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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
2101
Beaird Harris Wealth Management
Texas
$71.5K +$1.51K +10 +2%
SIC
2102
SJS Investment Consulting
Ohio
$70.6K -$3.33K -22 -5%
HFM
2103
Harvest Fund Management
China
$69K -$102K -672 -61%
PCFFS
2104
Pacific Center for Financial Services
California
$65.7K -$1.51K -10 -2%
EIM
2105
Essex Investment Management
Massachusetts
$63.5K – – –
VAMG
2106
Voisard Asset Management Group
Michigan
$63.4K +$60.9K +403 New
FC
2107
Family CFO
California
$62.9K – – –
FPFS
2108
First Personal Financial Services
North Carolina
$62.3K – – –
SPWM
2109
Spartan Planning & Wealth Management
North Carolina
$62.3K +$59.6K +394 +19,700%
FRA
2110
Frank Rimerman Advisors
California
$62.1K +$59.7K +395 New
MIM
2111
Macroview Investment Management
Maryland
$60.4K – – –
PP
2112
Pacifica Partners
Canada
$59.4K – – –
RDIA
2113
RE Dickinson Investment Advisors
Iowa
$59K – – –
TC
2114
Tacita Capital
Ontario, Canada
$57.4K -$30.2K -200 -35%
WOC
2115
West Oak Capital
California
$57K – – –
CWC
2116
Carolinas Wealth Consulting
North Carolina
$57K -$1.51K -10 -3%
FWM
2117
FSA Wealth Management
Massachusetts
$56K +$53.7K +355 New
VWA
2118
Valued Wealth Advisors
Utah
$54.8K +$53.2K +352 New
PWMA
2119
Pension & Wealth Management Advisors
Massachusetts
$54.7K +$151 +1 +0.3%
BCM
2120
Blume Capital Management
California
$54.2K – – –
DI
2121
DAGCO Inc
Ohio
$53.9K -$30.5M -201,652 -100%
DWS
2122
Dynamic Wealth Strategies
California
$53.9K +$51.9K +343 New
WAG
2123
Wiser Advisor Group
Arizona
$52.8K +$50.8K +336 New
FFC
2124
First Financial Corp
Indiana
$52.5K +$9.83K +65 +24%
TWP
2125
TFO Wealth Partners
Ohio
$52.4K -$605 -4 -1%
83 84
85
86 87