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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
SWC
2101
Spectrum Wealth Counsel
Indiana
$12.5K -$598 -5 -4%
CIAS
2102
CBIZ Investment Advisory Services
Ohio
$12.4K +$598 +5 +5%
SO
2103
Sierra Ocean
California
$12.2K -$1.2K -10 -8%
TIM
2104
Thompson Investment Management
Wisconsin
$12K – – –
CWP
2105
Clark Wealth Partners
Illinois
$11.5K -$4.3K -36 -26%
HWM
2106
HighMark Wealth Management
Minnesota
$11.5K +$3.35K +28 +37%
AWM
2107
AllSquare Wealth Management
New York
$11.4K – – –
GA
2108
GoalVest Advisory
New York
$11.3K – – –
FC
2109
Family CFO
California
$11K – – –
IRAG
2110
Investment Research & Advisory Group
Georgia
$11K – – –
MWM
2111
Mascoma Wealth Management
New Hampshire
$11K – – –
HH
2112
HWG Holdings
Texas
$11K +$12K +100 New
HFS
2113
Hughes Financial Services
Virginia
$10.8K +$11.8K +99 New
BFS
2114
Burkett Financial Services
South Carolina
$10.2K +$120 +1 +1%
EF
2115
Elite Financial
Idaho
$10K +$12K +100 New
RWM
2116
Ruedi Wealth Management
Illinois
$9.9K – – –
HFS
2117
Horizon Financial Services
North Carolina
$9.9K +$10.8K +90 New
VWM
2118
Vermillion Wealth Management
Minnesota
$9.57K – – –
CVM
2119
Cheviot Value Management
California
$9.56K +$12K +100 New
CA
2120
Crewe Advisors
Utah
$9.46K – – –
GCM
2121
Gables Capital Management
Florida
$9.46K – – –
OW
2122
Olistico Wealth
Oklahoma
$9.46K – – –
GC
2123
Gould Capital
Washington
$9.13K – – –
YP
2124
YANKCOM Partnership
South Dakota
$9.13K – – –
PWM
2125
Proathlete Wealth Management
Florida
$8.36K +$9.09K +76 New