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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1901
Moser Wealth Advisors
Washington
$13K +$13.3K +79 New
SPWG
1902
Sage Private Wealth Group
Illinois
$13K +$13.5K +80 New
SL
1903
Savior LLC
Massachusetts
$12K – – –
BWA
1904
BDO Wealth Advisors
Florida
$11K +$5.23K +31 +86%
PMFA
1905
Plante Moran Financial Advisors
Michigan
$10K -$51.8K -307 -84%
CAL
1906
Capital Analysts LLC
Pennsylvania
$10K -$19.2K -114 -66%
AJ
1907
Ashburton (Jersey)
Jersey
$10K – – –
DI
1908
Disciplined Investments
Oklahoma
$10K – – –
SA
1909
SRH Advisors
Kansas
$10K – – –
CA
1910
Centerpoint Advisors
Massachusetts
$10K +$10.1K +60 New
CMA
1911
Cedar Mountain Advisors
Oregon
$9K – – –
MFT
1912
Moisand Fitzgerald Tamayo
Florida
$9K – – –
ADIM
1913
Alpha DNA Investment Management
Maryland
$9K +$9.28K +55 New
EWM
1914
Endurance Wealth Management
Rhode Island
$8K – – –
FEG
1915
Financial Enhancement Group
Indiana
$8K +$7.59K +45 New
HI
1916
Hoey Investments
Pennsylvania
$8K +$7.59K +45 New
RDFA
1917
Ritter Daniher Financial Advisory
Ohio
$8K +$8.44K +50 New
HWM
1918
HighMark Wealth Management
Minnesota
$7K +$1.18K +7 +21%
WAS
1919
Winch Advisory Services
Wisconsin
$7K +$3.54K +21 +105%
TI
1920
tru Independence
Oregon
$6.86K -$268K -1,589 -4%
BHWM
1921
Bay Harbor Wealth Management
Maryland
$6K -$140K -828 -96%
JWA
1922
JFS Wealth Advisors
Pennsylvania
$6K +$6.08K +36 New
CWAF
1923
Core Wealth Advisors (Florida)
Florida
$5K – – –
ANBT
1924
American National Bank & Trust
Texas
$5K +$5.06K +30 New
CIA
1925
CSat Investment Advisory
Michigan
$4K -$640K -3,792 -99%
75 76
77
78 79