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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
1951
Walled Lake Planning & Wealth Management
Illinois
$35K – – –
PWP
1952
Personal Wealth Partners
Minnesota
$35K +$33.6K +168 New
KLWA
1953
Kelly Lawrence W & Associates
California
$34K +$33K +165 New
CP
1954
Corbenic Partners
Pennsylvania
$33K +$31.4K +157 New
CFN
1955
Cordasco Financial Network
Florida
$32K – – –
IAS
1956
IMA Advisory Services
Colorado
$32K – – –
AA
1957
AlphaMark Advisors
Kentucky
$31K – – –
MA
1958
MCF Advisors
Kentucky
$31K – – –
HI
1959
Hoey Investments
Pennsylvania
$30K +$20K +100 +222%
KFS
1960
Kelly Financial Services
Massachusetts
$28.3K – – –
BWL
1961
Bogart Wealth LLC
Virginia
$28K – – –
JMF
1962
Johnson Midwest Financial
Iowa
$28K +$200 +1 +0.7%
TCWA
1963
Ten Capital Wealth Advisors
Washington
$27K – – –
SJIM
1964
St. Johns Investment Management
Florida
$26K +$1.8K +9 +8%
HFA
1965
Hoover Financial Advisors
Pennsylvania
$24K -$2.8K -14 -11%
ETI
1966
Enterprise Trust & Investment
California
$24K – – –
PCFFS
1967
Pacific Center for Financial Services
California
$24K – – –
CWA
1968
Carolina Wealth Advisors
South Carolina
$22K – – –
JWM
1969
Janiczek Wealth Management
Colorado
$22K +$2.2K +11 +12%
AWM
1970
AllSquare Wealth Management
New York
$21K – – –
BMD
1971
Better Money Decisions
New Mexico
$21K +$10.2K +51 +102%
MAM
1972
Marquette Asset Management
Minnesota
$19K -$60K -300 -77%
EWA
1973
Evolution Wealth Advisors
Florida
$19K -$8.2K -41 -31%
FI
1974
FormulaFolio Investments
Michigan
$18K – – –
HF
1975
Halpern Financial
Virginia
$17.1K – – –
77 78
79
80 81