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UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1126
Mission Wealth Management
California
$1.37M +$87.7K +494 +7%
LWM
1127
Laidlaw Wealth Management
New York
$1.37M +$325K +1,833 +31%
RCM
1128
Raleigh Capital Management
North Carolina
$1.36M -$99.4K -560 -7%
CCA
1129
Checchi Capital Advisers
California
$1.36M +$56.6K +319 +4%
KFGK
1130
Keystone Financial Group (Kentucky)
Kentucky
$1.36M +$1.35M +7,594 New
CFG
1131
Cooper Financial Group
California
$1.36M +$279K +1,572 +26%
HCP
1132
Hexagon Capital Partners
Arkansas
$1.36M -$18.3K -103 -1%
HI
1133
Harrington Investments
California
$1.36M – – –
NFG
1134
Nations Financial Group
Iowa
$1.35M -$39.9K -225 -3%
BC
1135
Brookfield Corp
Ontario, Canada
$1.35M +$749K +4,216 +128%
LAM
1136
Lakewood Asset Management
Illinois
$1.34M +$4.79K +27 +0.4%
MWM
1137
Maltin Wealth Management
New Jersey
$1.34M +$678K +3,819 +104%
CC
1138
Centiva Capital
New York
$1.34M +$1.33M +7,473 New
THWM
1139
Taylor Hoffman Wealth Management
Virginia
$1.34M +$13.3K +75 +1%
AOWM
1140
Alpha Omega Wealth Management
Virginia
$1.34M -$21.8K -123 -2%
DBRC
1141
D.B. Root & Company
Pennsylvania
$1.34M +$46K +259 +4%
PPP
1142
Private Portfolio Partners
New Jersey
$1.33M +$2.49K +14 +0.2%
SFG
1143
SevenBridge Financial Group
Pennsylvania
$1.33M -$27K -152 -2%
ABLA
1144
Alan B. Lancz & Associates
Ohio
$1.33M – – –
EIA
1145
Eldridge Investment Advisors
New Hampshire
$1.33M +$888 +5 +0.1%
JFGIW
1146
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.33M +$258K +1,455 +24%
NL
1147
NWAM LLC
Washington
$1.32M +$436K +2,458 +50%
AA
1148
Argent Advisors
Louisiana
$1.32M +$33.7K +190 +3%
VWA
1149
V Wealth Advisors
Kansas
$1.32M +$17.6K +99 +1%
PI
1150
PFG Investments
New York
$1.32M +$18.1K +102 +1%
44 45
46
47 48