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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
826
Colony Group
Massachusetts
$584K +$573K +5,765 +3,257%
ICAS
827
Investors Capital Advisory Services
Massachusetts
$582K -$20.4K -205 -3%
LWCFA
828
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$567K +$9.94K +100 +2%
BWAM
829
Boyd Watterson Asset Management
Ohio
$565K – – –
1SB
830
1ST Source Bank
Indiana
$562K +$3.08K +31 +0.5%
GLRA
831
Gerald L. Ray & Associates
Texas
$550K +$8.94K +90 +2%
IPC
832
Independent Portfolio Consultants
Florida
$550K +$171K +1,725 +45%
CTA
833
Colonial Trust Advisors
South Carolina
$549K – – –
MYAM
834
Meiji Yasuda Asset Management
Japan
$548K -$464K -4,670 -46%
PL
835
Perpetual Ltd
Australia
$547K -$49.7K -500 -8%
LBG
836
Lloyds Banking Group
United Kingdom
$542K +$272K +2,737 +98%
RIL
837
Rothschild Investment LLC
Illinois
$537K +$1.79K +18 +0.3%
BSW
838
Buckingham Strategic Wealth
Missouri
$527K -$39.9K -402 -7%
ISL
839
Ingalls & Snyder LLC
New York
$527K – – –
T
840
Thomaspartners
Massachusetts
$524K – – –
KWMG
841
King Wealth Management Group
Florida
$505K – – –
SEC
842
Seven Eight Capital
New York
$501K +$507K +5,100 New
CIM
843
CenturyLink Investment Management
Colorado
$501K -$52.2K -525 -9%
TFA
844
Transamerica Financial Advisors
Florida
$499K +$6.46K +65 +1%
CCA
845
Checchi Capital Advisers
California
$495K +$162K +1,634 +48%
GIS
846
Guardian Investor Services
New York
$491K -$28.6K -288 -5%
CCM
847
Crossvault Capital Management
Texas
$491K +$169K +1,700 +52%
ACM
848
Advent Capital Management
New York
$491K +$497K +5,000 New
MIG
849
Mariner Investment Group
New York
$491K +$497K +5,000 New
NSIM
850
North Star Investment Management
Illinois
$485K -$16.3K -164 -3%
32 33
34
35 36