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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1876
CVA Family Office
Colorado
$25K +$1.52K +9 +6%
JMF
1877
Johnson Midwest Financial
Iowa
$23K +$22.6K +134 New
HR
1878
Howe & Rusling
New York
$23K +$23.5K +139 New
KFS
1879
Kelly Financial Services
Massachusetts
$22.7K +$21.6K +128 +1,829%
TCWA
1880
Ten Capital Wealth Advisors
Washington
$22K +$21.6K +128 New
RWB
1881
RMR Wealth Builders
New Jersey
$21K +$21.1K +125 New
ICP
1882
Interchange Capital Partners
Pennsylvania
$20K +$20.8K +123 New
PCFFS
1883
Pacific Center for Financial Services
California
$19K -$2.02K -12 -10%
BWL
1884
Bogart Wealth LLC
Virginia
$19K – – –
ETI
1885
Enterprise Trust & Investment
California
$19K – – –
HGWM
1886
Harvest Group Wealth Management
Massachusetts
$19K +$338 +2 +2%
HFA
1887
Hoover Financial Advisors
Pennsylvania
$19K +$19.2K +114 New
DSC
1888
Duncker Streett & Co
Missouri
$18K – – –
RCC
1889
Red Cedar Capital
Nebraska
$18K – – –
CWA
1890
Carolina Wealth Advisors
South Carolina
$18K +$9.79K +58 +116%
DTIM
1891
Danda Trouve Investment Management
Kansas
$17K -$67.5K -400 -80%
AWM
1892
AllSquare Wealth Management
New York
$17K – – –
AW
1893
Avion Wealth
Texas
$17K – – –
GSAM
1894
Grant Street Asset Management
Pennsylvania
$17K +$16.9K +100 New
SM
1895
SG3 Management
Puerto Rico
$17K +$16.9K +100 New
EWA
1896
Evolution Wealth Advisors
Florida
$15K – – –
HS
1897
Horan Securities
United States
$15K +$5.06K +30 +50%
HMS
1898
Hanseatic Management Services
New Mexico
$15K +$14.7K +87 New
JIR
1899
James Investment Research
Ohio
$14K – – –
TIM
1900
Tortoise Investment Management
New York
$13K +$8.44K +50 +192%
74 75
76
77 78