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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
926
Boston Family Office
Massachusetts
$572K +$287K +2,630 +101%
WCBA
927
Weaver C. Barksdale & Associates
Tennessee
$568K +$84.3K +772 +17%
RWA
928
Ropes Wealth Advisors
Massachusetts
$561K +$57.6K +527 +11%
WRM
929
Westport Resources Management
Connecticut
$559K -$111K -1,015 -17%
NERM
930
New England Research & Management
Illinois
$558K -$21.8K -200 -4%
AAM
931
AR Asset Management
California
$558K – – –
KWMG
932
King Wealth Management Group
Florida
$551K +$109 +1 +0%
HSA
933
HBK Sorce Advisory
Pennsylvania
$543K +$15.6K +143 +3%
BCM
934
Buckhead Capital Management
Georgia
$539K – – –
BCM
935
Brookstone Capital Management
Illinois
$537K +$96.4K +883 +22%
EFS
936
Essex Financial Services
Connecticut
$524K +$38.6K +353 +8%
CCP
937
Corient Capital Partners
California
$523K +$522K +4,780 New
KCM
938
Kanawha Capital Management
Virginia
$518K – – –
KSA
939
Ken Stern & Associates
California
$510K +$109 +1 +0%
SCI
940
S&CO Inc
Massachusetts
$509K -$109K -1,000 -18%
IC
941
Investment Counsel
Michigan
$509K -$98.3K -900 -16%
BFM
942
Boothbay Fund Management
New York
$506K +$164K +1,506 +48%
DBT
943
Dubuque Bank & Trust
Iowa
$505K +$21.8K +200 +5%
QI
944
Quotient Investors
New York
$503K – – –
PWM
945
Perigon Wealth Management
California
$503K +$27.7K +254 +6%
MFBTD
946
MB Financial Bank - Trust Department
Illinois
$502K – – –
P
947
Pitcairn
Pennsylvania
$497K -$4.59K -42 -0.9%
PIM
948
Profit Investment Management
Maryland
$496K -$158K -1,451 -24%
HPBT
949
High Point Bank & Trust
North Carolina
$494K – – –
ACM
950
Argentus Capital Management
Texas
$493K +$84.8K +776 +21%
36 37
38
39 40