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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
2101
Householder Group Estate & Retirement Specialist
Arizona
$75K +$454 +3 +0.6%
TSWM
2102
Tyler-Stone Wealth Management
Ohio
$74.6K +$454 +3 +0.6%
BHWM
2103
Beaird Harris Wealth Management
Texas
$71.5K +$1.51K +10 +2%
SIC
2104
SJS Investment Consulting
Ohio
$70.6K -$3.33K -22 -5%
HFM
2105
Harvest Fund Management
China
$69K -$102K -672 -61%
PCFFS
2106
Pacific Center for Financial Services
California
$65.7K -$1.51K -10 -2%
EIM
2107
Essex Investment Management
Massachusetts
$63.5K – – –
VAMG
2108
Voisard Asset Management Group
Michigan
$63.4K +$60.9K +403 New
FC
2109
Family CFO
California
$62.9K – – –
FPFS
2110
First Personal Financial Services
North Carolina
$62.3K – – –
SPWM
2111
Spartan Planning & Wealth Management
North Carolina
$62.3K +$59.6K +394 +19,700%
FRA
2112
Frank Rimerman Advisors
California
$62.1K +$59.7K +395 New
MIM
2113
Macroview Investment Management
Maryland
$60.4K – – –
PP
2114
Pacifica Partners
Canada
$59.4K – – –
RDIA
2115
RE Dickinson Investment Advisors
Iowa
$59K – – –
TC
2116
Tacita Capital
Ontario, Canada
$57.4K -$30.2K -200 -35%
WOC
2117
West Oak Capital
California
$57K – – –
CWC
2118
Carolinas Wealth Consulting
North Carolina
$57K -$1.51K -10 -3%
FWM
2119
FSA Wealth Management
Massachusetts
$56K +$53.7K +355 New
VWA
2120
Valued Wealth Advisors
Utah
$54.8K +$53.2K +352 New
PWMA
2121
Pension & Wealth Management Advisors
Massachusetts
$54.7K +$151 +1 +0.3%
BCM
2122
Blume Capital Management
California
$54.2K – – –
DI
2123
DAGCO Inc
Ohio
$53.9K -$30.5M -201,652 -100%
DWS
2124
Dynamic Wealth Strategies
California
$53.9K +$51.9K +343 New
WAG
2125
Wiser Advisor Group
Arizona
$52.8K +$50.8K +336 New
83 84
85
86 87