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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
HB
2151
Horizon Bancorp
Indiana
$24K – – –
MFT
2152
Moisand Fitzgerald Tamayo
Florida
$24K – – –
GWSG
2153
GPS Wealth Strategies Group
Colorado
$23.4K -$395 -3 -2%
MA
2154
Modus Advisors
Minnesota
$22.9K -$1.19M -9,034 -98%
W
2155
WealthCollab
Washington
$22.8K – – –
JGCM
2156
Joseph Group Capital Management
Ohio
$22.7K – – –
MSWM
2157
Mowery & Schoenfeld Wealth Management
Illinois
$22.3K +$8.69K +66 +59%
HIMS
2158
Hager Investment Management Services
New Hampshire
$22.1K +$23K +175 New
KBFS
2159
Kohmann Bosshard Financial Services
Ohio
$21.2K +$22.1K +168 New
PWA
2160
Physician Wealth Advisors
Utah
$21.2K +$22.1K +168 New
HWM
2161
Hemington Wealth Management
Virginia
$21K +$526 +4 +2%
PWMA
2162
Pension & Wealth Management Advisors
Massachusetts
$20.7K -$84.9K -645 -80%
RTL
2163
Red Tortoise LLC
Georgia
$20.4K +$263 +2 +1%
CSWM
2164
Cassady Schiller Wealth Management
Ohio
$19.9K +$3.95K +30 +23%
PWMG
2165
Prestige Wealth Management Group
New Jersey
$19.4K – – –
FDCP
2166
Foster Dykema Cabot & Partners
Massachusetts
$18.9K -$4.74K -36 -19%
LOIP
2167
Live Oak Investment Partners
Texas
$18.9K – – –
CMP
2168
Coston McIsaac & Partners
Maine
$18K +$132 +1 +0.7%
CPG
2169
Cornerstone Planning Group
New Jersey
$18K +$658 +5 +4%
CWP
2170
Clark Wealth Partners
Illinois
$17.8K +$18.6K +141 New
MFG
2171
Mendota Financial Group
Wisconsin
$17.7K -$8.29K -63 -31%
BL
2172
BFSG LLC
California
$17.7K – – –
AT
2173
Avalon Trust
New Mexico
$16.8K – – –
DFC
2174
DB Fitzpatrick & Co
Idaho
$16.3K – – –
FCT
2175
First Community Trust
Iowa
$16.3K – – –
85 86
87
88 89