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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
AA
951
ALPS Advisors
Colorado
$695K +$68.5K +608 +11%
RCAMU
952
Rothschild & Co Asset Management US
Connecticut
$694K +$70.2K +623 +11%
MFIMFI
953
Mesirow Financial Investment Management - Fixed Income
Illinois
$689K
SFA
954
Sequoia Financial Advisors
Ohio
$686K +$14.6K +130 +2%
CPA
955
Clear Perspective Advisors
Illinois
$681K +$670K +5,944 New
YWP
956
YorkBridge Wealth Partners
New York
$676K +$655K +5,812 New
MCM
957
Monarch Capital Management
Indiana
$674K -$22.5K -200 -3%
SCM
958
Southport Capital Management
Tennessee
$670K +$659K +5,847 New
ISL
959
Ingalls & Snyder LLC
New York
$668K +$45.1K +400 +7%
PWM
960
Perigon Wealth Management
California
$666K +$185K +1,642 +36%
SAM
961
Shamrock Asset Management
Texas
$659K -$65.2K -579 -9%
MC
962
Middleton & Co
Massachusetts
$656K -$11.5K -102 -2%
TBNY
963
Trustco Bank (New York)
New York
$646K
MBT
964
Monroe Bank & Trust
Michigan
$644K -$25.1K -223 -4%
IFAM
965
Institutional & Family Asset Management
Colorado
$634K +$21.6K +192 +4%
GLRA
966
Gerald L. Ray & Associates
Texas
$632K
FWM
967
Frontier Wealth Management
Missouri
$629K -$162K -1,438 -21%
CTA
968
Colonial Trust Advisors
South Carolina
$628K +$1.24K +11 +0.2%
BFS
969
Bradley Foster & Sargent
Connecticut
$627K
BWAM
970
Boyd Watterson Asset Management
Ohio
$624K +$5.3K +47 +0.9%
FFS
971
Founders Financial Securities
Maryland
$621K -$10.4K -92 -2%
GCA
972
Gideon Capital Advisors
New York
$620K +$609K +5,406 New
FWCM
973
Ferguson Wellman Capital Management
Oregon
$618K +$134K +1,189 +28%
SFG
974
SNS Financial Group
Minnesota
$615K +$338K +2,997 +127%
PWMAG
975
Pinnacle Wealth Management Advisory Group
New Jersey
$604K +$3.94K +35 +0.7%