We are live on ! Find out more
UPS icon

United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
2051
Narus Financial Partners
Utah
$202K +$6.75K +38 +3%
JFG
2052
Jefferies Financial Group
New York
$197K -$3.5M -19,686 -95%
HWA
2053
HHM Wealth Advisors
Tennessee
$196K -$2.13K -12 -1%
EDRH
2054
Edmond de Rothschild Holding
Switzerland
$195K – – –
GFPC
2055
Global Financial Private Client
Florida
$193K -$9.23K -52 -5%
MSFP
2056
Mark Sheptoff Financial Planning
Connecticut
$188K -$160K -900 -46%
USB
2057
Union Savings Bank
Connecticut
$185K +$175K +987 New
CYG
2058
Clean Yield Group
Vermont
$183K -$17.8K -100 -9%
PMFA
2059
Plante Moran Financial Advisors
Michigan
$181K – – –
CLOS
2060
Compagnie Lombard Odier SCmA
Switzerland
$181K +$180K +1,011 New
MG
2061
MilWealth Group
Wisconsin
$178K – – –
MCM
2062
MV Capital Management
Maryland
$176K -$11.2K -63 -6%
ADL
2063
Asset Dedication LLC
California
$176K +$6.04K +34 +4%
BCMLT
2064
Beacon Capital Management LLC (Tennessee)
Tennessee
$175K +$10.8K +61 +7%
IFAM
2065
Institutional & Family Asset Management
Colorado
$173K -$14K -79 -8%
SSG
2066
Summit Securities Group
New York
$170K -$86.1K -485 -34%
WIM
2067
Westside Investment Management
California
$170K – – –
SWA
2068
Sutton Wealth Advisors
Florida
$163K -$9.77K -55 -6%
AA
2069
Addison Advisors
Vermont
$162K +$10.3K +58 +7%
TFA
2070
Toth Financial Advisory
Virginia
$161K -$3.37K -19 -2%
MTIC
2071
Missouri Trust & Investment Company
Missouri
$161K +$38.2K +215 +31%
PH
2072
Pinnacle Holdings
Oklahoma
$160K -$2.66K -15 -2%
RFG
2073
RFP Financial Group
Georgia
$157K +$133K +750 +595%
EBA
2074
Eagle Bay Advisors
New York
$155K -$17.4K -98 -10%
CA
2075
Crewe Advisors
Utah
$154K -$48.5K -273 -24%
81 82
83
84 85