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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
1801
Mine & Arao Wealth Creation & Management
California
$79K +$169 +1 +0.2%
CDIA
1802
Capital Directions Investment Advisors
Georgia
$78K +$21.1K +125 +37%
SB
1803
Strategic Blueprint
Georgia
$75K -$94.2K -558 -56%
GAM
1804
Gemmer Asset Management
California
$74K – – –
RIM
1805
Rockbridge Investment Management
New York
$72K – – –
LWA
1806
Lenox Wealth Advisors
New York
$70K +$169 +1 +0.2%
FCM
1807
Firestone Capital Management
Florida
$70K +$2.53K +15 +4%
TCM
1808
TD Capital Management
Tennessee
$69K +$506 +3 +0.7%
NFSG
1809
Newbridge Financial Services Group
Florida
$68K -$23.1K -137 -25%
EI
1810
Ellevest Inc
New York
$68K +$23.1K +137 +52%
FA
1811
Financial Advantage
Maryland
$67K – – –
FPFS
1812
First Personal Financial Services
North Carolina
$67K – – –
FFG
1813
Fortem Financial Group
California
$67K +$67.5K +400 New
MAM
1814
Marquette Asset Management
Minnesota
$66K – – –
BFG
1815
Baron Financial Group
New Jersey
$65.7K – – –
MIM
1816
Macroview Investment Management
Maryland
$65K – – –
CWC
1817
Carolinas Wealth Consulting
North Carolina
$65K +$36.3K +215 +126%
WPA
1818
West Paces Advisors
Georgia
$64.8K – – –
GLLW
1819
Graves Light Lenhart Wealth
Virginia
$63K +$63.5K +376 New
FFC
1820
First Financial Corp
Indiana
$61K -$5.91K -35 -9%
HIM
1821
Hillsdale Investment Management
Ontario, Canada
$61K – – –
RFA
1822
Reilly Financial Advisors
California
$61K – – –
HFS
1823
HBC Financial Services
Washington
$61K +$8.61K +51 +15%
CAL
1824
Capital Advisors Ltd
Ohio
$60K – – –
APWA
1825
Atlas Private Wealth Advisors
New Jersey
$60K +$10.8K +64 +22%
71 72
73
74 75