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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
RF
1901
Rossby Financial
Florida
$44.9K +$10.8K +110 +33%
PH
1902
Pinnacle Holdings
Oklahoma
$44.9K +$43.8K +445 New
BAM
1903
Byrne Asset Management
New Jersey
$44.2K -$469K -4,772 -92%
NECFA
1904
New England Capital Financial Advisors
Connecticut
$43.3K +$197 +2 +0.5%
CH
1905
Canton Hathaway
Rhode Island
$43K – – –
PCFFS
1906
Pacific Center for Financial Services
California
$42.9K – – –
PS
1907
Pinney & Scofield
Massachusetts
$42.2K +$3.84K +39 +10%
CA
1908
Centerpoint Advisors
Massachusetts
$42K +$22.8K +232 +127%
AWM
1909
Abound Wealth Management
Tennessee
$41.3K – – –
DIP
1910
DT Investment Partners
Pennsylvania
$41.1K -$73.3K -745 -65%
EIM
1911
Essex Investment Management
Massachusetts
$40.8K – – –
SFA
1912
Semmax Financial Advisors
North Carolina
$40.4K -$39.5K -401 -46%
RAM
1913
Ramirez Asset Management
New York
$40.4K – – –
FC
1914
Fairscale Capital
New Hampshire
$40.2K – – –
HNB
1915
Hilltop National Bank
Wyoming
$38.7K +$37.7K +383 New
FMB
1916
Field & Main Bank
Kentucky
$38.4K -$8.36K -85 -18%
STB
1917
S&T Bank
Pennsylvania
$37.9K -$590 -6 -2%
AEPWM
1918
Atlantic Edge Private Wealth Management
Florida
$37.1K -$4.43K -45 -11%
GKIM
1919
GW&K Investment Management
Massachusetts
$37K +$2.56K +26 +8%
FUBT
1920
First United Bank & Trust
Maryland
$36.8K -$94.4K -960 -72%
NFSG
1921
Newbridge Financial Services Group
Florida
$36.8K -$5.51K -56 -13%
OWA
1922
Opal Wealth Advisors
New York
$36.6K -$6.79K -69 -16%
JFA
1923
JNBA Financial Advisors
Minnesota
$36.3K -$17.6K -179 -33%
PFG
1924
Putney Financial Group
California
$36K -$2.95K -30 -8%
CAC
1925
Core Alternative Capital
Georgia
$35.7K -$233K -2,370 -87%