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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
EPIM
1926
Evelyn Partners Investment Management
$34K – – –
FIA
1927
FNY Investment Advisers
New York
$34K +$34K +346 New
RWM
1928
RMG Wealth Management
Wisconsin
$34K +$33.8K +344 New
PP
1929
Pingora Partners
Wyoming
$33.8K – – –
WAS
1930
Winch Advisory Services
Wisconsin
$33.5K +$492 +5 +2%
JGCM
1931
Joseph Group Capital Management
Ohio
$33.3K – – –
WA
1932
WPG Advisers
Maryland
$33.2K -$1.18K -12 -4%
MEG
1933
Millstone Evans Group
Colorado
$32.8K +$1.28K +13 +4%
GK
1934
Graney & King
New York
$32.7K – – –
T
1935
Tidemark
California
$30.8K +$492 +5 +2%
ETS
1936
ESL Trust Services
New York
$30.3K – – –
PPA
1937
Painted Porch Advisors
California
$29.4K +$6.89K +70 +32%
TPWA
1938
Twin Peaks Wealth Advisors
California
$29.2K +$32.9K +334 New
VWWMG
1939
Vermillion & White Wealth Management Group
Pennsylvania
$29.1K -$1M -10,197 -97%
FWM
1940
FSA Wealth Management
Massachusetts
$28.8K +$2.26K +23 +9%
HFS
1941
Hopwood Financial Services
Virginia
$28.5K +$98 +1 +0.4%
HWM
1942
Hemington Wealth Management
Virginia
$28K +$98 +1 +0.4%
TFGT
1943
TS Financial Group (TSFG)
Illinois
$28K +$98 +1 +0.4%
MBFW
1944
Morton Brown Family Wealth
Pennsylvania
$27.9K – – –
IA
1945
IFS Advisors
Kansas
$27.7K – – –
MCM
1946
MV Capital Management
Maryland
$27.3K -$27.3K -277 -51%
FCMT
1947
Founders Capital Management (Texas)
Texas
$27.3K – – –
DF
1948
Dunhill Financial
United Kingdom
$27.2K -$24.5K -249 -48%
RWM
1949
Raffa Wealth Management
District of Columbia
$26.9K -$2.36K -24 -8%
SO
1950
Sierra Ocean
California
$26.8K +$15.2K +154 +139%
76 77
78
79 80