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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
PFSC
1051
Peoples Financial Services Corp
Pennsylvania
$113K – – –
SSG
1052
Summit Securities Group
New York
$107K -$20.5K -200 -15%
FMB
1053
Field & Main Bank
Kentucky
$104K +$15.4K +150 +16%
JFA
1054
JNBA Financial Advisors
Minnesota
$99K -$77K -750 -42%
PFO
1055
Pathstone Family Office
New Jersey
$98K – – –
HIM
1056
Hillsdale Investment Management
Ontario, Canada
$97K -$51.3K -500 -33%
NYLIM
1057
New York Life Investment Management
New York
$97K – – –
TF
1058
Tompkins Financial
New York
$95K -$2.05K -20 -2%
SHJ
1059
Sharkey, Howes & Javer
Colorado
$92K +$97.5K +950 New
FA
1060
Friess Associates
Delaware
$91K – – –
VIA
1061
Vantage Investment Advisors
Pennsylvania
$88K +$46.6K +454 +100%
KA
1062
Klingman & Associates
New York
$85K +$27.4K +267 +44%
OC
1063
Oakworth Capital
Alabama
$81K – – –
CCS
1064
Crosspoint Capital Strategies
California
$75K -$213K -2,075 -73%
SNT
1065
Security National Trust
West Virginia
$73K – – –
WOC
1066
West Oak Capital
California
$71K – – –
CFA
1067
CT Financial Advisors
Pennsylvania
$70.3K – – –
JIC
1068
Joel Isaacson & Co
New York
$68K +$5.13K +50 +8%
CG
1069
Colony Group
Massachusetts
$66K -$12.1M -117,994 -99%
BCM
1070
Blume Capital Management
California
$58K – – –
IC
1071
IKOS CIF
Cyprus
$54K -$424K -4,134 -88%
MSFP
1072
Mark Sheptoff Financial Planning
Connecticut
$53K -$3.08K -30 -5%
BAM
1073
Bruderman Asset Management
New York
$51K +$53.8K +524 New
PVH
1074
Psagot Value Holdings
Israel
$48K -$92.3K -900 -64%
PSI
1075
Pinnacle Summer Investments
Virginia
$48K – – –