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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1501
Gemmer Asset Management
California
$56K +$11.4K +96 +25%
HDIM
1502
Hanson & Doremus Investment Management
Vermont
$56K +$31.4K +265 +123%
KWM
1503
Keebeck Wealth Management
Illinois
$56K +$56.9K +481 New
PO
1504
Private Ocean
California
$55K -$7.22K -61 -12%
MAWCM
1505
Mine & Arao Wealth Creation & Management
California
$54K +$54.9K +464 New
CDIA
1506
Capital Directions Investment Advisors
Georgia
$53K – – –
DSC
1507
Duncker Streett & Co
Missouri
$53K +$53.9K +455 New
MWC
1508
MBM Wealth Consultants
Missouri
$52K – – –
SIAS
1509
Shine Investment Advisory Services
Colorado
$52K +$51.4K +434 +5,425%
FPFS
1510
First Personal Financial Services
North Carolina
$50K -$158K -1,332 -76%
AJ
1511
Ashburton (Jersey)
Jersey
$48K -$2.01K -17 -4%
FA
1512
Financial Advantage
Maryland
$46K – – –
FCB
1513
First Command Bank
Texas
$45K – – –
FCFS
1514
First Command Financial Services
Texas
$45K – – –
MIM
1515
Macroview Investment Management
Maryland
$45K – – –
FCM
1516
Firestone Capital Management
Florida
$44K +$45K +380 New
HWM
1517
Howard Wealth Management
Connecticut
$43K +$43.8K +370 New
CAL
1518
Capital Advisors Ltd
Ohio
$42K -$7.1K -60 -14%
WEC
1519
Winslow Evans & Crocker
Massachusetts
$42K – – –
JFA
1520
JNBA Financial Advisors
Minnesota
$41K – – –
JSC
1521
Jackson Square Capital
California
$41K +$41.4K +350 New
CIA
1522
Cascade Investment Advisors
Oregon
$41K -$26.6K -225 -39%
MAM
1523
Marquette Asset Management
Minnesota
$40K – – –
CAL
1524
Capital Analysts LLC
Pennsylvania
$40K +$118 +1 +0.3%
SIS
1525
Sound Income Strategies
Florida
$40K +$118 +1 +0.3%
59 60
61
62 63