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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1301
Citizens Financial Group
Rhode Island
$154K -$8.63K -83 -5%
PFGIA
1302
Patriot Financial Group Insurance Agency
Massachusetts
$148K +$22.7K +218 +18%
TFA
1303
Transamerica Financial Advisors
Florida
$146K +$146K +1,406 New
NCM
1304
Nelson Capital Management
California
$140K – – –
MWM
1305
Merriman Wealth Management
Washington
$139K +$21.5K +207 +0.2%
VIM
1306
Veritas Investment Management
United Kingdom
$134K – – –
MG
1307
MilWealth Group
Wisconsin
$133K – – –
HAM
1308
Highstreet Asset Management
Ontario, Canada
$131K -$4.68K -45 -3%
AAP
1309
Arax Advisory Partners
Colorado
$128K +$129K +1,239 New
PFSC
1310
Peoples Financial Services Corp
Pennsylvania
$124K -$88.4K -850 -41%
SWP
1311
Strategic Wealth Partners
Ohio
$124K -$42.3K -407 -25%
CTB
1312
Country Trust Bank
Illinois
$122K – – –
SCM
1313
Silvant Capital Management
Georgia
$121K – – –
VRM
1314
Vectors Research Management
New York
$121K +$208 +2 +0.2%
FPB
1315
First PREMIER Bank
South Dakota
$117K – – –
FANJ
1316
Financial Architects (New Jersey)
New Jersey
$116K -$5.93K -57 -5%
GCM
1317
Gables Capital Management
Florida
$116K – – –
ADL
1318
Asset Dedication LLC
California
$116K +$104 +1 +0.1%
ATFA
1319
All Terrain Financial Advisors
Minnesota
$114K -$2.57M -24,688 -96%
BWM
1320
BerganKDV Wealth Management
Minnesota
$114K – – –
CPA
1321
Cowen Prime Advisors
New York
$112K – – –
PVH
1322
Psagot Value Holdings
Israel
$112K – – –
SCA
1323
Stonebridge Capital Advisors
Minnesota
$109K +$110K +1,056 New
AC
1324
Avestar Capital
New York
$108K -$1.87K -18 -1%
EIP
1325
Ellis Investment Partners
Pennsylvania
$104K +$105K +1,013 New
51 52
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