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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
1226
180 Wealth Advisors
Washington
$823K +$122K +755 +24%
EFS
1227
Essex Financial Services
Connecticut
$823K +$127K +785 +19%
WKWM
1228
Walter & Keenan Wealth Management
Indiana
$820K -$249K -1,540 -24%
BJL
1229
Brighton Jones LLC
Washington
$820K -$14.6K -90 -2%
PI
1230
Pettee Investors
Connecticut
$819K – – –
ERWM
1231
Elk River Wealth Management
Colorado
$818K +$24.3K +150 +3%
DA
1232
Detalus Advisors
Missouri
$817K +$9.71K +60 +1%
CCP
1233
Corbin Capital Partners
New York
$816K +$776K +4,800 New
CFG
1234
Cooper Financial Group
California
$810K -$20.9K -129 -3%
HCP
1235
Holt Capital Partners
Texas
$810K – – –
S
1236
swisspartners
Liechtenstein
$809K – – –
DIP
1237
DT Investment Partners
Pennsylvania
$809K +$96.2K +595 +14%
RM
1238
Resource Management
Louisiana
$806K -$235K -1,455 -23%
IA
1239
IFG Advisory
Georgia
$806K +$64.7K +400 +9%
SFM
1240
Signet Financial Management
New Jersey
$804K +$37.5K +232 +5%
LMAM
1241
Legg Mason Asset Management
Japan
$801K -$151K -934 -17%
CC
1242
Chicago Capital
Illinois
$801K – – –
PAS
1243
Park Avenue Securities
New York
$801K +$31.1K +192 +4%
P
1244
Pitcairn
Pennsylvania
$794K +$110K +683 +17%
FNBOSM
1245
First National Bank of South Miami
Florida
$790K -$2.1K -13 -0.3%
ESBC
1246
E.S. Barr & Co
Kentucky
$788K -$99.5K -615 -12%
BFS
1247
Bradley Foster & Sargent
Connecticut
$786K – – –
FG
1248
Fiduciary Group
Georgia
$783K -$3.23K -20 -0.5%
CAL
1249
Capital Analysts LLC
Pennsylvania
$782K +$734K +4,540 +7,695%
PWPS
1250
Pinnacle Wealth Planning Services
Ohio
$777K +$30.9K +191 +4%
48 49
50
51 52