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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1526
FSA Wealth Management
Massachusetts
$39K +$39.7K +335 New
SIM
1527
Sonora Investment Management
Arizona
$37K -$18.1K -153 -32%
HIM
1528
Hillsdale Investment Management
Ontario, Canada
$37K +$37.9K +320 New
SCA
1529
Stonebridge Capital Advisors
Minnesota
$35K -$82.9K -700 -70%
RFA
1530
Reilly Financial Advisors
California
$35K – – –
CCMIC
1531
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$35K +$35.5K +300 New
TCWM
1532
Total Clarity Wealth Management
Illinois
$35K +$35.5K +300 New
PMFA
1533
Plante Moran Financial Advisors
Michigan
$33K -$4.03K -34 -11%
LWA
1534
Lenox Wealth Advisors
New York
$32K +$237 +2 +0.7%
FRA
1535
Front Row Advisors
California
$31K -$237 -2 -0.7%
PGAM
1536
Princeton Global Asset Management
New Jersey
$31K +$31.1K +263 New
BEI
1537
Benjamin Edwards Inc
Missouri
$30K +$5.92K +50 +24%
SC
1538
Solstein Capital
California
$30K +$30.4K +257 New
FP
1539
Financial Perspectives
Minnesota
$29.6K +$29.9K +253 New
MCM
1540
MV Capital Management
Maryland
$29K -$5.33K -45 -15%
SIC
1541
Salem Investment Counselors
North Carolina
$29K +$9K +76 +43%
SBL
1542
Sargent Bickham Lagudis
Colorado
$29K +$10.4K +88 +54%
EI
1543
Ellevest Inc
New York
$28K -$3.31K -28 -11%
IAS
1544
IMA Advisory Services
Colorado
$28K +$12K +101 +71%
IA
1545
IndexIQ Advisors
New York
$28K +$28.5K +241 New
CH
1546
Canton Hathaway
Rhode Island
$26K – – –
CHAM
1547
Clear Harbor Asset Management
Connecticut
$25.2K +$25.5K +215 New
SL
1548
Savior LLC
Massachusetts
$25K +$25.6K +216 New
HFS
1549
HBC Financial Services
Washington
$24K +$24.1K +204 New
JWBC
1550
John W. Bristol & Co
New York
$23K – – –