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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1901
Berger Financial Group
Minnesota
$217K -$18.8K -103 -8%
BFS
1902
Bickling Financial Services
Massachusetts
$216K -$4.38K -24 -2%
EIP
1903
Ellis Investment Partners
Pennsylvania
$215K +$1.46K +8 +0.7%
AWM
1904
Act Wealth Management
Texas
$215K +$91.2K +500 +42%
KC
1905
Kenfarb & Co
Kentucky
$214K – – –
CAL
1906
Capital Advisors Ltd
Ohio
$214K +$5.29K +29 +3%
IWN
1907
Independent Wealth Network
Iowa
$213K +$3.47K +19 +2%
OWA
1908
Opal Wealth Advisors
New York
$212K -$19.3K -106 -8%
BFA
1909
Beacon Financial Advisory
Ohio
$212K +$41.4K +227 +24%
SW
1910
SteelPeak Wealth
California
$211K -$382K -2,094 -64%
HI
1911
Hudock Inc
Pennsylvania
$210K +$912 +5 +0.4%
WBC
1912
West Branch Capital
Massachusetts
$210K +$1.09K +6 +0.5%
CGA
1913
Crescent Grove Advisors
Illinois
$209K -$171K -936 -45%
HIC
1914
Holderness Investments Company
North Carolina
$209K -$10.9K -60 -5%
GPA
1915
Garrison Point Advisors
California
$208K – – –
CRC
1916
Curi RMB Capital
Illinois
$207K +$8.39K +46 +4%
CWM
1917
Connecticut Wealth Management
Connecticut
$207K +$207K +1,134 New
CYG
1918
Clean Yield Group
Vermont
$205K -$45.6K -250 -18%
BFC
1919
Bedel Financial Consulting
Indiana
$205K – – –
TP
1920
Tranquility Partners
Tennessee
$205K +$2.01K +11 +1%
AIM
1921
Avity Investment Management
Connecticut
$204K -$2.74K -15 -1%
JC
1922
JB Capital
Connecticut
$204K +$182 +1 +0.1%
PCWA
1923
Pacific Capital Wealth Advisors
California
$203K – – –
RFA
1924
Resurgent Financial Advisors
Georgia
$202K +$1.46K +8 +0.7%
PO
1925
Private Ocean
California
$202K +$23.7K +130 +13%