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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1326
Principle Wealth Partners
Connecticut
$955K +$36K +177 +4%
HCWM
1327
Harrison & Co Wealth Management
Virginia
$947K +$899K +4,420 New
ESCM
1328
Echo Street Capital Management
New York
$945K +$897K +4,409 New
GEA
1329
Glen Eagle Advisors
New Jersey
$938K +$13.2K +65 +2%
MA
1330
MKT Advisors
California
$931K +$952K +4,680 New
FIM
1331
Freedom Investment Management
Connecticut
$929K +$35.6K +175 +4%
SRG
1332
SBB Research Group
Illinois
$928K +$880K +4,327 New
LF
1333
Lantz Financial
Illinois
$925K – – –
IWM
1334
IHT Wealth Management
Illinois
$925K +$52.1K +256 +6%
OFG
1335
OmniStar Financial Group
North Carolina
$924K +$337K +1,657 +62%
GAM
1336
Grandview Asset Management
Pennsylvania
$924K +$877K +4,312 New
PIM
1337
Profit Investment Management
Maryland
$922K +$161K +790 +22%
BW
1338
Bison Wealth
Georgia
$917K -$118K -579 -12%
TBNY
1339
Trustco Bank (New York)
New York
$917K – – –
SFS
1340
Stiles Financial Services
Minnesota
$913K +$866K +4,258 New
CFS
1341
CRA Financial Services
New Jersey
$912K +$9.15K +45 +1%
PIM
1342
Perpetual Investment Management
Australia
$909K +$25.4K +125 +3%
PA
1343
Procyon Advisors
Connecticut
$903K +$65.9K +324 +8%
DA
1344
Duality Advisers
Florida
$902K -$741K -3,641 -46%
CS
1345
Capital Square
Tennessee
$902K – – –
SAM
1346
S.A. Mason
Michigan
$901K – – –
NP
1347
NorthRock Partners
Minnesota
$900K +$255K +1,252 +42%
CP
1348
Covenant Partners
Tennessee
$898K – – –
SCI
1349
S&CO Inc
Massachusetts
$898K – – –
SCM
1350
Southport Capital Management
Tennessee
$892K -$120K -588 -12%
52 53
54
55 56