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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
BC
901
Burney Company
Virginia
$354K -$5.07K -51 -1%
BDF
902
Balasa Dinverno & Foltz
$354K +$994 +10 +0.3%
1IA
903
1834 Investment Advisors
Wisconsin
$352K – – –
SAM
904
Strategy Asset Managers
California
$351K – – –
SI
905
SII Investments
Wisconsin
$346K +$13.8K +139 +4%
BOIA
906
Bush ODonnell Investment Advisors
Missouri
$344K – – –
TFF
907
Timothy F. Fidgeon
$344K – – –
HCM
908
Harvey Capital Management
Florida
$344K +$99.4K +1,000 +40%
NL
909
NWAM LLC
Washington
$339K +$6.86K +69 +2%
MHC
910
Meyer Handelman Company
New York
$334K – – –
PAS
911
Partnervest Advisory Services
California
$331K +$17.1K +172 +5%
HWA
912
Heritage Wealth Advisors
Virginia
$329K +$3.68K +37 +1%
MGIA
913
Moneta Group Investment Advisors
Missouri
$327K -$347K -3,491 -51%
B
914
Bailard
California
$324K +$10.4K +105 +3%
LCM
915
LVM Capital Management
Michigan
$318K – – –
WRM
916
Weybosset Research & Management
Rhode Island
$315K – – –
NEAM
917
New England Asset Management
Connecticut
$314K – – –
WIC
918
Wood Investment Counsel
Colorado
$312K – – –
DAM
919
Deltec Asset Management
New York
$311K -$89K -896 -22%
ZF
920
Zhang Financial
Michigan
$308K – – –
PIA
921
Peachtree Investment Advisors
Georgia
$307K +$19.9K +200 +7%
W
922
Wealthfront
California
$302K +$48.7K +490 +19%
RAM
923
Redmond Asset Management
Virginia
$300K -$1.48M -14,872 -83%
RT
924
Reliance Trust
Georgia
$299K -$12.9K -130 -4%
SC
925
Savant Capital
Illinois
$299K +$4.67K +47 +2%