We are live on ! Find out more
UPS icon

United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
OHWA
1951
Oak Hill Wealth Advisors
Virginia
$216K +$8.46K +49 +4%
PWP
1952
Perfromance Wealth Partners
Illinois
$215K – – –
SWM
1953
Sugarloaf Wealth Management
Georgia
$215K -$14K -81 -6%
EFL
1954
ERn Financial LLC
Wisconsin
$214K -$30K -174 -11%
QPWM
1955
Quadrant Private Wealth Management
Pennsylvania
$213K -$32.1K -186 -12%
LAS
1956
LWM Advisory Services
Florida
$213K – – –
WE
1957
Wealth Effects
Massachusetts
$212K +$5.18K +30 +2%
CCP
1958
Carmel Capital Partners
California
$211K -$1.03M -5,950 -81%
ROTUOC
1959
Regents of the University of California
California
$210K – – –
SRC
1960
Shufro Rose & Co
New York
$210K – – –
AAP
1961
Arax Advisory Partners
Colorado
$210K -$3.97K -23 -2%
CCFM
1962
Clear Creek Financial Management
Washington
$210K +$3.45K +20 +2%
AA
1963
Auxano Advisors
Washington
$210K -$2.93K -17 -1%
MA
1964
Mezzasalma Advisors
New Jersey
$210K -$11.7K -68 -5%
WCM
1965
Wedge Capital Management
North Carolina
$209K +$1.21K +7 +0.5%
FA
1966
Fermata Advisors
California
$209K +$231K +1,338 New
OPCM
1967
Osborne Partners Capital Management
California
$209K -$30.2K -175 -12%
TIA
1968
Tandem Investment Advisors
South Carolina
$208K +$230K +1,333 New
CFA
1969
CWS Financial Advisors
Michigan
$207K -$17.3K -100 -7%
HWA
1970
HCR Wealth Advisors
California
$207K +$229K +1,328 New
GFP
1971
Gryphon Financial Partners
Ohio
$207K +$13.5K +78 +6%
HI
1972
Hudock Inc
Pennsylvania
$207K +$1.04K +6 +0.5%
RFMS
1973
RWQ Financial Management Services
Florida
$207K -$526K -3,050 -70%
NC
1974
NBW Capital
Massachusetts
$206K +$863 +5 +0.4%
AA
1975
Advisory Alpha
Michigan
$206K +$23.1K +134 +11%
77 78
79
80 81