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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1451
Tocqueville Asset Management
New York
$623K +$36.5K +200 +6%
MBT
1452
Montecito Bank & Trust
California
$617K -$95.9K -526 -13%
DA
1453
DSC Advisors
Illinois
$617K -$95.2K -522 -13%
HFM
1454
Harvest Fund Management
China
$616K – – –
SWA
1455
SFMG Wealth Advisors
Texas
$614K +$6.02K +33 +1%
CWG
1456
Cornerstone Wealth Group
North Carolina
$609K -$2.18M -11,972 -78%
CC
1457
Cornerstone Capital
California
$608K -$770K -4,220 -56%
SP
1458
Successful Portfolios
Florida
$608K -$912 -5 -0.1%
LFA
1459
Landmark Financial Advisors
Kentucky
$605K -$10K -55 -2%
MWM
1460
Minot Wealth Management
Massachusetts
$605K +$25K +137 +4%
WSTAM
1461
Wilbanks Smith & Thomas Asset Management
Virginia
$604K +$14.4K +79 +2%
CA
1462
Claro Advisors
Massachusetts
$603K -$110K -602 -15%
5L
1463
55I LLC
Massachusetts
$602K -$328K -1,799 -35%
DIA
1464
Davidson Investment Advisors
Montana
$601K -$370K -2,031 -38%
RCWM
1465
Royal Capital Wealth Management
Indiana
$601K -$15.7K -86 -3%
NB
1466
Nicolet Bankshares
Wisconsin
$600K +$80.8K +443 +16%
PFBT
1467
Parkside Financial Bank & Trust
Missouri
$599K +$3.1K +17 +0.5%
PAG
1468
Powers Advisory Group
Illinois
$599K +$3.65K +20 +0.6%
FIBT
1469
First International Bank & Trust
North Dakota
$599K +$75.9K +416 +15%
FMLI
1470
Fukoku Mutual Life Insurance
Japan
$595K -$40.1K -220 -6%
MWM
1471
Mascoma Wealth Management
New Hampshire
$595K -$7.48K -41 -1%
RIA
1472
Richwood Investment Advisors
Ohio
$595K – – –
BC
1473
Burney Company
Virginia
$591K -$8.94K -49 -1%
PCP
1474
Proficio Capital Partners
Massachusetts
$591K +$40.5K +222 +7%
MF
1475
Montis Financial
Massachusetts
$590K -$25K -137 -4%
57 58
59
60 61