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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1026
IFP Advisors
Florida
$614K +$28.7K +277 +5%
SYBT
1027
Stock Yards Bank & Trust
Kentucky
$611K -$8.6K -83 -1%
WJWM
1028
Williams Jones Wealth Management
New York
$610K +$8.29K +80 +1%
FFC
1029
First Financial Corp
Indiana
$605K +$14.2K +137 +2%
CPA
1030
Clear Perspective Advisors
Illinois
$605K +$27.6K +266 +4%
MFG
1031
Magnus Financial Group
New York
$605K +$671K +6,472 New
FIM
1032
Fernwood Investment Management
Massachusetts
$604K – – –
PTC
1033
Private Trust Company
Ohio
$604K +$17.3K +167 +3%
PFA
1034
Pinnacle Family Advisors
Missouri
$602K +$638K +6,158 New
GTAM
1035
Global Trust Asset Management
Florida
$599K +$401K +3,867 +171%
CCP
1036
Cardan Capital Partners
Colorado
$598K +$3.21K +31 +0.5%
EH
1037
Equitable Holdings
New York
$595K +$238K +2,297 +56%
AWM
1038
Avior Wealth Management
Nebraska
$594K -$131K -1,260 -16%
NFG
1039
Next Financial Group
Texas
$592K -$37.3K -360 -5%
ANRIA
1040
American National Registered Investment Advisor
Texas
$592K -$20.2K -195 -3%
CS
1041
Cannell & Spears
New York
$587K -$6.42K -62 -1%
WMSA
1042
Weiss Multi-Strategy Advisers
New York
$587K +$651K +6,282 New
NB
1043
NBT Bank
New York
$585K -$114K -1,103 -15%
LOAME
1044
Lombard Odier Asset Management (Europe)
United Kingdom
$585K -$96.4K -930 -13%
DIP
1045
DT Investment Partners
Pennsylvania
$582K -$3.3M -31,834 -84%
AFS
1046
Axiom Financial Strategies
Indiana
$580K +$643K +6,205 New
SWM
1047
SeaCrest Wealth Management
New York
$578K +$24.9K +240 +4%
ESBC
1048
E.S. Barr & Co
Kentucky
$577K -$7.46K -72 -1%
CTI
1049
Community Trust & Investment
Kentucky
$577K – – –
TFS
1050
TrustCore Financial Services
Tennessee
$576K +$14.3K +138 +2%
40 41
42
43 44