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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
826
Keystone Financial Planning
Ohio
$1.07M +$444K +3,902 +78%
CIP
827
Convergence Investment Partners
Florida
$1.07M -$5.91K -52 -0.6%
GXMC
828
Global X Management Company
New York
$1.06M +$26K +229 +3%
MNBTD
829
Moody National Bank Trust Division
Texas
$1.05M -$298K -2,625 -23%
NFG
830
Next Financial Group
Texas
$1.05M -$70.4K -619 -7%
LNC
831
Lincoln National Corp
Pennsylvania
$1.04M +$68.8K +605 +7%
ST
832
Smithfield Trust
Pennsylvania
$1.03M +$23.9K +210 +3%
LCM
833
Logan Capital Management
Pennsylvania
$1.03M +$45.9K +404 +5%
GCC
834
Guardian Capital (Canada)
Ontario, Canada
$1.03M +$60.8K +535 +7%
RHFI
835
Reilly Herbert Faulkner III
$1.03M -$351K -3,091 -27%
CA
836
Clearstead Advisors
Ohio
$1.02M -$68.1K -599 -7%
RIM
837
Rampart Investment Management
Connecticut
$1.02M -$38.3K -337 -4%
QI
838
Quotient Investors
New York
$1.01M – – –
TAM
839
Tyers Asset Management
Texas
$1.01M -$120K -1,056 -11%
WSTAM
840
Wilbanks Smith & Thomas Asset Management
Virginia
$1M -$36.3K -319 -4%
SS
841
Simplicity Solutions
Minnesota
$997K -$1.33M -11,684 -58%
PFS
842
Prospera Financial Services
Texas
$986K +$6.93K +61 +0.7%
MWAC
843
Mariner Wealth Advisors (Cincinnati)
Ohio
$985K -$139K -1,222 -13%
CWM
844
Cabot Wealth Management
Massachusetts
$984K +$574K +5,045 +160%
SFG
845
SevenBridge Financial Group
Pennsylvania
$982K +$41.5K +365 +5%
LOAME
846
Lombard Odier Asset Management (Europe)
United Kingdom
$980K – – –
NB
847
NBT Bank
New York
$979K +$89K +783 +11%
LWM
848
Lyell Wealth Management
California
$978K +$35.8K +315 +4%
KF
849
Krilogy Financial
Missouri
$968K +$1.36K +12 +0.1%
RWA
850
Ropes Wealth Advisors
Massachusetts
$963K -$1.14K -10 -0.1%
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