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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
PIS
2051
POM Investment Strategies
North Carolina
$4.72K +$5.15K +48 New
FMP
2052
Financial Management Professionals
Texas
$4.53K -$643 -6 -12%
VWM
2053
Vermillion Wealth Management
Minnesota
$4.53K +$4.93K +46 New
TWM
2054
Tripletail Wealth Management
Florida
$4.42K – – –
SHIM
2055
Stone House Investment Management
Pennsylvania
$4.08K +$1.72K +16 +62%
Q1WB
2056
Quest 10 Wealth Builders
Virginia
$3.98K – – –
ECM
2057
Estabrook Capital Management
New York
$3.94K – – –
SWIM
2058
Smallwood Wealth Investment Management
New Jersey
$3.84K – – –
BFS
2059
Bare Financial Services
Pennsylvania
$3.64K +$965 +9 +32%
FRA
2060
Front Row Advisors
California
$3.44K – – –
NOI
2061
Newton One Investments
Delaware
$3.35K +$107 +1 +3%
AAG
2062
Accordant Advisory Group
Maryland
$3.25K -$1.55M -14,472 -100%
ACA
2063
Atlas Capital Advisors
Wyoming
$3.05K – – –
FCG
2064
Financial Connections Group
California
$3K – – –
AP
2065
Aspect Partners
Virginia
$2.95K – – –
TLFA
2066
True Link Financial Advisors
California
$2.95K +$3.22K +30 New
UFPG
2067
United Financial Planning Group
New York
$2.95K +$3.22K +30 New
VERPA
2068
Virginia Estate & Retirement Planning Advisors
Virginia
$2.85K +$3.11K +29 New
MLA
2069
MB, Levis & Associates
Pennsylvania
$2.46K – – –
PWA
2070
Portus Wealth Advisors
North Carolina
$2.46K +$2.68K +25 New
TM
2071
Torren Management
California
$2.16K -$28.8K -269 -92%
HIW
2072
Holos Integrated Wealth
Pennsylvania
$2.15K – – –
BCPWM
2073
Bradley & Co Private Wealth Management
Florida
$2.07K – – –
PP
2074
Paladin Partners
Wisconsin
$2.07K – – –
WA
2075
Whipplewood Advisors
Colorado
$2.07K +$2.25K +21 New
81 82
83
84 85