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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
1351
HM Payson & Co
Maine
$698K +$89K +470 +12%
AWG
1352
Altus Wealth Group
Colorado
$694K – – –
WANY
1353
Wealthspire Advisors (New York)
New York
$693K +$25.6K +135 +3%
NFG
1354
Nations Financial Group
Iowa
$688K -$123K -650 -13%
CCM
1355
Cohen Capital Management
California
$687K – – –
GH
1356
GAM Holding
Switzerland
$687K +$1.32K +7 +0.2%
PIM
1357
Profit Investment Management
Maryland
$684K -$31.4K -166 -4%
SFM
1358
Signet Financial Management
New Jersey
$684K -$11K -58 -1%
SSG
1359
Summit Securities Group
New York
$682K -$305K -1,611 -28%
TFA
1360
Trinity Financial Advisors
Ohio
$680K +$797K +4,209 New
IWA
1361
IVC Wealth Advisors
Pennsylvania
$678K -$22.7K -120 -3%
FAFN
1362
First Affirmative Financial Network
Colorado
$677K -$66.5K -351 -8%
CP
1363
Covenant Partners
Tennessee
$677K – – –
CI
1364
Cavalier Investments
Georgia
$676K -$285K -1,507 -26%
LWM
1365
Liberty Wealth Management
California
$675K +$34.5K +182 +5%
GEA
1366
Glen Eagle Advisors
New Jersey
$674K -$83.3K -440 -10%
MCM
1367
Maryland Capital Management
Maryland
$672K +$36.2K +191 +5%
SCI
1368
S&CO Inc
Massachusetts
$670K -$3.79K -20 -0.5%
B
1369
Brightworth
Georgia
$669K +$4.73K +25 +0.6%
AIM
1370
Acropolis Investment Management
Missouri
$669K +$58.5K +309 +8%
WFC
1371
Western Financial Corp
California
$668K -$99.2K -524 -11%
SAM
1372
S.A. Mason
Michigan
$668K – – –
WC
1373
Whitney & Co
New York
$667K -$28.4K -150 -4%
GAM
1374
Grandview Asset Management
Pennsylvania
$664K -$27.3K -144 -3%
CBTWT
1375
Community Bank & Trust (Waco, Texas)
Texas
$662K +$18.6K +98 +2%
53 54
55
56 57