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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2076
PSI Advisors
Florida
$18K -$16.4K -90 -48%
IRAG
2077
Investment Research & Advisory Group
Georgia
$18K – – –
HFS
2078
Heritage Financial Services
Massachusetts
$18K +$18.2K +100 New
WWP
2079
WR Wealth Planners
Missouri
$17K – – –
HF
2080
Halpern Financial
Virginia
$16.2K +$16.2K +89 New
EA
2081
Evolution Advisers
Virginia
$16K – – –
LWP
2082
Laurel Wealth Planning
Minnesota
$16K – – –
GKIM
2083
GW&K Investment Management
Massachusetts
$16K +$5.65K +31 +53%
SAM
2084
Strategic Asset Management
Minnesota
$16K +$6.2K +34 +64%
ETI
2085
Enterprise Trust & Investment
California
$16K +$16.4K +90 New
SPWG
2086
Sage Private Wealth Group
Illinois
$15K – – –
MIFH
2087
Migdal Insurance & Financial Holdings
Israel
$15K +$1.28K +7 +10%
AWA
2088
Arete Wealth Advisors
Illinois
$15K +$6.26M +34,298 +1,281%
HWMA
2089
Heritage Wealth Management (Arizona)
Arizona
$15K -$54.7K -300 -79%
SOW
2090
State of Wyoming
Wyoming
$14K -$155K -850 -91%
DWA
2091
Delos Wealth Advisors
Texas
$14K -$86.5K -474 -86%
MWA
2092
Moser Wealth Advisors
Washington
$14K – – –
TIM
2093
Tortoise Investment Management
New York
$14K +$8.76K +48 +185%
SC
2094
Stephens Consulting
Michigan
$13.7K -$4.92K -27 -26%
BFPW
2095
BOK Financial Private Wealth
Colorado
$12K -$727K -3,986 -98%
MWC
2096
MBM Wealth Consultants
Missouri
$11K -$182 -1 -2%
CA
2097
Centerpoint Advisors
Massachusetts
$11K – – –
SA
2098
SRH Advisors
Kansas
$11K – – –
TJHA
2099
Thomas J. Herzfeld Advisors
Florida
$11K – – –
CMA
2100
Cedar Mountain Advisors
Oregon
$10K – – –
82 83
84
85 86