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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
2101
Wiser Advisor Group
Arizona
$39K +$526 +4 +1%
GPFA
2102
Game Plan Financial Advisors
Ohio
$39K -$3.29K -25 -7%
OIAM
2103
OFI Invest Asset Management
France
$38.1K +$41.2K +313 New
ETS
2104
ESL Trust Services
New York
$37.8K +$39.5K +300 New
SMAM
2105
Sugar Maple Asset Management
Wisconsin
$37.8K +$39.5K +300 New
T
2106
Tidemark
California
$37.4K +$21.2K +161 +118%
FP
2107
Financial Perspectives
Minnesota
$37K – – –
GKIM
2108
GW&K Investment Management
Massachusetts
$36K +$3.29K +25 +10%
TCM
2109
TruNorth Capital Management
Michigan
$35.9K -$2.63K -20 -7%
AWM
2110
Abound Wealth Management
Tennessee
$35.7K +$5.4K +41 +17%
HFS
2111
Hopwood Financial Services
Virginia
$35.3K +$36.9K +280 New
MBFW
2112
Morton Brown Family Wealth
Pennsylvania
$34.8K – – –
EAM
2113
Empirical Asset Management
Massachusetts
$34.6K +$12.2K +93 +0.8%
CCA
2114
Criterion Capital Advisors
Tennessee
$34.6K – – –
SWP
2115
SIMA Wealth Partners
Virginia
$34.6K +$4.21K +32 +13%
WA
2116
Whipplewood Advisors
Colorado
$34.4K +$35.9K +273 New
FCMT
2117
Founders Capital Management (Texas)
Texas
$34K – – –
TFGT
2118
TS Financial Group (TSFG)
Illinois
$34K -$22.2K -169 -38%
WW
2119
Winnow Wealth
Texas
$33.9K +$35.4K +269 New
FWM
2120
FSA Wealth Management
Massachusetts
$33K – – –
T
2121
Transce3nd
Texas
$33K +$34.5K +262 New
EPIME
2122
Evelyn Partners Investment Management (Europe)
$31.5K +$32.9K +250 New
FNWA
2123
Financial Network Wealth Advisors
Utah
$31.4K -$130K -991 -80%
MSWA
2124
Marshall & Sterling Wealth Advisors
New York
$31.1K +$32.5K +247 New
PGAM
2125
Princeton Global Asset Management
New Jersey
$31K – – –
83 84
85
86 87