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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
2051
Mowery & Schoenfeld Wealth Management
Illinois
$5.75K +$5.42K +58 New
WFA
2052
West Financial Advisors
Iowa
$5.75K +$5.42K +58 New
PIM
2053
Plato Investment Management
Australia
$5.68K -$256K -2,741 -98%
CFM
2054
Cornerstone Financial Management
Massachusetts
$5.36K +$5.05K +54 New
FMP
2055
Financial Management Professionals
Texas
$5.16K -$2.15K -23 -31%
BWAM
2056
Boyd Watterson Asset Management
Ohio
$5.06K -$561 -6 -11%
CWA
2057
Carolina Wealth Advisors
South Carolina
$4.96K – – –
CB
2058
Centennial Bank
Arkansas
$4.96K – – –
CFS
2059
CGC Financial Services
Oregon
$4.96K – – –
PUI
2060
Purpose Unlimited Inc
$4.96K +$4.68K +50 New
WA
2061
Walsh & Associates
Florida
$4.96K +$4.68K +50 New
CFP
2062
Comprehensive Financial Planning
Pennsylvania
$4.96K +$4.68K +50 New
1IA
2063
1620 Investment Advisors
Massachusetts
$4.76K – – –
KFA
2064
Kelleher Financial Advisors
New York
$4.76K – – –
MSWA
2065
Marshall & Sterling Wealth Advisors
New York
$4.56K -$18.2K -195 -81%
TWM
2066
Tripletail Wealth Management
Florida
$4.46K -$10.8K -116 -72%
CFG
2067
Clayton Financial Group
Missouri
$4.46K +$4.21K +45 New
DWM
2068
Dogwood Wealth Management
Kansas
$4.36K +$1.22K +13 +42%
SHF
2069
Safe Harbor Fiduciary
Florida
$4.26K +$4.02K +43 New
Q1WB
2070
Quest 10 Wealth Builders
Virginia
$4.02K -$655 -7 -15%
ECM
2071
Estabrook Capital Management
New York
$3.97K – – –
PWA
2072
Principia Wealth Advisory
Texas
$3.97K +$655 +7 +21%
LIA
2073
Limestone Investment Advisors
New York
$3.97K +$3.74K +40 New
SWIM
2074
Smallwood Wealth Investment Management
New Jersey
$3.87K – – –
FRA
2075
Front Row Advisors
California
$3.47K -$16.4K -175 -83%
81 82
83
84 85