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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1951
Personal Wealth Partners
Minnesota
$35K +$33.6K +168 New
KLWA
1952
Kelly Lawrence W & Associates
California
$34K +$33K +165 New
CP
1953
Corbenic Partners
Pennsylvania
$33K +$31.4K +157 New
CFN
1954
Cordasco Financial Network
Florida
$32K – – –
IAS
1955
IMA Advisory Services
Colorado
$32K – – –
AA
1956
AlphaMark Advisors
Kentucky
$31K – – –
MA
1957
MCF Advisors
Kentucky
$31K – – –
HI
1958
Hoey Investments
Pennsylvania
$30K +$20K +100 +222%
BWL
1959
Bogart Wealth LLC
Virginia
$28K – – –
JMF
1960
Johnson Midwest Financial
Iowa
$28K +$200 +1 +0.7%
TCWA
1961
Ten Capital Wealth Advisors
Washington
$27K – – –
SJIM
1962
St. Johns Investment Management
Florida
$26K +$1.8K +9 +8%
HFA
1963
Hoover Financial Advisors
Pennsylvania
$24K -$2.8K -14 -11%
ETI
1964
Enterprise Trust & Investment
California
$24K – – –
PCFFS
1965
Pacific Center for Financial Services
California
$24K – – –
CWA
1966
Carolina Wealth Advisors
South Carolina
$22K – – –
JWM
1967
Janiczek Wealth Management
Colorado
$22K +$2.2K +11 +12%
AWM
1968
AllSquare Wealth Management
New York
$21K – – –
BMD
1969
Better Money Decisions
New Mexico
$21K +$10.2K +51 +102%
MAM
1970
Marquette Asset Management
Minnesota
$19K -$60K -300 -77%
EWA
1971
Evolution Wealth Advisors
Florida
$19K -$8.2K -41 -31%
MGIM
1972
M&G Investment Management
United Kingdom
$18.8K +$17.6M +87,971 +3,766%
FI
1973
FormulaFolio Investments
Michigan
$18K – – –
HF
1974
Halpern Financial
Virginia
$17.1K – – –
SPWG
1975
Sage Private Wealth Group
Illinois
$17K – – –
77 78
79
80 81