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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1926
Tortoise Investment Management
New York
$13K – – –
SL
1927
Savior LLC
Massachusetts
$12K – – –
EWM
1928
Elmwood Wealth Management
California
$12K +$11K +68 New
AJ
1929
Ashburton (Jersey)
Jersey
$11K – – –
CA
1930
Centerpoint Advisors
Massachusetts
$10K – – –
SA
1931
SRH Advisors
Kansas
$10K – – –
DI
1932
Disciplined Investments
Oklahoma
$10K +$162 +1 +2%
CMA
1933
Cedar Mountain Advisors
Oregon
$9K – – –
BMD
1934
Better Money Decisions
New Mexico
$9K +$8.09K +50 New
UFF
1935
USA Financial Formulas
Michigan
$8K -$1.34M -8,303 -99%
EWM
1936
Endurance Wealth Management
Rhode Island
$8K – – –
HI
1937
Hoey Investments
Pennsylvania
$8K – – –
RDFA
1938
Ritter Daniher Financial Advisory
Ohio
$8K – – –
HC
1939
Hoese & Co
Minnesota
$8K +$7.76K +48 New
Q
1940
QVR
California
$8K +$7.93K +49 New
AS
1941
Altshuler Shaham
Israel
$7K -$451K -2,787 -99%
HWM
1942
HighMark Wealth Management
Minnesota
$7K – – –
WAS
1943
Winch Advisory Services
Wisconsin
$7K – – –
JWA
1944
JFS Wealth Advisors
Pennsylvania
$6K – – –
CIA
1945
CSat Investment Advisory
Michigan
$6K +$1.29K +8 +32%
FEG
1946
Financial Enhancement Group
Indiana
$5K -$2.43K -15 -33%
CWAF
1947
Core Wealth Advisors (Florida)
Florida
$5K – – –
EAM
1948
Eukles Asset Management
Ohio
$5K +$4.85K +30 New
FPW
1949
Flagship Private Wealth
Massachusetts
$4.3K +$4.04K +25 New
ADIM
1950
Alpha DNA Investment Management
Maryland
$4K -$4.85K -30 -55%