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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
1301
Essex Financial Services
Connecticut
$823K – – –
SAM
1302
S.A. Mason
Michigan
$823K – – –
PWM
1303
Perigon Wealth Management
California
$821K +$47.4K +237 +6%
LCM
1304
Liberty Capital Management
Michigan
$817K -$20K -100 -2%
CPSC
1305
Carl P. Sherr & Co
Massachusetts
$816K +$3.4K +17 +0.4%
PFGIA
1306
Patriot Financial Group Insurance Agency
Massachusetts
$816K +$77.6K +388 +11%
TNAM
1307
Terra Nova Asset Management
New York
$815K -$12.2K -61 -2%
FCFC
1308
First Commonwealth Financial Corp
Pennsylvania
$814K -$61K -305 -7%
TAM
1309
Tocqueville Asset Management
New York
$812K -$192K -961 -20%
SFP
1310
Sterling Financial Planning
New Jersey
$811K +$600 +3 +0.1%
WFC
1311
Western Financial Corp
California
$807K -$1.6K -8 -0.2%
STB
1312
S&T Bank
Pennsylvania
$807K – – –
NB
1313
Northwest Bancshares
Pennsylvania
$801K -$3.8K -19 -0.5%
B
1314
Brightworth
Georgia
$799K +$47.6K +238 +7%
LWM
1315
Liberty Wealth Management
California
$794K +$251K +1,253 +49%
CQS
1316
Credential Qtrade Securities
$792K +$174K +870 +30%
BC
1317
Burney Company
Virginia
$792K -$5.6K -28 -0.7%
BSB
1318
Bangor Savings Bank
Maine
$786K +$20.8K +104 +3%
TC
1319
TwinBeech Capital
New York
$785K +$755K +3,774 New
LHC
1320
Little House Capital
Massachusetts
$784K +$754K +3,769 New
CAL
1321
Capital Analysts LLC
Pennsylvania
$783K -$167K -835 -18%
FCMT
1322
Founders Capital Management (Texas)
Texas
$783K – – –
BCA
1323
Berman Capital Advisors
Georgia
$780K +$91.8K +459 +14%
ALAM
1324
Asahi Life Asset Management
Japan
$778K +$334K +1,670 +81%
EWA
1325
ERTS Wealth Advisors
Michigan
$774K -$30.2K -151 -4%
51 52
53
54 55