We are live on ! Find out more
UPS icon

United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
2051
Boyd Watterson Asset Management
Ohio
$5.02K – – –
CWA
2052
Carolina Wealth Advisors
South Carolina
$4.92K – – –
CB
2053
Centennial Bank
Arkansas
$4.92K – – –
CFS
2054
CGC Financial Services
Oregon
$4.92K – – –
CFP
2055
Comprehensive Financial Planning
Pennsylvania
$4.92K – – –
WA
2056
Walsh & Associates
Florida
$4.92K – – –
KFA
2057
Kelleher Financial Advisors
New York
$4.84K – – –
PWA
2058
Principia Wealth Advisory
Texas
$4.82K +$965 +9 +23%
PIS
2059
POM Investment Strategies
North Carolina
$4.72K +$5.15K +48 New
FMP
2060
Financial Management Professionals
Texas
$4.53K -$643 -6 -12%
VWM
2061
Vermillion Wealth Management
Minnesota
$4.53K +$4.93K +46 New
TWM
2062
Tripletail Wealth Management
Florida
$4.42K – – –
SHIM
2063
Stone House Investment Management
Pennsylvania
$4.08K +$1.72K +16 +62%
Q1WB
2064
Quest 10 Wealth Builders
Virginia
$3.98K – – –
ECM
2065
Estabrook Capital Management
New York
$3.94K – – –
SWIM
2066
Smallwood Wealth Investment Management
New Jersey
$3.84K – – –
BFS
2067
Bare Financial Services
Pennsylvania
$3.64K +$965 +9 +32%
FRA
2068
Front Row Advisors
California
$3.44K – – –
NOI
2069
Newton One Investments
Delaware
$3.35K +$107 +1 +3%
AAG
2070
Accordant Advisory Group
Maryland
$3.25K -$1.55M -14,472 -100%
ACA
2071
Atlas Capital Advisors
Wyoming
$3.05K – – –
FCG
2072
Financial Connections Group
California
$3K – – –
AP
2073
Aspect Partners
Virginia
$2.95K – – –
TLFA
2074
True Link Financial Advisors
California
$2.95K +$3.22K +30 New
UFPG
2075
United Financial Planning Group
New York
$2.95K +$3.22K +30 New