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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
2076
Pacific Center for Financial Services
California
$22K +$730 +4 +3%
CM
2077
Cornerstone Management
Georgia
$21.2K – – –
AI
2078
AdvisorShares Investments
Maryland
$21K +$21K +115 New
OLVIG
2079
Oliver Lagore Vanvalin Investment Group
Michigan
$20K +$912 +5 +5%
WAM
2080
Worth Asset Management
Texas
$19K -$9.12K -50 -33%
AWM
2081
AllSquare Wealth Management
New York
$19K – – –
M1FG
2082
Mach-1 Financial Group
Arkansas
$19K +$19.2K +105 New
PA
2083
PSI Advisors
Florida
$18K -$16.4K -90 -48%
IRAG
2084
Investment Research & Advisory Group
Georgia
$18K – – –
HFS
2085
Heritage Financial Services
Massachusetts
$18K +$18.2K +100 New
WWP
2086
WR Wealth Planners
Missouri
$17K – – –
HF
2087
Halpern Financial
Virginia
$16.2K +$16.2K +89 New
EA
2088
Evolution Advisers
Virginia
$16K – – –
LWP
2089
Laurel Wealth Planning
Minnesota
$16K – – –
GKIM
2090
GW&K Investment Management
Massachusetts
$16K +$5.65K +31 +53%
SAM
2091
Strategic Asset Management
Minnesota
$16K +$6.2K +34 +64%
ETI
2092
Enterprise Trust & Investment
California
$16K +$16.4K +90 New
SPWG
2093
Sage Private Wealth Group
Illinois
$15K – – –
MIFH
2094
Migdal Insurance & Financial Holdings
Israel
$15K +$1.28K +7 +10%
AWA
2095
Arete Wealth Advisors
Illinois
$15K +$6.26M +34,298 +1,281%
HWMA
2096
Heritage Wealth Management (Arizona)
Arizona
$15K -$54.7K -300 -79%
SOW
2097
State of Wyoming
Wyoming
$14K -$155K -850 -91%
DWA
2098
Delos Wealth Advisors
Texas
$14K -$86.5K -474 -86%
MWA
2099
Moser Wealth Advisors
Washington
$14K – – –
TIM
2100
Tortoise Investment Management
New York
$14K +$8.76K +48 +185%