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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1201
Sonora Investment Management
Arizona
$77K – – –
MIFH
1202
Migdal Insurance & Financial Holdings
Israel
$75K -$32.9K -308 -31%
HR
1203
Howe & Rusling
New York
$70K +$53.4K +500 +385%
FC
1204
Ferris Capital
Massachusetts
$70K +$67.3K +630 New
MSFP
1205
Mark Sheptoff Financial Planning
Connecticut
$69K -$107 -1 -0.2%
WC
1206
Whitnell & Co
Illinois
$66K – – –
WIM
1207
Westside Investment Management
California
$65.2K -$14.6K -137 -19%
SIMG
1208
Stephens Investment Management Group
Texas
$62K +$25.1K +235 +71%
RWM
1209
Raffa Wealth Management
District of Columbia
$61.4K – – –
ATC
1210
Adirondack Trust Company
New York
$61K -$5.88K -55 -9%
TDC
1211
Thompson Davis & Co
Virginia
$61K – – –
PFSC
1212
Peoples Financial Services Corp
Pennsylvania
$55K – – –
GAM
1213
Gemmer Asset Management
California
$53K -$1.07K -10 -2%
WA
1214
Winfield Associates
Ohio
$52K – – –
WPA
1215
West Paces Advisors
Georgia
$50.1K – – –
DSC
1216
Duncker Streett & Co
Missouri
$50K – – –
PMFA
1217
Plante Moran Financial Advisors
Michigan
$47K +$4.06K +38 +10%
AIM
1218
Advantage Investment Management
Iowa
$45K +$428 +4 +1%
RFWA
1219
RPg Family Wealth Advisory
Massachusetts
$41.6K – – –
SIC
1220
Salem Investment Counselors
North Carolina
$40K +$6.84K +64 +21%
MMG
1221
Monetary Management Group
Missouri
$40K +$27.8K +260 +260%
TRCT
1222
Tower Research Capital (TRC)
New York
$40K +$27.9K +261 +261%
KPCM
1223
Kings Point Capital Management
New York
$39K – – –
GBT
1224
Grove Bank & Trust
Florida
$35K +$18.7K +175 +125%
MLFP
1225
MPS Loria Financial Planners
Illinois
$35K +$33K +309 New
47 48
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