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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
2076
Strategic Asset Management
Minnesota
$14K – – –
MIFH
2077
Migdal Insurance & Financial Holdings
Israel
$13K – – –
MWA
2078
Moser Wealth Advisors
Washington
$13K – – –
SPWG
2079
Sage Private Wealth Group
Illinois
$13K – – –
TIM
2080
Tortoise Investment Management
New York
$13K +$1.14K +6 +8%
EAM
2081
Eukles Asset Management
Ohio
$12K +$8.14K +43 +143%
SC
2082
Stephens Consulting
Michigan
$10.2K -$2.27K -12 -16%
BFPW
2083
BOK Financial Private Wealth
Colorado
$10K – – –
CA
2084
Centerpoint Advisors
Massachusetts
$10K – – –
MWC
2085
MBM Wealth Consultants
Missouri
$10K – – –
SA
2086
SRH Advisors
Kansas
$10K – – –
DCBT
2087
Dakota Community Bank & Trust
North Dakota
$10K +$11.4K +60 New
IAIM
2088
Industrial Alliance Investment Management
Quebec, Canada
$10K +$11.7K +62 New
AP
2089
Arlington Partners
Alabama
$9K -$85.8K -453 -90%
TJHA
2090
Thomas J. Herzfeld Advisors
Florida
$9K – – –
BC
2091
Belmont Capital
California
$9K +$10.8K +57 New
CWA
2092
Carolina Wealth Advisors
South Carolina
$8K – – –
CMA
2093
Cedar Mountain Advisors
Oregon
$8K – – –
RDFA
2094
Ritter Daniher Financial Advisory
Ohio
$8K – – –
LFA
2095
Legend Financial Advisors
Pennsylvania
$7.43K +$8.71K +46 New
HWM
2096
HighMark Wealth Management
Minnesota
$7K – – –
HC
2097
Hoese & Co
Minnesota
$7K – – –
HI
2098
Hoey Investments
Pennsylvania
$7K – – –
ECM
2099
Estabrook Capital Management
New York
$6.46K – – –
FEG
2100
Financial Enhancement Group
Indiana
$6K – – –