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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1501
Raffa Wealth Management
District of Columbia
$70.9K +$499 +5 +0.8%
EIM
1502
Essex Investment Management
Massachusetts
$69K – – –
DCM
1503
Davis Capital Management
Florida
$68K – – –
MCM
1504
MV Capital Management
Maryland
$66K +$34.7K +348 +139%
LC
1505
Lindbrook Capital
California
$65K -$8.29K -83 -12%
SBL
1506
Sargent Bickham Lagudis
Colorado
$65K +$15.2K +152 +35%
OSNBOA
1507
Old Second National Bank of Aurora
Illinois
$64K – – –
SIS
1508
Sound Income Strategies
Florida
$62K +$9.18K +92 +20%
BSAM
1509
Blue Square Asset Management
New York
$59K +$53K +531 New
PO
1510
Private Ocean
California
$58K – – –
1IA
1511
1834 Investment Advisors
Wisconsin
$56K – – –
HR
1512
Howe & Rusling
New York
$56K – – –
CPA
1513
Cowen Prime Advisors
New York
$55K -$77.9K -780 -72%
GWS
1514
Glassman Wealth Services
Virginia
$55K +$6.69K +67 +16%
LFG
1515
Larson Financial Group
Missouri
$54K – – –
TFA
1516
Toth Financial Advisory
Virginia
$54K +$100 +1 +0.2%
HDIM
1517
Hanson & Doremus Investment Management
Vermont
$53K – – –
KWM
1518
Keebeck Wealth Management
Illinois
$53K +$48K +481 New
MAWCM
1519
Mine & Arao Wealth Creation & Management
California
$52K +$200 +2 +0.4%
SIM
1520
Sonora Investment Management
Arizona
$51K +$200 +2 +0.4%
CDIA
1521
Capital Directions Investment Advisors
Georgia
$50K – – –
WPA
1522
West Paces Advisors
Georgia
$49K -$3.59K -36 -8%
GAM
1523
Gemmer Asset Management
California
$49K -$10.2K -102 -19%
FCM
1524
Firestone Capital Management
Florida
$49K – – –
RDWM
1525
Red Door Wealth Management
Tennessee
$49K +$3K +30 +7%
59 60
61
62 63