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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
DFC
2076
DB Fitzpatrick & Co
Idaho
$17.7K – – –
FCT
2077
First Community Trust
Iowa
$17.7K – – –
TCG
2078
Transcendent Capital Group
Oklahoma
$17.7K +$1K +7 +6%
CSWM
2079
Cassady Schiller Wealth Management
Ohio
$17.5K -$51K -356 -74%
FFL
2080
Financial Freedom LLC
Ohio
$17.1K – – –
LFA
2081
Legend Financial Advisors
Pennsylvania
$16.6K +$11.9K +83 +218%
FFA
2082
Fairfield Financial Advisors
Massachusetts
$16.4K +$17.2K +120 New
MSG
2083
Main Street Group
Virginia
$15.8K -$1.86K -13 -10%
CJ
2084
Caitlin John
Michigan
$15.7K – – –
SWC
2085
Spectrum Wealth Counsel
Indiana
$15.5K – – –
MSWM
2086
Mowery & Schoenfeld Wealth Management
Illinois
$15.2K +$15.9K +111 New
TWP
2087
Triad Wealth Partners
Kansas
$15.2K +$15.9K +111 New
HDIM
2088
Hanson & Doremus Investment Management
Vermont
$15K -$3.87K -27 -20%
TIM
2089
Thompson Investment Management
Wisconsin
$14.9K – – –
CIAS
2090
CBIZ Investment Advisory Services
Ohio
$14.8K – – –
AWM
2091
AllSquare Wealth Management
New York
$14.2K – – –
SR
2092
Syntax Research
Florida
$13.8K +$14.5K +101 New
CB
2093
Centennial Bank
Arkansas
$13.7K -$3.44K -24 -19%
FC
2094
Family CFO
California
$13.7K -$43K -300 -75%
IRAG
2095
Investment Research & Advisory Group
Georgia
$13.7K – – –
RCM
2096
Richardson Capital Management
Wisconsin
$13.7K – – –
RDFA
2097
Ritter Daniher Financial Advisory
Ohio
$13.7K – – –
AEPWM
2098
Atlantic Edge Private Wealth Management
Florida
$13.7K +$7.16K +50 +100%
HH
2099
HWG Holdings
Texas
$13.7K +$14.3K +100 New
RWM
2100
Ruedi Wealth Management
Illinois
$13K +$716 +5 +6%
82 83
84
85 86