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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
FG
1226
Fiduciary Group
Georgia
$610K -$50.6K -487 -8%
WBC
1227
Westpac Banking Corp
Australia
$610K -$559K -5,374 -49%
CC
1228
Clearwave Capital
California
$610K +$13.2K +127 +2%
FWM
1229
Forteris Wealth Management
New York
$608K -$24.3K -234 -4%
CIS
1230
Capital International Sarl
California
$607K – – –
CFC
1231
Coyle Financial Counsel
Illinois
$606K -$8.63K -83 -1%
GAM
1232
Griffin Asset Management
New York
$602K +$55.6K +535 +11%
ABC
1233
Anchor Bay Capital
California
$601K +$596K +5,738 New
PCA
1234
Prosperity Capital Advisors
Ohio
$600K -$153K -1,470 -21%
SOS
1235
Silver Oak Securities
Tennessee
$599K +$7.8K +75 +1%
NFC
1236
Northstar Financial Companies
Pennsylvania
$598K +$217K +2,084 +60%
HFS
1237
Howard Financial Services
Texas
$598K +$162K +1,558 +39%
GCP
1238
GSA Capital Partners
United Kingdom
$595K +$575K +5,531 New
MDA
1239
Minot DeBlois Advisors
Massachusetts
$594K +$15.7K +151 +3%
JFG
1240
Jefferies Financial Group
New York
$594K +$575K +5,527 New
WMP
1241
Wealth Management Partners
Arizona
$593K -$123K -1,185 -18%
FNB
1242
Farmers National Bank
Kentucky
$592K -$76.3K -734 -12%
SW
1243
SteelPeak Wealth
California
$591K -$835K -8,034 -59%
KCM
1244
Kanawha Capital Management
Virginia
$587K – – –
SFGP
1245
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$587K +$2.29K +22 +0.4%
CAAS
1246
Capital Asset Advisory Services
Michigan
$585K +$565K +5,439 New
JIC
1247
Joel Isaacson & Co
New York
$585K +$104 +1 +0%
DE
1248
Diversified Enterprises
Delaware
$583K +$2.6K +25 +0.5%
PWP
1249
Principle Wealth Partners
Connecticut
$581K +$1.56K +15 +0.3%
LAM
1250
Lewis Asset Management
California
$580K +$130K +1,253 +30%
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50
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