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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
N
851
Natixis
France
$905K +$875K +8,182 New
LCM
852
Logan Capital Management
Pennsylvania
$904K +$384K +3,590 +78%
LOAME
853
Lombard Odier Asset Management (Europe)
United Kingdom
$902K – – –
PFS
854
Prospera Financial Services
Texas
$900K -$25.1K -235 -3%
LNC
855
Lincoln National Corp
Pennsylvania
$893K +$14.8K +138 +2%
GWCM
856
Godshalk Welsh Capital Management
Pennsylvania
$892K -$2.67K -25 -0.3%
KF
857
Krilogy Financial
Missouri
$890K +$818K +7,651 +1,913%
GCC
858
Guardian Capital (Canada)
Ontario, Canada
$888K +$276K +2,581 +47%
RWA
859
Ropes Wealth Advisors
Massachusetts
$887K +$85.2K +797 +11%
PFO
860
Pathstone Family Office
New Jersey
$886K -$2.46K -23 -0.3%
LWM
861
Lyell Wealth Management
California
$866K -$571K -5,339 -41%
SFG
862
SevenBridge Financial Group
Pennsylvania
$864K +$623K +5,828 +294%
IPC
863
Independent Portfolio Consultants
Florida
$861K -$63.2K -591 -7%
FFC
864
First Financial Corp
Indiana
$859K +$25.2K +236 +3%
DPIM
865
Duff & Phelps Investment Management
Illinois
$855K -$56.7K -530 -6%
GAMC
866
Garner Asset Management Corp
Texas
$839K +$811K +7,588 New
EM
867
Excalibur Management
Massachusetts
$838K -$12.6K -118 -2%
SAM
868
Sawgrass Asset Management
Florida
$831K -$20.8K -195 -3%
NIM
869
Nexus Investment Management
Ontario, Canada
$824K +$107K +1,000 +16%
BTIS
870
BB&T Investment Services
North Carolina
$819K +$408K +3,816 +108%
LTI
871
Laffer Tengler Investments
Tennessee
$816K -$2.35K -22 -0.3%
NB
872
NBT Bank
New York
$815K -$157K -1,465 -17%
MCM
873
Mork Capital Management
California
$807K – – –
SFA
874
Sequoia Financial Advisors
Ohio
$801K -$4.92K -46 -0.6%
BSW
875
Buckingham Strategic Wealth
Missouri
$800K +$39.4K +369 +5%
33 34
35
36 37