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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1326
Crestwood Advisors Group
Massachusetts
$204K +$194K +1,700 New
GIM
1327
Goelzer Investment Management
Indiana
$203K -$173K -1,516 -47%
IFAM
1328
Institutional & Family Asset Management
Colorado
$203K +$8.69K +76 +5%
RMCM
1329
Reynders McVeigh Capital Management
Massachusetts
$203K +$194K +1,694 New
WANY
1330
Wealthspire Advisors (New York)
New York
$203K +$194K +1,694 New
IRC
1331
Investors Research Corp
Georgia
$202K +$9.26K +81 +5%
DA
1332
DSC Advisors
Illinois
$202K +$193K +1,688 New
AIM
1333
Axiom Investment Management
New York
$201K -$538K -4,704 -74%
FCA
1334
FinTrust Capital Advisors
South Carolina
$200K +$7.55K +66 +4%
HFM
1335
Harvest Fund Management
China
$196K +$187K +1,634 New
LJHT
1336
Laurie J. Hall Trustee
$192K -$11.4K -100 -6%
CTB
1337
Country Trust Bank
Illinois
$190K +$46.1K +403 +34%
KPCM
1338
Kings Point Capital Management
New York
$186K – – –
CAC
1339
Certified Advisory Corp
Florida
$184K +$229 +2 +0.1%
ACM
1340
AUA Capital Management
Pennsylvania
$180K – – –
GSWM
1341
Golden State Wealth Management
California
$177K -$15.7K -137 -8%
AS
1342
Altshuler Shaham
Israel
$172K -$1.71M -14,958 -91%
ONST
1343
Old North State Trust
North Carolina
$172K -$26.9K -235 -14%
PR
1344
Payden & Rygel
California
$168K -$720K -6,300 -82%
SBSB
1345
Sullivan, Bruyette, Speros & Blaney
Virginia
$168K +$160K +1,400 New
KWA
1346
KCS Wealth Advisory
California
$160K +$152K +1,332 New
FANJ
1347
Financial Architects (New Jersey)
New Jersey
$159K +$22.9K +200 +18%
VIM
1348
Veritas Investment Management
United Kingdom
$156K – – –
MG
1349
MilWealth Group
Wisconsin
$154K – – –
HAM
1350
Highstreet Asset Management
Ontario, Canada
$153K – – –
52 53
54
55 56