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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
1001
Partnervest Advisory Services
California
$410K +$89.7K +821 +27%
AGM
1002
Alpine Global Management
New York
$409K +$416K +3,810 New
TNB
1003
Thomasville National Bank
Georgia
$409K +$417K +3,819 New
AIM
1004
Arcadia Investment Management
Michigan
$405K +$101K +920 +32%
VIA
1005
Vantage Investment Advisors
Pennsylvania
$402K +$331K +3,032 +426%
1IA
1006
1834 Investment Advisors
Wisconsin
$397K – – –
RBC
1007
Roble Belko & Company
Pennsylvania
$391K -$3.82K -35 -1%
KWM
1008
Kingsview Wealth Management
Oregon
$390K +$397K +3,635 New
SC
1009
Savant Capital
Illinois
$389K +$109 +1 +0%
FMWA
1010
Forvis Mazars Wealth Advisors
Missouri
$389K +$154K +1,412 +64%
VCM
1011
Versant Capital Management
Arizona
$388K -$2.29K -21 -0.6%
NAMA
1012
Nikko Asset Management Americas
New York
$386K – – –
PAM
1013
PT Asset Management
Illinois
$386K – – –
PCMM
1014
Private Capital Management (Minnesota)
Minnesota
$386K +$43.7K +400 +13%
SI
1015
SII Investments
Wisconsin
$384K -$16K -146 -4%
BTIS
1016
BB&T Investment Services
North Carolina
$378K +$190K +1,743 +97%
AFP
1017
Ausdal Financial Partners
Iowa
$377K +$18.7K +171 +5%
SAA
1018
Southeast Asset Advisors
Georgia
$376K – – –
WA
1019
WFG Advisors
Texas
$376K +$104K +953 +37%
BWL
1020
Bogart Wealth LLC
Virginia
$372K +$60.1K +550 +19%
TBA
1021
Tower Bridge Advisors
Pennsylvania
$372K – – –
PIM
1022
Profit Investment Management
Maryland
$371K -$109K -1,000 -22%
SRC
1023
Shufro Rose & Co
New York
$371K -$7.21K -66 -2%
BWM
1024
Baystate Wealth Management
Massachusetts
$369K -$7.43K -68 -2%
OC
1025
Oakworth Capital
Alabama
$369K -$5.46K -50 -1%
39 40
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42 43