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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
WOC
1076
West Oak Capital
California
$81.4K
CFA
1077
CT Financial Advisors
Pennsylvania
$80.6K +$76.5K +725 New
IMS
1078
Index Management Solutions
Pennsylvania
$80K +$30.7K +291 +68%
JIC
1079
Joel Isaacson & Co
New York
$72K
BCM
1080
Blume Capital Management
California
$67K
KA
1081
Klingman & Associates
New York
$67K +$63.9K +606 New
MSFP
1082
Mark Sheptoff Financial Planning
Connecticut
$64K
CHP
1083
Cable Hill Partners
Oregon
$64K +$61.4K +582 New
GGPS
1084
Gary Goldberg Planning Services
New York
$58K +$211 +2 +0.4%
ZTNA
1085
Zions Trust National Association
Utah
$56K +$38.3K +363 +250%
VIA
1086
Vantage Investment Advisors
Pennsylvania
$50K
MWP
1087
MYCIO Wealth Partners
Pennsylvania
$50K +$12.6K +119 +36%
PSI
1088
Pinnacle Summer Investments
Virginia
$49K -$3.59K -34 -6%
CFN
1089
Cordasco Financial Network
Florida
$46K
FA
1090
Financial Advantage
Maryland
$44K
PCM
1091
Prelude Capital Management
New York
$44K +$42.2K +400 New
GAM
1092
Gemmer Asset Management
California
$43K
TWA
1093
TCI Wealth Advisors
Arizona
$43K +$7.39K +70 +22%
FFC
1094
First Financial Corp
Indiana
$42K -$10.6K -100 -21%
NES
1095
New England Securities
New York
$40K -$7.91K -75 -17%
ATC
1096
Adirondack Trust Company
New York
$40K +$1.58K +15 +4%
KPCM
1097
Kings Point Capital Management
New York
$39K
HDIM
1098
Hanson & Doremus Investment Management
Vermont
$39K +$3.17K +30 +9%
WEC
1099
Winslow Evans & Crocker
Massachusetts
$38.1K -$22.8K -216 -39%
SIMG
1100
Stephens Investment Management Group
Texas
$37K