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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
1451
Mark Sheptoff Financial Planning
Connecticut
$14K – – –
WCM
1452
WealthBridge Capital Management
Ohio
$13K -$36.7K -346 -73%
CJA
1453
C-J Advisory
California
$13K – – –
PCFFS
1454
Pacific Center for Financial Services
California
$13K – – –
BCM
1455
Blume Capital Management
California
$13K +$12.7K +120 New
NWA
1456
New World Advisors
Massachusetts
$13K +$12.7K +120 New
SCM
1457
Shelton Capital Management
Colorado
$12.3K -$1.08M -10,211 -88%
PWM
1458
PRW Wealth Management
Massachusetts
$12K -$212 -2 -2%
MA
1459
MCF Advisors
Kentucky
$12K – – –
RCC
1460
Red Cedar Capital
Nebraska
$12K – – –
HGWM
1461
Harvest Group Wealth Management
Massachusetts
$12K +$11.5K +108 New
JIP
1462
JBJ Investment Partners
South Carolina
$12K +$11.7K +110 New
PWMG
1463
Prestige Wealth Management Group
New Jersey
$11K -$4.45K -42 -30%
DOA
1464
D'Orazio & Associates
Virginia
$11K – – –
LC
1465
Lavaca Capital
Texas
$11K – – –
BAMG
1466
Brand Asset Management Group
Missouri
$11K +$9.97K +94 New
FMB
1467
Field & Main Bank
Kentucky
$11K +$10.6K +100 New
SFPIA
1468
Stevens First Principles Investment Advisors
California
$11K +$10.6K +100 New
RAM
1469
Riggs Asset Management
Pennsylvania
$9K – – –
JIR
1470
James Investment Research
Ohio
$9K +$8.59K +81 New
FPS
1471
Fieldpoint Private Securities
Connecticut
$8K – – –
LFG
1472
LifePlan Financial Group
Ohio
$8K – – –
LYV
1473
Live Your Vision
Pennsylvania
$8K – – –
TSW
1474
Thompson Siegel & Walmsley
Virginia
$8K – – –
PCA
1475
Providence Capital Advisors
North Carolina
$8K +$7.64K +72 New
57 58
59
60 61