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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
901
Sage Capital Advisors
South Dakota
$714K +$691K +6,460 New
PFPT
902
Pinnacle Financial Partners (Tennessee)
Tennessee
$713K +$478K +4,476 +227%
FBT
903
First Bankers Trust
Kentucky
$712K – – –
TSS
904
Two Sigma Securities
New York
$710K -$659K -6,162 -49%
KB
905
Kimelman & Baird
New York
$708K – – –
MWP
906
MYCIO Wealth Partners
Pennsylvania
$706K -$252K -2,362 -27%
WAM
907
Wealthspire Advisors (Maryland)
Maryland
$705K -$15.3K -143 -2%
PAM
908
Premier Asset Management
Illinois
$702K – – –
GAM
909
Griffin Asset Management
New York
$698K +$674K +6,310 New
WI
910
WrapManager Inc
California
$696K -$11.5K -108 -2%
MAM
911
Meeder Asset Management
Ohio
$695K -$275K -2,570 -29%
GA
912
Gateway Advisory
New Jersey
$693K +$670K +6,269 New
HFS
913
Haverford Financial Services
Pennsylvania
$691K +$22.3K +209 +3%
PWM
914
Perigon Wealth Management
California
$687K -$10.5K -98 -2%
WA
915
Wealth Architects
California
$679K -$111K -1,037 -14%
RCAMU
916
Rothschild & Co Asset Management US
Connecticut
$665K +$40.7K +381 +7%
CG
917
Colony Group
Massachusetts
$656K +$634K +5,934 New
MCM
918
Monarch Capital Management
Indiana
$645K – – –
BL
919
Balentine LLC
Georgia
$643K -$2.03K -19 -0.3%
BFA
920
Bragg Financial Advisors
North Carolina
$638K -$2.71M -25,350 -82%
WTB
921
Washington Trust Bank
Washington
$626K -$6.73K -63 -1%
PWMAG
922
Pinnacle Wealth Management Advisory Group
New Jersey
$624K +$31K +290 +5%
BRC
923
Bell Rock Capital
Delaware
$624K +$601K +5,620 New
NB
924
Nicolet Bankshares
Wisconsin
$621K +$120K +1,125 +25%
NFG
925
Nations Financial Group
Iowa
$621K +$601K +5,620 New
35 36
37
38 39