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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1126
Nelson Capital Management
California
$149K +$59K +540 +66%
TWA
1127
TCI Wealth Advisors
Arizona
$139K – – –
ADL
1128
Asset Dedication LLC
California
$133K – – –
SCA
1129
Stuart Chaussee & Associates
California
$133K – – –
OSNBOA
1130
Old Second National Bank of Aurora
Illinois
$130K – – –
CAW
1131
Cornerstone Advisors (Washington)
Washington
$127K +$86.4K +791 +216%
FANJ
1132
Financial Architects (New Jersey)
New Jersey
$124K +$22.1K +202 +22%
VCM
1133
Vigilant Capital Management
Maine
$123K -$4.92K -45 -4%
HCC
1134
Hirtle Callaghan & Co
Pennsylvania
$123K +$123K +1,129 New
SNT
1135
Security National Trust
West Virginia
$120K +$4.37K +40 +4%
LOCC
1136
Lombard Odier & Cie (Canada)
Quebec, Canada
$120K +$120K +1,100 New
TF
1137
Tompkins Financial
New York
$110K – – –
CF
1138
CenterStar Fund
Illinois
$108K – – –
SHJ
1139
Sharkey, Howes & Javer
Colorado
$104K – – –
ACM
1140
Americafirst Capital Management
California
$104K – – –
FA
1141
Friess Associates
Delaware
$103K – – –
FPB
1142
First PREMIER Bank
South Dakota
$98K +$10.9K +100 +13%
AP
1143
Advisors Preferred
Maryland
$97K +$83.2K +762 +610%
KA
1144
Klingman & Associates
New York
$93K +$16.4K +150 +21%
QCG
1145
Quadrant Capital Group
Ohio
$92K -$3.39K -31 -3%
IIC
1146
Integrated Investment Consultants
Michigan
$92K – – –
WP
1147
WealthPLAN Partners
Nebraska
$91.1K -$89.5K -819 -49%
PFBT
1148
Parkside Financial Bank & Trust
Missouri
$89K +$1.86K +17 +2%
WOC
1149
West Oak Capital
California
$83.4K +$3.39K +31 +4%
JIC
1150
Joel Isaacson & Co
New York
$77K -$3.82K -35 -5%
44 45
46
47 48