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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
MSG
2101
Main Street Group
Virginia
$1.72K – – –
BH
2102
Burk Holdings
Oklahoma
$1.61K – – –
CIAS
2103
CBIZ Investment Advisory Services
Ohio
$1.57K – – –
RJA
2104
Ross\Johnson & Associates
Minnesota
$1.4K – – –
KA
2105
Kozak & Associates
Colorado
$1.4K – – –
AAG
2106
Accordant Advisory Group
Maryland
$1.29K -$2.18K -21 -64%
HIMS
2107
Hager Investment Management Services
New Hampshire
$1.29K +$1.25K +12 New
TCA
2108
Trifecta Capital Advisors
Illinois
$1.29K +$1.25K +12 New
BWS
2109
Buck Wealth Strategies
Colorado
$1.25K +$1.25K +12 New
DF
2110
DecisionPoint Financial
Arizona
$1.21K +$1.14K +11 New
TAP
2111
Tounjian Advisory Partners
Florida
$1.19K +$1.14K +11 New
AP
2112
Aspect Partners
Virginia
$1.18K -$1.98K -19 -63%
GPFA
2113
Game Plan Financial Advisors
Ohio
$1.18K – – –
JGIA
2114
Jackson Grant Investment Advisers
Connecticut
$1.07K – – –
TBFA
2115
Three Bearings Fiduciary Advisors
New Hampshire
$1.07K – – –
SWA
2116
Strategic Wealth Advisors
Arizona
$1K – – –
POIA
2117
Pin Oak Investment Advisors
Texas
$1K +$832 +8 New
NWM
2118
Navigoe Wealth Management
California
$1K +$1.87K +18 New
SA
2119
Seneschal Advisors
Washington
$968 +$208 +2 +29%
MWM
2120
Mascoma Wealth Management
New Hampshire
$860 – – –
WA
2121
Whipplewood Advisors
Colorado
$753 -$1.46K -14 -67%
PJC
2122
Phillip James Consulting
Minnesota
$752 – – –
BIM
2123
Breakwater Investment Management
Washington
$645 – – –
HHGA
2124
Halbert Hargrove Global Advisors
California
$576 +$520 +5 New
SWAG
2125
Spectrum Wealth Advisory Group
California
$545 +$520 +5 New
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