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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1901
Evolution Wealth Advisors
Florida
$15K – – –
HS
1902
Horan Securities
United States
$15K +$5.06K +30 +50%
HMS
1903
Hanseatic Management Services
New Mexico
$15K +$14.7K +87 New
JIR
1904
James Investment Research
Ohio
$14K – – –
TIM
1905
Tortoise Investment Management
New York
$13K +$8.44K +50 +192%
MWA
1906
Moser Wealth Advisors
Washington
$13K +$13.3K +79 New
SPWG
1907
Sage Private Wealth Group
Illinois
$13K +$13.5K +80 New
SL
1908
Savior LLC
Massachusetts
$12K – – –
BWA
1909
BDO Wealth Advisors
Florida
$11K +$5.23K +31 +86%
PMFA
1910
Plante Moran Financial Advisors
Michigan
$10K -$51.8K -307 -84%
CAL
1911
Capital Analysts LLC
Pennsylvania
$10K -$19.2K -114 -66%
AJ
1912
Ashburton (Jersey)
Jersey
$10K – – –
DI
1913
Disciplined Investments
Oklahoma
$10K – – –
SA
1914
SRH Advisors
Kansas
$10K – – –
CA
1915
Centerpoint Advisors
Massachusetts
$10K +$10.1K +60 New
CMA
1916
Cedar Mountain Advisors
Oregon
$9K – – –
MFT
1917
Moisand Fitzgerald Tamayo
Florida
$9K – – –
ADIM
1918
Alpha DNA Investment Management
Maryland
$9K +$9.28K +55 New
EWM
1919
Endurance Wealth Management
Rhode Island
$8K – – –
FEG
1920
Financial Enhancement Group
Indiana
$8K +$7.59K +45 New
HI
1921
Hoey Investments
Pennsylvania
$8K +$7.59K +45 New
RDFA
1922
Ritter Daniher Financial Advisory
Ohio
$8K +$8.44K +50 New
HWM
1923
HighMark Wealth Management
Minnesota
$7K +$1.18K +7 +21%
WAS
1924
Winch Advisory Services
Wisconsin
$7K +$3.54K +21 +105%
TI
1925
tru Independence
Oregon
$6.86K -$268K -1,589 -4%
75 76
77
78 79