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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
1001
NWAM LLC
Washington
$640K -$36.1K -307 -5%
FCMT
1002
Founders Capital Management (Texas)
Texas
$639K +$4.12K +35 +0.6%
HFS
1003
Haverford Financial Services
Pennsylvania
$637K -$3.65K -31 -0.6%
DWM
1004
Doyle Wealth Management
Florida
$636K +$11.8K +100 +2%
NC
1005
NewSquare Capital
Pennsylvania
$635K – – –
LWM
1006
Lyell Wealth Management
California
$633K -$76.5K -650 -11%
AC
1007
Abbrea Capital
California
$633K -$27.7K -235 -4%
PP
1008
PagnatoKarp Partners
Virginia
$630K +$47.3K +402 +8%
CTA
1009
Colonial Trust Advisors
South Carolina
$626K – – –
TBNY
1010
Trustco Bank (New York)
New York
$623K – – –
JIC
1011
Johnson Investment Counsel
Ohio
$622K -$50.4K -428 -7%
HSA
1012
HBK Sorce Advisory
Pennsylvania
$620K -$7.53K -64 -1%
HPC
1013
HM Payson & Co
Maine
$617K -$34K -289 -5%
DWM
1014
Darwin Wealth Management
Florida
$614K -$5.18K -44 -0.8%
AFP
1015
Ausdal Financial Partners
Iowa
$609K +$1.76K +15 +0.3%
SMC
1016
Smith, Moore & Co
Missouri
$607K -$76.1K -647 -11%
AIM
1017
ARK Investment Management
Florida
$603K -$31.9K -271 -5%
PFT
1018
Providence First Trust
Arizona
$603K -$13.4K -114 -2%
CPA
1019
Clear Perspective Advisors
Illinois
$603K – – –
CCP
1020
Corient Capital Partners
California
$600K – – –
AWM
1021
Altium Wealth Management
New York
$600K +$210K +1,782 +53%
PL
1022
Perpetual Ltd
Australia
$597K – – –
FHA
1023
Flagship Harbor Advisors
Massachusetts
$596K -$1.76K -15 -0.3%
APA
1024
American Portfolios Advisors
New York
$595K +$33.9K +288 +6%
AAM
1025
AR Asset Management
California
$595K – – –
39 40
41
42 43