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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
901
Burleson & Co
California
$846K +$636 +6 +0.1%
TIA
902
Trust Investment Advisors
Indiana
$845K -$117K -1,100 -13%
AW
903
ACG Wealth
Georgia
$843K +$31.5K +297 +4%
CCG
904
Cypress Capital Group
Florida
$842K -$52.7K -497 -6%
YWP
905
YorkBridge Wealth Partners
New York
$840K +$19.5K +184 +3%
BWM
906
Bernicke Wealth Management
Wisconsin
$840K +$39.3K +371 +5%
SCM
907
Southport Capital Management
Tennessee
$838K – – –
CPA
908
Clear Perspective Advisors
Illinois
$834K – – –
CCP
909
Cardan Capital Partners
Colorado
$833K – – –
WIA
910
Wealthstreet Investment Advisors
Texas
$829K +$26.5K +250 +3%
NL
911
NWAM LLC
Washington
$824K +$6.68K +63 +0.9%
LOAMS
912
Lombard Odier Asset Management (Switzerland)
Switzerland
$822K +$527K +4,969 +208%
EIA
913
Eldridge Investment Advisors
New Hampshire
$819K +$424 +4 +0.1%
PFO
914
Pathstone Family Office
New Jersey
$819K +$37.9K +357 +5%
MSS
915
Mitchell Sinkler & Starr
Pennsylvania
$818K -$95.4K -900 -11%
DPIM
916
Duff & Phelps Investment Management
Illinois
$818K – – –
RIA
917
Realta Investment Advisors
Delaware
$818K +$781K +7,363 New
PI
918
PFS Investments
Georgia
$817K +$776K +7,315 New
FFC
919
First Financial Corp
Indiana
$808K +$118K +1,109 +18%
PCG
920
Private Capital Group
Connecticut
$805K +$56.4K +532 +8%
LOAME
921
Lombard Odier Asset Management (Europe)
United Kingdom
$803K – – –
ACM
922
Allred Capital Management
Texas
$799K +$10.6K +100 +1%
MIAS
923
Mason Investment Advisory Services
Virginia
$795K +$755K +7,119 New
EDRH
924
Edmond de Rothschild Holding
Switzerland
$794K – – –
HFM
925
Hartford Financial Management
Connecticut
$782K -$5.3K -50 -0.7%
35 36
37
38 39