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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
926
Weatherly Asset Management
California
$397K – – –
TCM
927
Tran Capital Management
California
$394K – – –
MHS
928
M Holdings Securities
Oregon
$391K +$43.7K +440 +12%
CPA
929
Capital Planning Advisors
California
$389K +$399K +4,015 New
SLG
930
Stanley-Laman Group
Pennsylvania
$387K +$149K +1,500 +60%
CT
931
Cambridge Trust
Massachusetts
$385K -$757K -7,624 -66%
RA
932
RFG Advisory
Alabama
$385K +$395K +3,974 New
SYBT
933
Stock Yards Bank & Trust
Kentucky
$384K +$22K +221 +6%
IAS
934
IMA Advisory Services
Colorado
$382K -$18.9K -190 -5%
ICAS
935
Investors Capital Advisory Services
Massachusetts
$381K -$18.6K -187 -5%
PWAP
936
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$371K – – –
SRC
937
Shufro Rose & Co
New York
$370K -$9.94K -100 -3%
IH
938
IFC Holdings
Florida
$369K -$413K -4,155 -53%
P
939
Pitcairn
Pennsylvania
$368K -$6.96K -70 -2%
GCM
940
Graham Capital Management
Connecticut
$368K +$378K +3,800 New
BSB
941
Bangor Savings Bank
Maine
$365K -$1.13M -11,399 -75%
NP
942
NS Partners
United Kingdom
$363K +$372K +3,744 New
SFG
943
SNS Financial Group
Minnesota
$358K +$367K +3,698 New
PIA
944
Peachtree Investment Advisors
Georgia
$356K -$22.4K -225 -6%
GAM
945
Griffin Asset Management
New York
$352K -$1.25M -12,561 -78%
SC
946
Savant Capital
Illinois
$352K +$12.6K +127 +4%
SBWM
947
Sunflower Bank Wealth Management
Arizona
$349K – – –
1IA
948
1834 Investment Advisors
Wisconsin
$347K – – –
HCM
949
Harvey Capital Management
Florida
$340K – – –
BOIA
950
Bush ODonnell Investment Advisors
Missouri
$339K – – –
36 37
38
39 40