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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1226
Berkshire Asset Management
Pennsylvania
$814K – – –
MMM
1227
Mendel Money Management
Illinois
$813K +$8.93K +68 +1%
ISL
1228
Ingalls & Snyder LLC
New York
$811K -$27K -206 -3%
LIM
1229
Leavell Investment Management
Alabama
$811K +$499K +3,800 +177%
STA
1230
Summit Trail Advisors
New York
$808K +$63.4K +483 +9%
PCM
1231
Palisade Capital Management
New Jersey
$802K – – –
CAMV
1232
Concord Asset Management (Virginia)
Virginia
$795K -$848K -6,456 -53%
BFM
1233
Boston Financial Management
Massachusetts
$794K -$15K -114 -2%
BAM
1234
Byrne Asset Management
New Jersey
$791K +$762K +5,803 New
NG
1235
Norden Group
Utah
$784K +$78.9K +601 +12%
EA
1236
Emerald Advisors
Washington
$783K +$63.7K +485 +9%
GI
1237
GAMMA Investing
California
$774K +$37.5K +286 +5%
CBT
1238
Central Bank & Trust
Kentucky
$772K +$189K +1,437 +34%
PFGIA
1239
Patriot Financial Group Insurance Agency
Massachusetts
$760K -$145K -1,101 -16%
SIM
1240
Studio Investment Management
Illinois
$747K +$64.6K +492 +10%
BWM
1241
Biltmore Wealth Management
Arizona
$745K +$227K +1,732 +46%
WAS
1242
Wealth Advisory Solutions
Indiana
$744K +$331K +2,519 +86%
HNWAG
1243
High Net Worth Advisory Group
Florida
$743K -$150K -1,145 -17%
FUBT
1244
First United Bank & Trust
Maryland
$743K -$81.4K -620 -10%
PAM
1245
Panagora Asset Management
Massachusetts
$739K -$525 -4 -0.1%
AIM
1246
Acropolis Investment Management
Missouri
$735K -$88.2K -672 -11%
1SB
1247
1ST Source Bank
Indiana
$734K -$33.1K -252 -4%
AA
1248
Axiom Advisory
California
$733K -$149K -1,137 -17%
CAM
1249
Cidel Asset Management
Ontario, Canada
$733K +$105K +798 +17%
BSB
1250
Bangor Savings Bank
Maine
$731K -$51.1K -389 -7%
48 49
50
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