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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFCI
1376
Comprehensive Financial Consultants Institutional
Indiana
$843K +$817K +4,016 New
PPW
1377
Pinnacle Private Wealth
Massachusetts
$842K +$799K +3,929 New
CA
1378
Claro Advisors
Massachusetts
$837K +$8.34K +41 +1%
CPSC
1379
Carl P. Sherr & Co
Massachusetts
$834K +$3.46K +17 +0.4%
BL
1380
Balentine LLC
Georgia
$834K +$145K +715 +23%
WP
1381
WealthSource Partners
California
$832K +$24.8K +122 +3%
B
1382
Bailard
California
$828K +$177K +870 +29%
LCM
1383
Liberty Capital Management
Michigan
$825K -$10.2K -50 -1%
SWM
1384
Salvus Wealth Management
New Jersey
$818K +$26.2K +129 +3%
LMAM
1385
Legg Mason Asset Management
Japan
$815K -$38.6K -190 -5%
TAM
1386
Tocqueville Asset Management
New York
$813K -$23.4K -115 -3%
MCM
1387
Maryland Capital Management
Maryland
$813K +$94.6K +465 +14%
CWP
1388
Concord Wealth Partners
Virginia
$813K +$435K +2,137 +129%
GBT
1389
Grove Bank & Trust
Florida
$811K – – –
WMS
1390
Wealth Management Solutions
Pennsylvania
$811K +$770K +3,784 New
KC
1391
Kingfisher Capital
North Carolina
$809K -$5.29K -26 -0.7%
HWA
1392
Heritage Wealth Advisors
Virginia
$804K +$99.9K +491 +15%
TNAM
1393
Terra Nova Asset Management
New York
$802K -$55.9K -275 -7%
KMWM
1394
Keudell/Morrison Wealth Management
Oregon
$800K -$37.6K -185 -5%
FCM
1395
Fourpath Capital Management
Oklahoma
$799K +$759K +3,730 New
CNFG
1396
Creegan & Nassoura Financial Group
New Hampshire
$796K +$203 +1 +0%
DWM
1397
Dakota Wealth Management
Florida
$794K – – –
VNA
1398
Valley National Advisers
Pennsylvania
$794K +$57.6K +283 +8%
SFP
1399
Sterling Financial Planning
New Jersey
$793K -$40.7K -200 -5%
FG
1400
Fiduciary Group
Georgia
$792K – – –
54 55
56
57 58