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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
YWP
976
YorkBridge Wealth Partners
New York
$823K -$99.1K -837 -11%
HFM
977
Hartford Financial Management
Connecticut
$821K +$1.89K +16 +0.2%
PCM
978
Parsons Capital Management
Rhode Island
$821K +$17.5K +148 +2%
DS
979
DRW Securities
Illinois
$813K +$823K +6,948 New
TIA
980
Trust Investment Advisors
Indiana
$812K – – –
CCA
981
Checchi Capital Advisers
California
$806K +$28.6K +242 +4%
TTWM
982
TCV Trust & Wealth Management
Virginia
$805K +$2.49K +21 +0.3%
WSTAM
983
Wilbanks Smith & Thomas Asset Management
Virginia
$802K -$12.8K -108 -2%
FAM
984
Fred Alger Management
New York
$798K – – –
PRWA
985
Platte River Wealth Advisors
Colorado
$795K +$909K +7,675 New
ACWM
986
Adams Chetwood Wealth Management
North Carolina
$794K +$803K +6,787 New
NIM
987
Nexus Investment Management
Ontario, Canada
$790K +$491K +4,150 +160%
LMAM
988
Legg Mason Asset Management
Japan
$787K +$39.1K +330 +5%
MYIA
989
Mount Yale Investment Advisors
Colorado
$786K +$89.3K +754 +11%
NFG
990
Next Financial Group
Texas
$784K -$25.8K -218 -3%
ACM
991
Aljian Capital Management
Nevada
$784K -$18.2K -154 -2%
PFO
992
Pathstone Family Office
New Jersey
$780K -$71.6K -605 -8%
SYBT
993
Stock Yards Bank & Trust
Kentucky
$776K +$70.9K +599 +10%
GT
994
Greenleaf Trust
Michigan
$770K -$25.7K -217 -3%
NPT
995
Nixon Peabody Trust
Massachusetts
$769K – – –
PWS
996
Private Wealth Strategies
Ohio
$766K +$775K +6,544 New
ANRIA
997
American National Registered Investment Advisor
Texas
$765K – – –
LB
998
Legacy Bridge
Iowa
$765K +$47.5K +401 +7%
JIM
999
Jupiter Investment Management
United Kingdom
$760K +$769K +6,500 New
FIM
1000
Fernwood Investment Management
Massachusetts
$757K -$11.8K -100 -2%
38 39
40
41 42