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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1601
Capital Wealth Alliance
Arizona
$5K +$5.21K +44 New
SQA
1602
Simon Quick Advisors
New Jersey
$5K +$5.21K +44 New
CFD
1603
Creative Financial Designs
Indiana
$4K -$1.06K -9 -23%
LPWM
1604
Lake Point Wealth Management
Texas
$4K +$3.55K +30 New
LGWM
1605
Litman Gregory Wealth Management
California
$4K +$4.14K +35 New
LFA
1606
Lighthouse Financial Advisors
Maryland
$4K +$4.5K +38 New
LWM
1607
Lenox Wealth Management
Ohio
$3K
LWA
1608
Lowe Wealth Advisors
Maryland
$3K
PC
1609
Permanens Capital
New York
$3K
TIM
1610
Tortoise Investment Management
New York
$3K
RG
1611
Retirement Group
California
$3K +$2.6K +22 New
APWM
1612
Atlas Private Wealth Management
New York
$3K +$2.96K +25 New
HWM
1613
HighMark Wealth Management
Minnesota
$3K +$3.67K +31 New
BWA
1614
BDO Wealth Advisors
Florida
$2K
GC
1615
Globeflex Capital
California
$2K
NL
1616
NVWM LLC
Pennsylvania
$2K
FCH
1617
Freestone Capital Holdings
Washington
$1.45K +$158K +1,334 +12%
AC
1618
Asio Capital
Kentucky
$1.35K +$1.36M +11,530 New
LS
1619
Leelyn Smith
Illinois
$1.05K +$1.07M +9,013 New
BRC
1620
Bell Rock Capital
Delaware
$1K
Fidelity International
1621
Fidelity International
Bermuda
$1K
RTC
1622
Riverview Trust Company
Washington
$1K
CWAF
1623
Core Wealth Advisors (Florida)
Florida
$1K +$592 +5 New
KFS
1624
Kelly Financial Services
Massachusetts
$797
PGAM
1625
Princeton Global Asset Management
New Jersey
$31 +$31.1K +263 New