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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
2051
Toth Financial Advisory
Virginia
$136K -$2.42K -16 -2%
PH
2052
Pinnacle Holdings
Oklahoma
$136K -$6.2K -41 -5%
LF
2053
Lee Financial
Texas
$134K +$1.06K +7 +0.8%
FPF
2054
First Pacific Financial
Washington
$132K -$7.56K -50 -6%
MA
2055
MCF Advisors
Kentucky
$128K +$37K +245 +43%
MIA
2056
MeadowBrook Investment Advisors
Michigan
$127K +$122K +809 New
RA
2057
Rational Advisors
New York
$125K -$134K -883 -53%
LI
2058
Louisbourg Investments
New Brunswick, Canada
$124K +$119K +790 New
CWM
2059
CarsonAllaria Wealth Management
Illinois
$123K -$1.51K -10 -1%
WB
2060
Webster Bank
Connecticut
$123K – – –
IFAM
2061
Institutional & Family Asset Management
Colorado
$122K +$6.65K +44 +6%
ACA
2062
American Capital Advisory
Idaho
$122K +$117K +774 New
ACM
2063
Accent Capital Management
Ohio
$121K +$116K +770 New
MIM
2064
Meridiem Investment Management
United Kingdom
$112K +$107K +710 New
JWM
2065
Janiczek Wealth Management
Colorado
$112K +$28.4K +188 +36%
MAWCM
2066
Mine & Arao Wealth Creation & Management
California
$111K +$302 +2 +0.3%
EBA
2067
Eagle Bay Advisors
New York
$109K -$60K -397 -36%
MMG
2068
Monetary Management Group
Missouri
$107K -$697K -4,610 -87%
FCAS
2069
First Command Advisory Services
Texas
$102K – – –
BWP
2070
Baldwin Wealth Partners
Massachusetts
$102K -$762K -5,038 -89%
OA
2071
Operose Advisors
Wisconsin
$101K -$32.8K -217 -25%
TCWA
2072
Turtle Creek Wealth Advisors
Texas
$101K +$96.9K +641 New
IWP
2073
IAG Wealth Partners
Wisconsin
$101K – – –
BWM
2074
BKM Wealth Management
Wisconsin
$98.4K +$94.6K +626 New
RIM
2075
Rockbridge Investment Management
New York
$98.1K +$94.3K +624 New
81 82
83
84 85