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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
1201
Global Retirement Partners
California
$118K +$116K +1,027 New
MIFH
1202
Migdal Insurance & Financial Holdings
Israel
$114K +$112K +992 New
IWM
1203
IHT Wealth Management
Illinois
$112K +$110K +976 New
SHJ
1204
Sharkey, Howes & Javer
Colorado
$109K – – –
PFBT
1205
Parkside Financial Bank & Trust
Missouri
$107K +$13K +115 +14%
TF
1206
Tompkins Financial
New York
$106K -$8.45K -75 -7%
FPB
1207
First PREMIER Bank
South Dakota
$102K – – –
IIC
1208
Integrated Investment Consultants
Michigan
$97K – – –
QCG
1209
Quadrant Capital Group
Ohio
$97K – – –
ACM
1210
Americafirst Capital Management
California
$96.9K -$11.6K -103 -11%
WAM
1211
Wolverine Asset Management
Illinois
$91K +$90.1K +800 New
RPG
1212
Risk Paradigm Group
Texas
$86K +$26.1K +232 +45%
WOC
1213
West Oak Capital
California
$83.9K -$3.49K -31 -4%
VIA
1214
Vantage Investment Advisors
Pennsylvania
$82K +$5.63K +50 +8%
JIC
1215
Joel Isaacson & Co
New York
$80K – – –
WB
1216
Webster Bank
Connecticut
$80K +$78.2K +694 New
HI
1217
Hudock Inc
Pennsylvania
$78K +$451 +4 +0.6%
AA
1218
Apriem Advisors
California
$77K +$75.3K +668 New
PIM
1219
Parasol Investment Management
Illinois
$76K – – –
MUS
1220
Mitsubishi UFJ Securities
Japan
$75K +$73.2K +650 New
MSFP
1221
Mark Sheptoff Financial Planning
Connecticut
$72K – – –
MRCM
1222
M&R Capital Management
New Jersey
$71K – – –
ATC
1223
Adirondack Trust Company
New York
$70K -$4.28K -38 -6%
PFSC
1224
Peoples Financial Services Corp
Pennsylvania
$70K – – –
RWM
1225
Raffa Wealth Management
District of Columbia
$69.7K +$36.6K +325 +115%
47 48
49
50 51