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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1926
BerganKDV Wealth Management
Minnesota
$57K – – –
PA
1927
Perennial Advisors
New York
$57K – – –
PSB
1928
Piscataqua Savings Bank
New Hampshire
$56K – – –
UFF
1929
USA Financial Formulas
Michigan
$56K +$44.2K +221 +442%
MWC
1930
MBM Wealth Consultants
Missouri
$55K -$9.4K -47 -15%
MRCM
1931
M&R Capital Management
New Jersey
$55K – – –
VRM
1932
Vectors Research Management
New York
$53K -$21K -105 -29%
BWA
1933
BDO Wealth Advisors
Florida
$50K +$17.4K +87 +56%
MMG
1934
Monetary Management Group
Missouri
$48K -$10K -50 -18%
WOC
1935
West Oak Capital
California
$47K – – –
AFS
1936
Annapolis Financial Services
Maryland
$46K -$5.4K -27 -11%
HFA
1937
HC Financial Advisors
California
$45K – – –
ARMC
1938
American Research & Management Company
Massachusetts
$44K – – –
MAM
1939
McCarthy Asset Management
California
$44K – – –
DOA
1940
D'Orazio & Associates
Virginia
$43K – – –
RF
1941
Robbins Farley
New Hampshire
$42K – – –
RIM
1942
Rockbridge Investment Management
New York
$42K – – –
WFA
1943
West Financial Advisors
Iowa
$42K – – –
RA
1944
Resolute Advisors
California
$40K – – –
AIM
1945
Arcadia Investment Management
Michigan
$39K +$7.6K +38 +25%
FI
1946
Financial Insights
Washington
$38.1K +$36.6K +183 New
DSC
1947
Duncker Streett & Co
Missouri
$38K – – –
FRA
1948
Front Row Advisors
California
$37K +$400 +2 +1%
RIA
1949
RPG Investment Advisory
California
$36K – – –
AWMS
1950
Advocacy Wealth Management Services
Georgia
$36K +$34.6K +173 New
76 77
78
79 80