We are live on ! Find out more
UPS icon

United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
2026
McGlone Suttner Wealth Management
Wisconsin
$169K +$162K +1,072 New
PS
2027
Planned Solutions
California
$168K +$162K +1,070 New
TCG
2028
Transcendent Capital Group
Oklahoma
$167K +$161K +1,062 New
CCM
2029
Chilton Capital Management
Texas
$167K +$84.2K +557 +111%
MSFP
2030
Mark Sheptoff Financial Planning
Connecticut
$165K – – –
USB
2031
Union Savings Bank
Connecticut
$163K – – –
CYG
2032
Clean Yield Group
Vermont
$161K – – –
ADL
2033
Asset Dedication LLC
California
$160K +$1.36K +9 +0.9%
CB
2034
CNB Bank
Pennsylvania
$160K -$23.7K -157 -13%
PCWA
2035
Pacific Capital Wealth Advisors
California
$158K +$152K +1,007 New
CCM
2036
CAAS Capital Management
New York
$157K +$151K +1,000 New
A
2037
AJOVista
Massachusetts
$156K +$150K +990 New
C
2038
Covestor
United Kingdom
$154K +$11.8K +78 +9%
KFI
2039
Key Financial Inc
Pennsylvania
$154K -$50.5K -334 -25%
GG
2040
Greenwood Gearhart
Arkansas
$152K +$146K +965 New
DCM
2041
Davis Capital Management
Florida
$151K +$145K +960 New
USGIU
2042
U.S. Global Investors (USGI)
Texas
$147K +$41.1K +272 +41%
WIM
2043
Westside Investment Management
California
$144K -$4.38K -29 -3%
MG
2044
MilWealth Group
Wisconsin
$144K – – –
RFA
2045
Resurgent Financial Advisors
Georgia
$144K -$30.8K -204 -18%
GFPC
2046
Global Financial Private Client
Florida
$143K -$21K -139 -13%
EDRH
2047
Edmond de Rothschild Holding
Switzerland
$142K – – –
HCM
2048
Highlander Capital Management
New Jersey
$142K – – –
MCM
2049
MV Capital Management
Maryland
$140K +$27.8K +184 +26%
RFG
2050
RFP Financial Group
Georgia
$138K – – –
80 81
82
83 84