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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
2126
Lowe Wealth Advisors
Maryland
$5K – – –
NOI
2127
Newton One Investments
Delaware
$5K – – –
RG
2128
Retirement Group
California
$5K – – –
UFF
2129
USA Financial Formulas
Michigan
$5K +$182 +1 +4%
IIL
2130
Insight Inv LLC
California
$5K +$4.56K +25 New
RCC
2131
Red Cedar Capital
Nebraska
$4K – – –
SJIA
2132
St. James Investment Advisors
New York
$4K – – –
FWM
2133
Focused Wealth Management
New York
$4K +$182 +1 +4%
BCPWM
2134
Bradley & Co Private Wealth Management
Florida
$4K +$3.83K +21 New
JIR
2135
James Investment Research
Ohio
$3K – – –
PP
2136
Pacifica Partners
Canada
$3K – – –
EW
2137
Emerson Wealth
Michigan
$3K +$912 +5 +36%
ARIS
2138
Advanced Research Investment Solutions
California
$2K – – –
KA
2139
Kozak & Associates
Colorado
$2K – – –
APW
2140
Axim Planning & Wealth
Ohio
$2K +$1.82K +10 New
FSWA
2141
Financial Synergies Wealth Advisors
Texas
$1.1K +$1.09K +6 New
CWAF
2142
Core Wealth Advisors (Florida)
Florida
$1K – – –
PPWM
2143
PFG Private Wealth Management
Florida
$1K – – –
IHWM
2144
Iron Horse Wealth Management
Iowa
$1K +$547 +3 New
AW
2145
Avion Wealth
Texas
$1K +$1.28K +7 New
CP
2146
Castleview Partners
Texas
$136 -$359K -1,969 -100%
WIM
2147
Westside Investment Management
California
$44 -$912 -5 -2%
IR
2148
IAT Reinsurance
New York
– -$58.4M -272,300 Closed
OCM
2149
Osterweis Capital Management
California
– -$34M -158,590 Closed
Qube Research & Technologies (QRT)
2150
Qube Research & Technologies (QRT)
United Kingdom
– -$24.6M -114,857 Closed