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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
EWF
1251
Epstein & White Financial
California
$228K +$172K +1,467 New
PCM
1252
Prelude Capital Management
New York
$227K +$88.5K +753 +65%
CCM
1253
CrestPoint Capital Management
Missouri
$226K -$353K -3,000 -61%
SSG
1254
Summit Securities Group
New York
$226K +$223K +1,900 New
AWM
1255
Aries Wealth Management
Maine
$225K +$199K +1,694 New
GCA
1256
Gideon Capital Advisors
New York
$224K +$221K +1,880 New
CAM
1257
Concorde Asset Management
Michigan
$223K -$7.05K -60 -3%
WB
1258
Webster Bank
Connecticut
$223K +$20.6K +175 +10%
MOS
1259
MGO One Seven
Ohio
$222K +$219K +1,861 New
FCAG
1260
First Capital Advisors Group
New Jersey
$222K +$219K +1,862 New
DIA
1261
Dana Investment Advisors
Wisconsin
$221K -$64.6K -550 -23%
SCM
1262
Schnieders Capital Management
California
$221K +$218K +1,858 New
CNC
1263
Citizens & Northern Corp
Pennsylvania
$220K -$16.8K -143 -7%
CDH
1264
Charles D. Hyman
$220K – – –
HFA
1265
High Falls Advisors
New York
$217K – – –
AW
1266
Alpha Windward
Massachusetts
$216K +$353 +3 +0.2%
NCM
1267
Novare Capital Management
North Carolina
$214K – – –
OCM
1268
One Capital Management
California
$214K +$211K +1,793 New
CHA
1269
Carmichael Hill & Associates
Maryland
$214K +$212K +1,800 New
HHC
1270
Hutchin Hill Capital
New York
$214K +$212K +1,800 New
BFC
1271
Bedel Financial Consulting
Indiana
$213K +$210K +1,790 New
SAM
1272
Seelaus Asset Management
New Jersey
$211K +$208K +1,771 New
CAG
1273
Csenge Advisory Group
Florida
$209K -$50.2K -427 -20%
TSWM
1274
Triangle Securities Wealth Management
North Carolina
$208K – – –
CWA
1275
Clarus Wealth Advisors
Arizona
$208K +$205K +1,744 New
49 50
51
52 53