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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
926
TCV Trust & Wealth Management
Virginia
$771K -$113 -1 -0%
NFG
927
Next Financial Group
Texas
$765K -$27.6K -245 -4%
WAM
928
Wealthspire Advisors (Maryland)
Maryland
$765K -$563 -5 -0.1%
NPT
929
Nixon Peabody Trust
Massachusetts
$754K – – –
BCP
930
Berkeley Capital Partners
Georgia
$752K +$739K +6,557 New
NERM
931
New England Research & Management
Illinois
$751K +$163K +1,450 +28%
BWM
932
Biltmore Wealth Management
Arizona
$749K +$113 +1 +0%
BFA
933
Bragg Financial Advisors
North Carolina
$745K -$81.7K -725 -10%
GXMC
934
Global X Management Company
New York
$743K +$120K +1,062 +20%
MME
935
Meag Munich Ergo
Germany
$740K -$13.5M -119,653 -95%
KB
936
Kimelman & Baird
New York
$734K – – –
TCM
937
Traynor Capital Management
Pennsylvania
$733K -$25.6K -227 -3%
WI
938
WrapManager Inc
California
$730K +$41.2K +366 +6%
PAM
939
Premier Asset Management
Illinois
$727K – – –
MFWM
940
Motley Fool Wealth Management
Virginia
$722K +$106K +943 +18%
ZIC
941
ZWJ Investment Counsel
Georgia
$721K +$104K +920 +17%
OI
942
Oakbrook Investments
Illinois
$711K -$19.4M -171,790 -97%
GCC
943
Guardian Capital (Canada)
Ontario, Canada
$711K +$395K +3,505 +130%
DCM
944
Dimension Capital Management
Florida
$711K +$699K +6,200 New
CBU
945
CIBC Bank USA
Illinois
$710K -$57.6K -511 -8%
HFS
946
Haverford Financial Services
Pennsylvania
$710K – – –
FBT
947
First Bankers Trust
Kentucky
$707K -$11.3K -100 -2%
BAAM
948
Baker Avenue Asset Management
California
$700K -$403K -3,578 -37%
BFM
949
Boston Financial Management
Massachusetts
$699K -$28.1K -249 -4%
QAM
950
Quantres Asset Management
Cayman Islands
$699K +$687K +6,100 New
36 37
38
39 40