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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1026
Parallel Advisors
California
$559K +$52.7K +497 +11%
DWM
1027
Doyle Wealth Management
Florida
$558K +$10.6K +100 +2%
PP
1028
PagnatoKarp Partners
Virginia
$557K +$18.3K +173 +4%
RIM
1029
Redwood Investment Management
Arizona
$556K +$767K +7,228 New
SIM
1030
Stratos Investment Management
Ohio
$555K +$527K +4,969 New
APA
1031
American Portfolios Advisors
New York
$554K +$109K +1,025 +26%
IG
1032
ING Group
Netherlands
$546K +$22.5K +212 +5%
AQA
1033
Alpha Quant Advisors
Texas
$546K +$25.8K +243 +5%
HFS
1034
Haverford Financial Services
Pennsylvania
$545K +$52.9K +499 +11%
KA
1035
Kovack Advisors
Florida
$542K +$40.2K +379 +8%
V
1036
VeraBank
Texas
$541K -$13.3K -125 -3%
SXL
1037
Summit X LLC
Missouri
$540K -$991K -9,347 -66%
SC
1038
Saturna Capital
Washington
$540K -$632K -5,963 -55%
SAM
1039
Shamrock Asset Management
Texas
$540K -$2.33K -22 -0.5%
IAMOG
1040
Investors Asset Management of Georgia
Georgia
$540K +$26.5K +250 +5%
CIAS
1041
Capital Investment Advisory Services
North Carolina
$539K -$25.9K -244 -5%
BO
1042
Bank OZK
Arkansas
$538K – – –
LBD
1043
Landsberg Bennett & Dubbaneh
Florida
$537K -$7K -66 -1%
TFS
1044
TrustCore Financial Services
Tennessee
$537K +$510K +4,809 New
AOWM
1045
Alpha Omega Wealth Management
Virginia
$536K +$27.3K +257 +6%
OWA
1046
Outlook Wealth Advisors
Texas
$531K -$203K -1,915 -29%
GC
1047
Grace Capital
Massachusetts
$525K +$10.6K +100 +2%
LCM
1048
Liberty Capital Management
Michigan
$520K – – –
VWM
1049
Venturi Wealth Management
Texas
$519K -$172K -1,619 -26%
EWM
1050
Evermay Wealth Management
Virginia
$516K +$67.9K +640 +16%
40 41
42
43 44