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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1901
LOM Asset Management
$37.9K – – –
GK
1902
Graney & King
New York
$36.9K – – –
AWM
1903
Abound Wealth Management
Tennessee
$36.6K -$5.68K -53 -12%
LC
1904
Lavaca Capital
Texas
$36.4K +$429 +4 +1%
DIP
1905
DT Investment Partners
Pennsylvania
$35.1K – – –
RFG
1906
REAP Financial Group
Texas
$35K -$14.5K -135 -27%
EWM
1907
Evermay Wealth Management
Virginia
$34.9K – – –
RWM
1908
Rialto Wealth Management
New York
$34.5K +$34.4K +321 +1,070%
FNWA
1909
Financial Network Wealth Advisors
Utah
$34.5K +$5.36K +50 +17%
ADL
1910
Asset Dedication LLC
California
$34.2K -$37.9K -353 -50%
CAM
1911
Chesapeake Asset Management
New York
$33.9K – – –
EPIM
1912
Evelyn Partners Investment Management
$33.2K – – –
ITIM
1913
Indiana Trust & Investment Management
Indiana
$33K -$4.83K -45 -12%
PP
1914
Pingora Partners
Wyoming
$33K – – –
KCM
1915
Key Capital Management
Tennessee
$32.2K -$136K -1,271 -80%
T
1916
Tidemark
California
$31.9K +$1.07K +10 +3%
LWMI
1917
Legacy Wealth Management (Idaho)
Idaho
$30.4K +$10.8K +101 +49%
PP
1918
Pacifica Partners
Canada
$30.2K – – –
VR
1919
Vision Retirement
New Jersey
$30.2K -$15.4K -144 -32%
FP
1920
Financial Perspectives
Minnesota
$30K +$5.36K +50 +20%
OAJ
1921
Ogorek Anthony Joseph
New York
$30K – – –
S
1922
Sachetta
Massachusetts
$29.9K +$3.54K +33 +12%
ETS
1923
ESL Trust Services
New York
$29.5K – – –
KAS
1924
Kemnay Advisory Services
New York
$29.5K +$536 +5 +2%
AFG
1925
Albion Financial Group
Utah
$29.5K +$12.9K +120 +67%
75 76
77
78 79