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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
976
Wealth Alliance
New York
$909K +$149K +1,492 +22%
AWM
977
Aevitas Wealth Management
Massachusetts
$907K +$4.09K +41 +0.5%
AIA
978
AIMZ Investment Advisors
California
$898K – – –
ACWM
979
Adams Chetwood Wealth Management
North Carolina
$896K -$21.5K -215 -3%
DPIM
980
Duff & Phelps Investment Management
Illinois
$893K – – –
BWP
981
Baldwin Wealth Partners
Massachusetts
$890K -$5.49K -55 -0.7%
VIA
982
Vident Investment Advisory
Georgia
$890K +$799K +8,009 New
SACTSONJ
983
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$889K – – –
GF
984
Gabelli Funds
New York
$889K +$200K +2,000 +33%
LC
985
Lincoln Capital
Nebraska
$879K -$8.98K -90 -1%
LCM
986
Logan Capital Management
Pennsylvania
$876K -$3.49K -35 -0.4%
SFG
987
SevenBridge Financial Group
Pennsylvania
$876K -$898 -9 -0.1%
FHB
988
First Hawaiian Bank
Hawaii
$864K -$226K -2,261 -23%
GBT
989
Grove Bank & Trust
Florida
$863K +$247K +2,476 +47%
TSWM
990
Triangle Securities Wealth Management
North Carolina
$855K +$45.3K +454 +6%
KMWM
991
Keudell/Morrison Wealth Management
Oregon
$849K +$102K +1,020 +15%
MFG
992
Merit Financial Group
Georgia
$839K +$14.3K +143 +2%
MA
993
Modus Advisors
Minnesota
$836K +$257K +2,572 +52%
COF
994
Capital One Financial
Virginia
$831K -$191K -1,916 -20%
CS
995
Cannell & Spears
New York
$831K +$119K +1,190 +19%
PAM
996
Premier Asset Management
Illinois
$825K -$4.07M -40,800 -85%
DI
997
Diligent Investors
California
$823K +$5.29K +53 +0.7%
CCA
998
Checchi Capital Advisers
California
$823K +$64.6K +647 +10%
SWM
999
SeaCrest Wealth Management
New York
$820K +$119K +1,197 +19%
VCM
1000
Virtue Capital Management
Tennessee
$819K +$735K +7,363 New
38 39
40
41 42