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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
2101
Financial Perspectives
Minnesota
$45.7K – – –
JGIA
2102
Jackson Grant Investment Advisers
Connecticut
$43.3K – – –
FFC
2103
First Financial Corp
Indiana
$41.9K – – –
GC
2104
Gould Capital
Washington
$41.3K – – –
AFS
2105
Annapolis Financial Services
Maryland
$40.5K +$15.5K +90 +53%
RW
2106
RVW Wealth
California
$39.9K +$44.2K +256 New
HB
2107
Horizon Bancorp
Indiana
$39K -$94.9K -550 -68%
AFA
2108
Abacus FCF Advisors
Florida
$38.5K -$1.04M -6,027 -96%
SFG
2109
Steward Financial Group
Texas
$38K -$22.1K -128 -34%
FSWA
2110
Financial Synergies Wealth Advisors
Texas
$37.3K +$39.7K +230 +2,556%
VAG
2111
VisionPoint Advisory Group
Texas
$37.3K +$16.9K +98 +70%
AWM
2112
Abound Wealth Management
Tennessee
$35.7K +$15.5K +90 +65%
FRA
2113
Front Row Advisors
California
$34.4K +$7.94K +46 +26%
PSB
2114
Piscataqua Savings Bank
New Hampshire
$34K – – –
HFS
2115
HBC Financial Services
Washington
$33K +$173 +1 +0.5%
MRCM
2116
M&R Capital Management
New Jersey
$31.3K -$8.46K -49 -20%
GA
2117
GoalVest Advisory
New York
$31K – – –
GKIM
2118
GW&K Investment Management
Massachusetts
$31K -$6.21K -36 -15%
KFS
2119
Kelly Financial Services
Massachusetts
$30.6K +$8.98K +52 +36%
CPG
2120
Cornerstone Planning Group
New Jersey
$30.2K -$863 -5 -3%
BIA
2121
Bell Investment Advisors
California
$30.1K -$1.04K -6 -3%
GWMI
2122
Guardian Wealth Management (Illinois)
Illinois
$29.8K +$345 +2 +1%
JMF
2123
Johnson Midwest Financial
Iowa
$29.5K +$173 +1 +0.5%
JGCM
2124
Joseph Group Capital Management
Ohio
$27.3K – – –
WAS
2125
Winch Advisory Services
Wisconsin
$26K +$173 +1 +0.6%
83 84
85
86 87