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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
976
AMI Investment Management
Indiana
$124K +$116K +1,177 New
WA
977
Waverly Advisors
Alabama
$120K +$6.5K +66 +6%
SNT
978
Security National Trust
West Virginia
$113K +$47.7K +484 +81%
TF
979
Tompkins Financial
New York
$111K – – –
PFO
980
Pathstone Family Office
New Jersey
$106K -$11.3K -115 -10%
FA
981
Friess Associates
Delaware
$99K +$3.94K +40 +4%
ST
982
Stifel Trust
Missouri
$95K -$2.46K -25 -3%
JG
983
Jefferies Group
New York
$94K -$2.37M -24,034 -96%
IMS
984
Index Management Solutions
Pennsylvania
$91K +$20.3K +206 +31%
FMB
985
Field & Main Bank
Kentucky
$87K +$81.3K +825 New
OC
986
Oakworth Capital
Alabama
$85K +$79.3K +805 New
ASN
987
Advisory Services Network
Georgia
$85K +$79.8K +810 New
WOC
988
West Oak Capital
California
$76.9K – – –
TFA
989
Transamerica Financial Advisors
Florida
$71K -$464K -4,712 -88%
TWA
990
TCI Wealth Advisors
Arizona
$69K -$11.6K -118 -15%
MAS
991
Madden Advisory Services
Florida
$69K +$63.3K +643 +5,358%
JIC
992
Joel Isaacson & Co
New York
$68K – – –
HCP
993
Holt Capital Partners
Texas
$66K +$61.6K +625 New
IC
994
IKOS CIF
Cyprus
$66K +$62.4K +633 New
BCM
995
Blume Capital Management
California
$63K +$59.1K +600 New
PSI
996
Pinnacle Summer Investments
Virginia
$56K +$49.3K +500 +1,471%
GGPS
997
Gary Goldberg Planning Services
New York
$54K +$197 +2 +0.4%
KCPG
998
Kavar Capital Partners Group
Kansas
$54K +$50.9K +517 New
M
999
MOTCO
Texas
$46K +$9.85K +100 +29%
NES
1000
New England Securities
New York
$46K +$18.4K +187 +74%
38 39
40
41 42