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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
801
Shoker Investment Counsel
Ohio
$3.07M -$28.8K -144 -1%
GIA
802
Gladstone Institutional Advisory
Florida
$3.06M +$1.35M +6,739 +84%
CRIG
803
Charter Research & Investment Group
Connecticut
$3.06M -$23K -115 -0.8%
WFPG
804
Waller Financial Planning Group
Ohio
$3.06M +$2.94M +14,715 New
PFA
805
Pure Financial Advisors
California
$3.06M – – –
CIC
806
Chilton Investment Company
Connecticut
$3.04M -$713K -3,564 -20%
APP
807
Avantax Planning Partners
Iowa
$3.02M +$23.6K +118 +0.8%
MBTD
808
Mechanics Bank - Trust Department
California
$3.01M +$641K +3,204 +28%
SAM
809
Silvercrest Asset Management
New York
$3.01M -$39.8K -199 -1%
CSM
810
CAMG Solamere Management
North Carolina
$3M -$105K -525 -4%
PSUF
811
People's United Financial
Connecticut
$2.97M -$772K -3,860 -21%
PA
812
Parallel Advisors
California
$2.96M +$85K +425 +3%
DWA
813
Douglass Winthrop Advisors
New York
$2.95M +$100K +500 +4%
BA
814
Bristlecone Advisors
Washington
$2.94M -$130K -650 -4%
TCOT
815
Trust Company of Toledo
Ohio
$2.94M -$14.8K -74 -0.5%
EI
816
Ethic Inc
New York
$2.92M +$834K +4,166 +42%
SC
817
Slow Capital
California
$2.92M +$271K +1,353 +11%
LNC
818
Lincoln National Corp
Pennsylvania
$2.91M -$251K -1,256 -8%
NC
819
NewSquare Capital
Pennsylvania
$2.91M +$194K +971 +7%
WAM
820
Wakefield Asset Management
Colorado
$2.89M -$8.4K -42 -0.3%
FLPIM
821
F.L. Putnam Investment Management
Massachusetts
$2.89M -$39.8K -199 -1%
BL
822
BFSG LLC
California
$2.89M -$3K -15 -0.1%
SW
823
SkyOak Wealth
Michigan
$2.88M -$88K -440 -3%
IBOK
824
Independence Bank of Kentucky
Kentucky
$2.88M -$176K -880 -6%
PWMAG
825
Pinnacle Wealth Management Advisory Group
New Jersey
$2.88M +$10.6K +53 +0.4%
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