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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2101
Baldrige Asset Management
Pennsylvania
$5K – – –
FCG
2102
Financial Connections Group
California
$5K – – –
NOI
2103
Newton One Investments
Delaware
$5K – – –
ODG
2104
O'Dell Group
Ohio
$5K – – –
ASBI
2105
American State Bank (Iowa)
Iowa
$4.36K +$5.11K +27 New
FWM
2106
Focused Wealth Management
New York
$4K – – –
LWA
2107
Lowe Wealth Advisors
Maryland
$4K – – –
RCC
2108
Red Cedar Capital
Nebraska
$4K – – –
BCPWM
2109
Bradley & Co Private Wealth Management
Florida
$3K – – –
JIR
2110
James Investment Research
Ohio
$3K – – –
PP
2111
Pacifica Partners
Canada
$3K – – –
SJIA
2112
St. James Investment Advisors
New York
$3K – – –
ARIS
2113
Advanced Research Investment Solutions
California
$2K – – –
KA
2114
Kozak & Associates
Colorado
$2K +$189 +1 +10%
PPWM
2115
PFG Private Wealth Management
Florida
$2K +$1.89K +10 +200%
ACM
2116
Absolute Capital Management
Pennsylvania
$1.32K +$1.51K +8 New
FSWA
2117
Financial Synergies Wealth Advisors
Texas
$1.29K +$379 +2 +33%
HWP
2118
Highline Wealth Partners
California
$1.13K +$1.32K +7 New
DWA
2119
Delos Wealth Advisors
Texas
$1K -$13.1K -69 -93%
RG
2120
Retirement Group
California
$1K -$4.17K -22 -81%
UFF
2121
USA Financial Formulas
Michigan
$1K -$3.79K -20 -80%
AW
2122
Avion Wealth
Texas
$1K – – –
CWAF
2123
Core Wealth Advisors (Florida)
Florida
$1K – – –
PI
2124
PEAK6 Investments
Illinois
$1K +$757 +4 New
WIM
2125
Westside Investment Management
California
$39 – – –
83 84
85
86 87