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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
B
1226
Bailard
California
$396K +$37.5K +376 +12%
ML
1227
McAdam LLC
Pennsylvania
$393K +$3.39K +34 +1%
TCB
1228
Texas Capital Bancshares
Texas
$393K +$12.7K +127 +4%
RM
1229
Resource Management
Louisiana
$392K -$40.3K -404 -10%
NP
1230
NorthRock Partners
Minnesota
$391K +$64.9K +650 +23%
HWA
1231
Heritage Wealth Advisors
Virginia
$389K +$100 +1 +0%
CFGS
1232
Concourse Financial Group Securities
Alabama
$389K -$42.2K -423 -11%
RBC
1233
Roble Belko & Company
Pennsylvania
$381K – – –
ITIM
1234
Indiana Trust & Investment Management
Indiana
$380K – – –
SC
1235
Savant Capital
Illinois
$379K -$8.48K -85 -2%
TCBWMS
1236
Texas Capital Bank Wealth Management Services
Texas
$375K -$85.9K -861 -20%
TWI
1237
Thomas White International
Illinois
$375K – – –
IA
1238
IFG Advisors
Missouri
$375K +$3.19K +32 +1%
CA
1239
Capital Advantage
California
$373K -$58.1K -582 -15%
TMAM
1240
Tokio Marine Asset Management
Japan
$372K +$34.5K +346 +12%
NB
1241
Nicolet Bankshares
Wisconsin
$371K -$31.4K -315 -9%
SP
1242
Successful Portfolios
Florida
$371K +$13.3K +133 +4%
LA
1243
LVW Advisors
New York
$370K -$63K -631 -16%
CAW
1244
Cornerstone Advisors (Washington)
Washington
$369K +$44.4K +445 +15%
KPW
1245
Kore Private Wealth
New York
$368K -$181K -1,818 -35%
BFA
1246
Beacon Financial Advisory
Ohio
$368K +$100 +1 +0%
YMRC
1247
Yorktown Management & Research Company
Virginia
$367K -$270K -2,700 -45%
KWMG
1248
King Wealth Management Group
Florida
$367K +$200 +2 +0.1%
DFA
1249
Delta Financial Advisors
Louisiana
$367K +$1.1K +11 +0.3%
CG
1250
Cutler Group
California
$366K -$507K -5,079 -61%
48 49
50
51 52