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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1201
Macroview Investment Management
Maryland
$61K +$21.9K +200 +54%
RWM
1202
Raffa Wealth Management
District of Columbia
$59.6K -$5.79K -53 -9%
TDC
1203
Thompson Davis & Co
Virginia
$59K – – –
AII
1204
AGF Investments Inc
Ontario, Canada
$57K +$36.1K +330 +165%
MRCM
1205
M&R Capital Management
New Jersey
$56K -$10.9K -100 -16%
PFSC
1206
Peoples Financial Services Corp
Pennsylvania
$54K -$16.4K -150 -23%
GAM
1207
Gemmer Asset Management
California
$53K +$12K +110 +29%
WA
1208
Winfield Associates
Ohio
$51K -$1.64K -15 -3%
DSC
1209
Duncker Streett & Co
Missouri
$49K +$21.9K +200 +78%
WPA
1210
West Paces Advisors
Georgia
$48.6K – – –
KF
1211
Krilogy Financial
Missouri
$46K – – –
TWMP
1212
Taylor Wealth Management Partners
Massachusetts
$46K – – –
MWM
1213
Mascoma Wealth Management
New Hampshire
$43K – – –
AIM
1214
Advantage Investment Management
Iowa
$43K +$765 +7 +2%
PMFA
1215
Plante Moran Financial Advisors
Michigan
$41K -$10.8K -99 -20%
RFWA
1216
RPg Family Wealth Advisory
Massachusetts
$40.3K +$41.1K +376 New
KPCM
1217
Kings Point Capital Management
New York
$38K – – –
PAI
1218
Pittenger & Anderson Inc
Nebraska
$38K – – –
WEC
1219
Winslow Evans & Crocker
Massachusetts
$36.8K – – –
SIMG
1220
Stephens Investment Management Group
Texas
$35K – – –
HWM
1221
Holloway Wealth Management
Florida
$33K – – –
JCM
1222
Jacobi Capital Management
Pennsylvania
$33K +$14K +128 +70%
CIA
1223
Cascade Investment Advisors
Oregon
$32.2K -$24.6K -225 -43%
SIC
1224
Salem Investment Counselors
North Carolina
$32K -$3.39K -31 -9%
CCM
1225
Cribstone Capital Management
Maine
$32K +$546 +5 +2%
47 48
49
50 51