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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
PA
1601
PSI Advisors
Florida
$7K +$8.05K +68 New
PWP
1602
Personal Wealth Partners
Minnesota
$6K – – –
CWA
1603
Carolina Wealth Advisors
South Carolina
$6K +$5.92K +50 New
CMA
1604
Cedar Mountain Advisors
Oregon
$6K +$6.04K +51 New
CWA
1605
Capital Wealth Alliance
Arizona
$5K +$5.21K +44 New
SQA
1606
Simon Quick Advisors
New Jersey
$5K +$5.21K +44 New
CFD
1607
Creative Financial Designs
Indiana
$4K -$1.06K -9 -23%
LPWM
1608
Lake Point Wealth Management
Texas
$4K +$3.55K +30 New
LGWM
1609
Litman Gregory Wealth Management
California
$4K +$4.14K +35 New
LFA
1610
Lighthouse Financial Advisors
Maryland
$4K +$4.5K +38 New
LWM
1611
Lenox Wealth Management
Ohio
$3K – – –
LWA
1612
Lowe Wealth Advisors
Maryland
$3K – – –
PC
1613
Permanens Capital
New York
$3K – – –
TIM
1614
Tortoise Investment Management
New York
$3K – – –
RG
1615
Retirement Group
California
$3K +$2.6K +22 New
APWM
1616
Atlas Private Wealth Management
New York
$3K +$2.96K +25 New
HWM
1617
HighMark Wealth Management
Minnesota
$3K +$3.67K +31 New
BWA
1618
BDO Wealth Advisors
Florida
$2K – – –
GC
1619
Globeflex Capital
California
$2K – – –
NL
1620
NVWM LLC
Pennsylvania
$2K – – –
BRC
1621
Bell Rock Capital
Delaware
$1K – – –
Fidelity International
1622
Fidelity International
Bermuda
$1K – – –
RTC
1623
Riverview Trust Company
Washington
$1K – – –
CWAF
1624
Core Wealth Advisors (Florida)
Florida
$1K +$592 +5 New
KFS
1625
Kelly Financial Services
Massachusetts
$797 – – –