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UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
701
Modera Wealth Management
New Jersey
$1.11M -$4.14K -42 -0.4%
LNWWM
702
Laird Norton Wetherby Wealth Management
California
$1.1M +$24.8K +252 +2%
RA
703
Rational Advisors
New York
$1.1M -$3.15K -32 -0.3%
AP
704
Advisor Partners
California
$1.09M +$61.4K +623 +6%
CPO
705
Cerity Partners OCIO
New York
$1.09M +$14.1K +143 +1%
EWM
706
Elite Wealth Management
Washington
$1.09M +$885K +8,985 +639%
LBC
707
Lowe Brockenbrough & Co
Virginia
$1.09M -$214K -2,170 -17%
TCOV
708
Trust Company of Vermont
Vermont
$1.08M +$99 +1 +0%
RMAM
709
Raab & Moskowitz Asset Management
New Jersey
$1.07M +$1.01M +10,212 New
SFA
710
Sequoia Financial Advisors
Ohio
$1.07M +$999K +10,145 New
JIC
711
Johnson Investment Counsel
Ohio
$1.06M -$51.6K -524 -5%
MCM
712
Monarch Capital Management
Indiana
$1.06M -$17.7K -180 -2%
WA
713
WFG Advisors
Texas
$1.06M -$36.8K -374 -4%
SAG
714
Sterne Agee Group
Alabama
$1.06M +$542K +5,501 +121%
RC
715
RBF Capital
California
$1.05M – – –
CL
716
CPWM LLC
Washington
$1.05M +$164K +1,665 +20%
VKH
717
Virtu KCG Holdings
New York
$1.04M -$1.09M -11,041 -53%
VIM
718
Veritas Investment Management
United Kingdom
$1.04M – – –
FT
719
Fiduciary Trust
Massachusetts
$1.03M +$44.3K +450 +5%
HA
720
Hamel Associates
New Jersey
$1.03M +$961K +9,760 New
CBB
721
Citizens Business Bank
California
$1.02M +$175K +1,775 +22%
ITIM
722
Indiana Trust & Investment Management
Indiana
$1.02M +$31K +315 +3%
NIM
723
Nexus Investment Management
Ontario, Canada
$1.02M +$148K +1,500 +18%
OMCS
724
Old Mutual Customised Solutions
South Africa
$998K – – –
ADBIC
725
A.D. Beadell Investment Counsel
Wisconsin
$980K – – –
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