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UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1901
Wealthcare Capital Management
Virginia
$25K +$23.8K +147 New
HR
1902
Howe & Rusling
New York
$24K – – –
BAMG
1903
Brand Asset Management Group
Missouri
$24K +$23K +142 New
KFS
1904
Kelly Financial Services
Massachusetts
$23.1K +$162 +1 +0.7%
JMF
1905
Johnson Midwest Financial
Iowa
$23K +$162 +1 +0.7%
BWL
1906
Bogart Wealth LLC
Virginia
$23K +$3.4K +21 +19%
EWA
1907
Evolution Wealth Advisors
Florida
$23K +$6.63K +41 +45%
TCWA
1908
Ten Capital Wealth Advisors
Washington
$21K – – –
ETI
1909
Enterprise Trust & Investment
California
$20K – – –
SJIM
1910
St. Johns Investment Management
Florida
$20K +$19.1K +118 New
VBCG
1911
Valley Brook Capital Group
Pennsylvania
$20K +$19.4K +120 New
RA
1912
Resolute Advisors
California
$20K +$31.2K +193 New
PCFFS
1913
Pacific Center for Financial Services
California
$19K +$162 +1 +0.9%
FI
1914
FormulaFolio Investments
Michigan
$18K -$2.53M -15,638 -99%
CWA
1915
Carolina Wealth Advisors
South Carolina
$18K – – –
RCC
1916
Red Cedar Capital
Nebraska
$18K – – –
MFT
1917
Moisand Fitzgerald Tamayo
Florida
$18K +$8.25K +51 +91%
AWM
1918
AllSquare Wealth Management
New York
$17K – – –
GSAM
1919
Grant Street Asset Management
Pennsylvania
$17K – – –
JWM
1920
Janiczek Wealth Management
Colorado
$16K -$11.5K -71 -43%
JIR
1921
James Investment Research
Ohio
$14K – – –
SPWG
1922
Sage Private Wealth Group
Illinois
$14K – – –
HF
1923
Halpern Financial
Virginia
$13.9K +$13.3K +82 New
MWA
1924
Moser Wealth Advisors
Washington
$13K – – –
TIM
1925
Tortoise Investment Management
New York
$13K – – –
75 76
77
78 79