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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
1376
Polaris Wealth Advisory Group
California
$16K +$17.3K +150 New
PW
1377
Price Wealth
Texas
$15K -$16.5K -143 -50%
OFW
1378
Omnia Family Wealth
Florida
$14K -$29.5K -255 -65%
WCAMG
1379
Woodard & Company Asset Management Group
North Carolina
$14K – – –
EWM
1380
Endurance Wealth Management
Rhode Island
$13K – – –
TSW
1381
Thompson Siegel & Walmsley
Virginia
$13K – – –
AP
1382
Advisors Preferred
Maryland
$13K +$13.9K +120 New
BL
1383
Balentine LLC
Georgia
$12K -$648K -5,603 -98%
CJA
1384
C-J Advisory
California
$12K – – –
PCFFS
1385
Pacific Center for Financial Services
California
$12K +$6.01K +52 +81%
MA
1386
MCF Advisors
Kentucky
$11K -$155K -1,345 -93%
RCC
1387
Red Cedar Capital
Nebraska
$11K – – –
WDL
1388
Well Done LLC
Michigan
$11K +$11.7K +101 New
CS
1389
Credential Securities
$10.5K +$11.6K +100 New
PWM
1390
Perigon Wealth Management
California
$10K -$5.43K -47 -34%
AWM
1391
AllSquare Wealth Management
New York
$10K -$1.62K -14 -12%
DOA
1392
D'Orazio & Associates
Virginia
$10K – – –
RAM
1393
Riggs Asset Management
Pennsylvania
$9K – – –
HFP
1394
Holistic Financial Partners
Indiana
$8K – – –
LYV
1395
Live Your Vision
Pennsylvania
$8K +$116 +1 +1%
POIA
1396
Pin Oak Investment Advisors
Texas
$8K +$1.97K +17 +27%
SFM
1397
Signet Financial Management
New Jersey
$8K +$8.67K +75 New
AIM
1398
Advantage Investment Management
Iowa
$7K -$6.24K -54 -43%
HFM
1399
Hartford Financial Management
Connecticut
$7K – – –
RIA
1400
RPG Investment Advisory
California
$7K – – –