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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
1001
Pathstone Family Office
New Jersey
$99K – – –
TF
1002
Tompkins Financial
New York
$98K – – –
CLM
1003
ClearBridge LLC (Maryland)
Maryland
$96K – – –
FA
1004
Friess Associates
Delaware
$92K – – –
FMB
1005
Field & Main Bank
Kentucky
$91K +$9.94K +100 +12%
TRCT
1006
Tower Research Capital (TRC)
New York
$89K +$73.5K +740 +454%
OC
1007
Oakworth Capital
Alabama
$78K – – –
SNT
1008
Security National Trust
West Virginia
$75K – – –
HCC
1009
Hirtle Callaghan & Co
Pennsylvania
$74K – – –
WOC
1010
West Oak Capital
California
$71.9K – – –
GSC
1011
Ground Swell Capital
South Carolina
$67K -$11K -111 -14%
JIC
1012
Joel Isaacson & Co
New York
$64K – – –
BCM
1013
Blume Capital Management
California
$59K – – –
CCS
1014
Crosspoint Capital Strategies
California
$59K +$59.6K +600 New
OCM
1015
One Capital Management
California
$59K +$59.7K +601 New
MSFP
1016
Mark Sheptoff Financial Planning
Connecticut
$57K -$15.9K -160 -22%
WEC
1017
Winslow Evans & Crocker
Massachusetts
$55K +$21.6K +217 +63%
PSI
1018
Pinnacle Summer Investments
Virginia
$52K – – –
GGPS
1019
Gary Goldberg Planning Services
New York
$51K +$99 +1 +0.2%
PC
1020
Pier Capital
Connecticut
$51K +$51.1K +514 New
ST
1021
SpiderRock Trading
Illinois
$49K – – –
FFC
1022
First Financial Corp
Indiana
$47K – – –
VIA
1023
Vantage Investment Advisors
Pennsylvania
$45K – – –
NES
1024
New England Securities
New York
$43K -$9.94K -100 -19%
IMS
1025
Index Management Solutions
Pennsylvania
$42K +$3.48K +35 +9%
39 40
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