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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
926
IMA Advisory Services
Colorado
$400K +$3.08K +30 +0.7%
ICAS
927
Investors Capital Advisory Services
Massachusetts
$399K -$30.9K -301 -7%
JIC
928
Johnson Investment Counsel
Ohio
$399K -$10.8K -105 -2%
WAM
929
Weatherly Asset Management
California
$397K -$15.4K -150 -4%
OCG
930
Opus Capital Group
Ohio
$395K – – –
TCM
931
Tran Capital Management
California
$395K – – –
CFA
932
Carroll Financial Associates
North Carolina
$389K +$19K +185 +5%
FB
933
Fulton Bank
Pennsylvania
$385K +$7.49K +73 +2%
SRC
934
Shufro Rose & Co
New York
$380K – – –
MSU
935
Maple Securities USA
New Jersey
$379K +$401K +3,908 New
PIA
936
Peachtree Investment Advisors
Georgia
$378K +$79.3K +773 +25%
P
937
Pitcairn
Pennsylvania
$374K -$24.6K -240 -6%
PWAP
938
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$371K +$10.3K +100 +3%
SYBT
939
Stock Yards Bank & Trust
Kentucky
$362K +$8.11K +79 +2%
TAM
940
Taylor Asset Management
Ontario, Canada
$358K – – –
MHS
941
M Holdings Securities
Oregon
$349K -$363K -3,536 -50%
SBWM
942
Sunflower Bank Wealth Management
Arizona
$349K -$7.59K -74 -2%
1IA
943
1834 Investment Advisors
Wisconsin
$347K – – –
LOT
944
Lombard Odier Transatlantic
Quebec, Canada
$340K -$2.05M -20,025 -85%
SC
945
Savant Capital
Illinois
$340K -$28.6K -279 -7%
NFG
946
Next Financial Group
Texas
$340K -$5.44K -53 -1%
WA
947
Wealth Architects
California
$339K -$601K -5,861 -63%
BOIA
948
Bush ODonnell Investment Advisors
Missouri
$339K – – –
HCM
949
Harvey Capital Management
Florida
$339K – – –
TFF
950
Timothy F. Fidgeon
$339K – – –
36 37
38
39 40