecticut
$46.4K +$5.47K +51 +12%
GAA
1886
Global Assets Advisory
Florida
$46.3K +$50.5K +471 New
AW
1887
Avion Wealth
Texas
$46K – – –
GKIM
1888
GW&K Investment Management
Massachusetts
$46K +$322 +3 +0.6%
PGAM
1889
Princeton Global Asset Management
New Jersey
$45.7K +$1.18K +11 +2%
WWM
1890
Wolff Wiese Magana
California
$44.8K -$3.65K -34 -7%
STB
1891
S&T Bank
Pennsylvania
$44.7K +$9.65K +90 +25%
BTD
1892
BankPlus Trust Department
Mississippi
$43.9K -$8.79K -82 -16%
CB
1893
CNB Bank
Pennsylvania
$43.4K -$3.54K -33 -7%
TPWA
1894
Twin Peaks Wealth Advisors
California
$43.2K +$47.1K +439 New
IAS
1895
IMA Advisory Services
Colorado
$42.4K +$322 +3 +0.7%
CH
1896
Canton Hathaway
Rhode Island
$41.8K – – –
PCFFS
1897
Pacific Center for Financial Services
California
$41.8K – – –
FUBT
1898
First United Bank & Trust
Maryland
$41.3K – – –
CAL
1899
Capital Advisors Ltd
Ohio
$41K – – –
CJ
1900
Caitlin John
Michigan
$40.9K +$41K +382 +1,158%