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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
1001
1834 Investment Advisors
Wisconsin
$337K -$18.4K -180 -5%
CG
1002
Caprock Group
Idaho
$337K +$43.2K +423 +14%
SAA
1003
Southeast Asset Advisors
Georgia
$337K +$358K +3,500 New
SI
1004
SII Investments
Wisconsin
$332K +$16K +157 +5%
OWP
1005
Obermeyer Wealth Partners
Colorado
$332K +$24.5K +240 +7%
CAMG
1006
CWA Asset Management Group
Florida
$331K +$352K +3,442 New
BRWA
1007
B. Riley Wealth Advisors
Florida
$329K +$20.3K +199 +6%
SBWM
1008
Sunflower Bank Wealth Management
Arizona
$327K – – –
WI
1009
WrapManager Inc
California
$327K +$347K +3,399 New
PWAP
1010
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$324K -$41.9K -410 -11%
SFG
1011
SNS Financial Group
Minnesota
$324K -$34.1K -334 -9%
CFG
1012
Citizens Financial Group
Rhode Island
$323K +$307K +3,005 New
SHA
1013
Smith Hayes Advisers
Nebraska
$322K -$14.7K -144 -4%
NB
1014
Nicolet Bankshares
Wisconsin
$322K +$353K +3,455 New
GLI
1015
Guardian Life Insurance
New York
$318K -$79.8K -781 -19%
GVT
1016
Genesee Valley Trust
New York
$318K -$13.5K -132 -4%
CF
1017
CenterStar Fund
Illinois
$318K – – –
CL
1018
Choreo LLC
Illinois
$318K +$6.03K +59 +2%
BOIA
1019
Bush ODonnell Investment Advisors
Missouri
$317K – – –
OHS
1020
Odey Holdings (Switzerland)
Switzerland
$313K -$35K -343 -10%
LCM
1021
LVM Capital Management
Michigan
$312K – – –
TG
1022
TLP Group
Illinois
$312K +$331K +3,241 New
WRM
1023
Weybosset Research & Management
Rhode Island
$311K +$2.96K +29 +0.9%
OIA
1024
Optimum Investment Advisors
Illinois
$309K +$23.5K +230 +8%
ATC
1025
Argent Trust Co
Tennessee
$309K +$94.9K +929 +41%
39 40
41
42 43