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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
2051
Ahrens Investment Partners
Louisiana
$135K +$128K +630 New
FMP
2052
Financial Management Professionals
Texas
$134K +$2.85K +14 +2%
RFA
2053
Reilly Financial Advisors
California
$134K +$5.7K +28 +5%
Bank Julius Baer & Co
2054
Bank Julius Baer & Co
Switzerland
$133K -$22.6K -111 -15%
HR
2055
Howe & Rusling
New York
$133K +$610 +3 +0.5%
BWM
2056
BerganKDV Wealth Management
Minnesota
$131K +$63.1K +310 +103%
CLOS
2057
Compagnie Lombard Odier SCmA
Switzerland
$129K – – –
HCM
2058
Highlander Capital Management
New Jersey
$129K – – –
DHGWA
2059
Dixon Hughes Goodman Wealth Advisors
North Carolina
$128K +$122K +599 New
TIM
2060
Tevis Investment Management
Texas
$125K +$117K +574 New
SC
2061
Sierra Capital
Florida
$124K +$7.53K +37 +7%
CWC
2062
Carolinas Wealth Consulting
North Carolina
$122K -$8.95K -44 -7%
TFM
2063
TFC Financial Management
Massachusetts
$122K +$8.14K +40 +8%
IFAM
2064
Institutional & Family Asset Management
Colorado
$116K -$17.1K -84 -13%
PCMC
2065
Paragon Capital Management (Colorado)
Colorado
$116K +$110K +542 New
MWM
2066
Mascoma Wealth Management
New Hampshire
$114K – – –
WWMSC
2067
Wagner Wealth Management (South Carolina)
South Carolina
$114K +$12.8K +63 +13%
MW
2068
Milestone Wealth
New York
$114K +$108K +532 New
BFG
2069
Baron Financial Group
New Jersey
$114K – – –
C
2070
Covestor
United Kingdom
$113K +$107K +526 New
ACA
2071
Atlas Capital Advisors
Wyoming
$111K -$4.47K -22 -4%
HFS
2072
HBC Financial Services
Washington
$110K +$27.3K +134 +35%
TSW
2073
Thompson Siegel & Walmsley
Virginia
$107K – – –
TCWM
2074
Total Clarity Wealth Management
Illinois
$107K – – –
NF
2075
Norwood Financial
Pennsylvania
$107K +$102K +500 New