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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1726
Center for Financial Planning
Michigan
$212K -$54.3K -506 -19%
PP
1727
PFS Partners
New Jersey
$211K +$107 +1 +0%
CCM
1728
CFO Capital Management
Connecticut
$210K +$6.11K +57 +3%
HNWAG
1729
High Net Worth Advisory Group
Florida
$210K – – –
SCI
1730
Silver Coast Investments
United States
$210K – – –
GP
1731
Guardian Partners
Canada
$210K -$2.47K -23 -1%
TFA
1732
Teamwork Financial Advisors
Texas
$209K -$1.74M -16,228 -88%
CAC
1733
Certified Advisory Corp
Florida
$208K +$2.15K +20 +1%
EIP
1734
Ellis Investment Partners
Pennsylvania
$208K -$48.3K -450 -18%
WCP
1735
Wick Capital Partners
Pennsylvania
$206K -$2.68K -25 -1%
TIA
1736
Traphagen Investment Advisors
New Jersey
$206K +$224K +2,090 New
TWM
1737
TRB Wealth Management
Texas
$205K +$223K +2,081 New
IIM
1738
Ipswich Investment Management
Massachusetts
$204K – – –
CWRP
1739
Cassady Wealth & Retirement Planning
Nevada
$204K +$201K +1,873 New
FVWA
1740
Foster Victor Wealth Advisors
South Carolina
$203K +$10.1K +94 +5%
OFS
1741
OneAscent Financial Services
Alabama
$203K +$221K +2,064 New
BW
1742
Basepoint Wealth
Iowa
$203K +$5.68K +53 +3%
LW
1743
Lauer Wealth
Indiana
$203K -$97.8K -912 -31%
AFWM
1744
Arta Finance Wealth Management
California
$202K +$220K +2,051 New
CPC
1745
Congress Park Capital
New York
$202K – – –
FHC
1746
First Heartland Consultants
Missouri
$201K -$22.4K -209 -9%
BTC
1747
Bank & Trust Company
Illinois
$200K – – –
SRPTWM
1748
Split Rock Private Trading & Wealth Management
Minnesota
$200K -$4.5K -42 -2%
OL
1749
OneFund LLC
Florida
$199K -$9.12K -85 -4%
AC
1750
AlphaCore Capital
California
$199K -$64.1K -598 -23%
68 69
70
71 72