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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
WSC
1026
Wellington Shields & Co
New York
$743K +$136K +1,500 +20%
BCM
1027
BluePath Capital Management
Georgia
$743K +$245K +2,703 +44%
SIM
1028
Studio Investment Management
Illinois
$739K +$146K +1,607 +22%
BFIM
1029
Beese Fulmer Investment Management
Ohio
$738K -$8.42K -93 -1%
I
1030
InceptionR
California
$737K +$800K +8,828 New
CC
1031
Carlson Capital
Texas
$735K +$797K +8,800 New
CCM
1032
Coldstream Capital Management
Washington
$734K -$146K -1,615 -16%
MWM
1033
Mission Wealth Management
California
$734K -$273K -3,010 -26%
BBI
1034
Baxter Bros Inc
Connecticut
$734K -$159K -1,750 -17%
SFS
1035
Sharp Financial Services
Pennsylvania
$729K +$605K +6,685 +328%
SWGC
1036
Summit Wealth Group (Colorado)
Colorado
$725K -$1.02M -11,271 -71%
BFS
1037
Bard Financial Services
Connecticut
$725K +$104K +1,150 +15%
PWAM
1038
Pinnacle West Asset Management
Wyoming
$723K +$142K +1,570 +22%
PFGIA
1039
Patriot Financial Group Insurance Agency
Massachusetts
$719K +$67.8K +748 +10%
MWM
1040
Modern Wealth Management
Kansas
$718K -$16.2K -179 -2%
CAM
1041
Cidel Asset Management
Ontario, Canada
$718K +$95.3K +1,052 +14%
HWAM
1042
Hennion & Walsh Asset Management
New Jersey
$716K -$310K -3,421 -29%
ACL
1043
Applied Capital LLC
Florida
$714K -$8.33K -92 -1%
TBC
1044
Tweedy, Browne Co
Connecticut
$714K +$774K +8,546 New
AIM
1045
Access Investment Management
Georgia
$710K +$59.8K +660 +8%
CWM
1046
Crowley Wealth Management
Delaware
$710K -$25.2K -278 -3%
EWM
1047
Empirical Wealth Management
Washington
$708K -$474K -5,230 -38%
BAM
1048
Berkshire Asset Management
Pennsylvania
$708K -$55.3K -611 -7%
LIM
1049
Longfellow Investment Management
Massachusetts
$707K – – –
FLPIM
1050
F.L. Putnam Investment Management
Massachusetts
$705K -$97.2K -1,073 -11%
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