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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1101
Jacobus Wealth Management
Wisconsin
$161K +$148K +1,525 New
ADL
1102
Asset Dedication LLC
California
$158K -$78.2K -805 -35%
Cohen & Steers
1103
Cohen & Steers
New York
$158K -$19.4K -200 -12%
AIM
1104
Arcadia Investment Management
Michigan
$154K
GBBWRPM
1105
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$153K +$389 +4 +0.3%
KT
1106
Kanaly Trust
Texas
$142K -$10.6K -109 -8%
PAI
1107
Pittenger & Anderson Inc
Nebraska
$140K -$332K -3,420 -72%
TWA
1108
TCI Wealth Advisors
Arizona
$134K -$292 -3 -0.2%
OSNBOA
1109
Old Second National Bank of Aurora
Illinois
$129K
SCA
1110
Stuart Chaussee & Associates
California
$127K
VCM
1111
Vigilant Capital Management
Maine
$123K
ASN
1112
Advisory Services Network
Georgia
$108K +$9.62K +99 +11%
FFC
1113
First Financial Corp
Indiana
$108K +$14.6K +150 +17%
TF
1114
Tompkins Financial
New York
$106K
HCP
1115
Holt Capital Partners
Texas
$105K +$97.2K +1,000 New
SHJ
1116
Sharkey, Howes & Javer
Colorado
$100K
FA
1117
Friess Associates
Delaware
$99K
FANJ
1118
Financial Architects (New Jersey)
New Jersey
$99K +$90.8K +934 New
NC
1119
Northpointe Capital
Michigan
$99K +$90.9K +935 New
FPB
1120
First PREMIER Bank
South Dakota
$84K
SIM
1121
Sonora Investment Management
Arizona
$84K +$875 +9 +1%
SNT
1122
Security National Trust
West Virginia
$83K
JFA
1123
JNBA Financial Advisors
Minnesota
$81K
QCG
1124
Quadrant Capital Group
Ohio
$79K +$6.41K +66 +9%
JIC
1125
Joel Isaacson & Co
New York
$78K