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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
DLA
1001
Douglas Lane & Associates
New York
$679K -$71.5K -625 -10%
SNT
1002
Security National Trust
West Virginia
$678K -$11.4K -100 -2%
FIB
1003
First Interstate Bank
Montana
$675K +$1.14K +10 +0.2%
SCM
1004
Southport Capital Management
Tennessee
$672K +$15.6K +136 +2%
HPC
1005
HM Payson & Co
Maine
$670K +$4.12K +36 +0.6%
PAS
1006
Park Avenue Securities
New York
$666K +$635K +5,557 New
WP
1007
WealthSource Partners
California
$663K +$124K +1,082 +24%
DAC
1008
Dividend Assets Capital
South Carolina
$662K +$28.1K +246 +5%
ASN
1009
Advisory Services Network
Georgia
$661K – – –
IG
1010
ING Group
Netherlands
$660K +$178K +1,557 +39%
MSS
1011
Mitchell Sinkler & Starr
Pennsylvania
$658K -$194K -1,700 -24%
KA
1012
Kovack Advisors
Florida
$656K -$800 -7 -0.1%
EWF
1013
Epstein & White Financial
California
$654K +$134K +1,175 +28%
FNBOSM
1014
First National Bank of South Miami
Florida
$648K – – –
RI
1015
Ridgewood Investments
New Jersey
$644K -$31.2K -273 -5%
KF
1016
Krilogy Financial
Missouri
$640K -$75.3K -659 -11%
WKWM
1017
Walter & Keenan Wealth Management
Indiana
$639K +$198K +1,730 +48%
GBT
1018
Grove Bank & Trust
Florida
$636K +$67.1K +587 +12%
CTA
1019
Colonial Trust Advisors
South Carolina
$635K -$2.17K -19 -0.4%
BG
1020
Bollard Group
Massachusetts
$635K +$4.8K +42 +0.8%
DWM
1021
Darwin Wealth Management
Florida
$632K -$19.9K -174 -3%
BWAM
1022
Boyd Watterson Asset Management
Ohio
$631K – – –
FCMT
1023
Founders Capital Management (Texas)
Texas
$620K -$34.3K -300 -5%
FWCM
1024
Ferguson Wellman Capital Management
Oregon
$617K -$16.7K -146 -3%
ZIC
1025
ZWJ Investment Counsel
Georgia
$613K -$78.9K -690 -12%
39 40
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