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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
1051
JNBA Financial Advisors
Minnesota
$99K -$77K -750 -42%
PFO
1052
Pathstone Family Office
New Jersey
$98K – – –
HIM
1053
Hillsdale Investment Management
Ontario, Canada
$97K -$51.3K -500 -33%
NYLIM
1054
New York Life Investment Management
New York
$97K – – –
TF
1055
Tompkins Financial
New York
$95K -$2.05K -20 -2%
SHJ
1056
Sharkey, Howes & Javer
Colorado
$92K +$97.5K +950 New
FA
1057
Friess Associates
Delaware
$91K – – –
VIA
1058
Vantage Investment Advisors
Pennsylvania
$88K +$46.6K +454 +100%
KA
1059
Klingman & Associates
New York
$85K +$27.4K +267 +44%
OC
1060
Oakworth Capital
Alabama
$81K – – –
CCS
1061
Crosspoint Capital Strategies
California
$75K -$213K -2,075 -73%
SNT
1062
Security National Trust
West Virginia
$73K – – –
WOC
1063
West Oak Capital
California
$71K – – –
CFA
1064
CT Financial Advisors
Pennsylvania
$70.3K – – –
JIC
1065
Joel Isaacson & Co
New York
$68K +$5.13K +50 +8%
CG
1066
Colony Group
Massachusetts
$66K -$12.1M -117,994 -99%
BCM
1067
Blume Capital Management
California
$58K – – –
IC
1068
IKOS CIF
Cyprus
$54K -$424K -4,134 -88%
MSFP
1069
Mark Sheptoff Financial Planning
Connecticut
$53K -$3.08K -30 -5%
BAM
1070
Bruderman Asset Management
New York
$51K +$53.8K +524 New
PVH
1071
Psagot Value Holdings
Israel
$48K -$92.3K -900 -64%
PSI
1072
Pinnacle Summer Investments
Virginia
$48K – – –
IMS
1073
Index Management Solutions
Pennsylvania
$46K -$24.8K -242 -34%
ASN
1074
Advisory Services Network
Georgia
$46K +$28.8K +281 +144%
SIA
1075
Stancorp Investment Advisers
Oregon
$44K -$30.8K -300 -40%
41 42
43
44 45