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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1476
Beacon Financial Group
Texas
$7.81K -$262K -2,470 -3%
CF
1477
Centaurus Financial
California
$7.59K +$26.7K +252 +42%
LPWM
1478
Lake Point Wealth Management
Texas
$7K -$435K -4,104 -98%
1NWS
1479
1 North Wealth Services
Maryland
$7K -$424 -4 -6%
SA
1480
SRH Advisors
Kansas
$7K – – –
ARMC
1481
American Research & Management Company
Massachusetts
$4K – – –
EWM
1482
Elmwood Wealth Management
California
$4K – – –
MFT
1483
Moisand Fitzgerald Tamayo
Florida
$4K – – –
JGIA
1484
Jackson Grant Investment Advisers
Connecticut
$4K +$3.92K +37 New
OWA
1485
One Wealth Advisors
California
$4K +$4.14K +39 New
CT
1486
Chicago Trust
Illinois
$3.6K -$33.4K -315 -1%
WF
1487
WealthTrust Fairport
Ohio
$3K -$10.6K -100 -81%
TIM
1488
Tortoise Investment Management
New York
$3K – – –
MAM
1489
Meeder Asset Management
Ohio
$3K +$2.65K +25 New
WAS
1490
Winch Advisory Services
Wisconsin
$3K +$2.65K +25 New
PC
1491
Permanens Capital
New York
$3K +$3.08K +29 New
CFD
1492
Creative Financial Designs
Indiana
$3K +$3.18K +30 New
BWA
1493
BDO Wealth Advisors
Florida
$2K – – –
LWA
1494
Lowe Wealth Advisors
Maryland
$2K – – –
NL
1495
NVWM LLC
Pennsylvania
$2K – – –
MWC
1496
MKD Wealth Coaches
Michigan
$2K +$1.59K +15 New
TA
1497
TCG Advisors
Texas
$2K +$1.91K +18 New
SL
1498
Salomon & Ludwin
Virginia
$2K +$2.12K +20 New
ACA
1499
Anchor Capital Advisors
Massachusetts
$1.82K -$6.42M -60,520 -79%
ACM
1500
Aviance Capital Management
Florida
$1K -$664K -6,262 -100%
58 59
60
61 62