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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
801
Pathstone Family Office
New Jersey
$1.03M +$900K +9,256 +1,885%
WSTAM
802
Wilbanks Smith & Thomas Asset Management
Virginia
$1.02M +$87.7K +902 +10%
PCM
803
Parsons Capital Management
Rhode Island
$1.01M -$4.86K -50 -0.5%
FCMC
804
Founders Capital Management (Connecticut)
Connecticut
$991K +$132K +1,354 +17%
CIP
805
Convergence Investment Partners
Florida
$987K +$12.1K +125 +1%
CAM
806
CG Asset Management
New York
$981K +$165K +1,695 +22%
DPIM
807
Duff & Phelps Investment Management
Illinois
$974K -$219K -2,250 -20%
CIA
808
Capital Investment Advisors
Georgia
$971K -$50.5K -520 -5%
ST
809
Smithfield Trust
Pennsylvania
$967K +$1.94K +20 +0.2%
FIM
810
Fernwood Investment Management
Massachusetts
$963K
JFGIW
811
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$960K +$474K +4,881 +116%
CAG
812
Crestwood Advisors Group
Massachusetts
$952K -$9.72K -100 -1%
ACH
813
ArrowMark Colorado Holdings
Colorado
$949K +$194K +2,000 +29%
CIC
814
Carnegie Investment Counsel
Ohio
$933K +$9.82K +101 +1%
MC
815
Menta Capital
California
$926K +$612K +6,300 +254%
WA
816
Wealth Architects
California
$924K
EGM
817
Engineers Gate Manager
New York
$918K -$1.38M -14,178 -62%
FFWA
818
FRG Family Wealth Advisors
Washington
$914K
SAMC
819
Shinko Asset Management Company
Japan
$905K -$63.5K -653 -7%
BCM
820
Boltwood Capital Management
California
$903K +$832K +8,565 New
NGA
821
Naples Global Advisors
Florida
$900K +$47.7K +491 +6%
WAM
822
Wolverine Asset Management
Illinois
$896K +$173K +1,785 +27%
VFA
823
Voya Financial Advisors
Connecticut
$894K +$140K +1,445 +21%
BSW
824
Buckingham Strategic Wealth
Missouri
$874K +$262K +2,696 +48%
Voloridge Investment Management
825
Voloridge Investment Management
Florida
$871K +$803K +8,263 New