We are live on ! Find out more
UPS icon

United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1901
GAMCO Investors
Connecticut
$208K -$42.6K -225 -15%
FWA
1902
FSM Wealth Advisors
Ohio
$208K +$27.5K +145 +13%
RPG
1903
Resource Planning Group
Georgia
$208K +$244K +1,289 New
AP
1904
Appleton Partners
Massachusetts
$207K -$14.4K -76 -6%
HR
1905
Howe & Rusling
New York
$207K +$39.2K +207 +19%
PB
1906
Pinnacle Bancorp
Nebraska
$206K -$1.89K -10 -0.8%
VC
1907
Vestor Capital
Illinois
$206K – – –
PTC
1908
Petrus Trust Company
Texas
$206K +$241K +1,275 New
MAM
1909
MMA Asset Management
Pennsylvania
$205K +$2.46K +13 +1%
KFI
1910
Key Financial Inc
Pennsylvania
$205K +$4.54K +24 +2%
KWA
1911
KCS Wealth Advisory
California
$204K -$5.68K -30 -2%
SEP
1912
Southland Equity Partners
Missouri
$203K +$1.7K +9 +0.7%
TWM
1913
Tradition Wealth Management
Minnesota
$203K -$92.2K -487 -28%
DAM
1914
Derbend Asset Management
Georgia
$203K – – –
W
1915
Wealthquest
Ohio
$202K – – –
MWP
1916
Madison Wealth Partners
Wisconsin
$202K +$2.65K +14 +1%
PCI
1917
Planning Center Inc
Illinois
$201K -$12.9K -68 -5%
HFW
1918
Horizon Family Wealth
Illinois
$201K +$3.22K +17 +1%
ACM
1919
AUA Capital Management
Pennsylvania
$200K -$152K -805 -39%
KWS
1920
Keystone Wealth Services
California
$200K +$5.68K +30 +2%
TC
1921
Trust Company
Kansas
$198K – – –
AWM
1922
Avior Wealth Management
Nebraska
$198K +$28K +148 +14%
WBC
1923
West Branch Capital
Massachusetts
$196K +$12.3K +65 +6%
EIP
1924
Ellis Investment Partners
Pennsylvania
$191K +$1.32K +7 +0.6%
CAL
1925
Capital Advisors Ltd
Ohio
$189K +$379 +2 +0.2%
75 76
77
78 79