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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
1526
Rockbridge Investment Management
New York
$49K +$44K +441 New
HFM
1527
Harvest Fund Management
China
$45K -$169K -1,690 -81%
TCM
1528
TD Capital Management
Tennessee
$45K +$10.4K +104 +35%
CFO
1529
CVA Family Office
Colorado
$45K +$32.9K +330 +440%
CFG
1530
Capstone Financial Group
Oklahoma
$45K +$38.9K +390 New
FA
1531
Financial Advantage
Maryland
$44K – – –
FPFS
1532
First Personal Financial Services
North Carolina
$44K – – –
LF
1533
Lee Financial
Texas
$44K +$39.9K +400 New
FCB
1534
First Command Bank
Texas
$43K – – –
FCFS
1535
First Command Financial Services
Texas
$43K – – –
MIM
1536
Macroview Investment Management
Maryland
$43K – – –
JFA
1537
JNBA Financial Advisors
Minnesota
$42K – – –
PH
1538
Pinnacle Holdings
Oklahoma
$40.2K – – –
CAL
1539
Capital Advisors Ltd
Ohio
$40K – – –
RFA
1540
Reilly Financial Advisors
California
$40K +$2.5K +25 +7%
LWA
1541
Lenox Wealth Advisors
New York
$39K +$6.89K +69 +25%
CIA
1542
Cascade Investment Advisors
Oregon
$38.9K – – –
WEC
1543
Winslow Evans & Crocker
Massachusetts
$38K -$100 -1 -0.3%
MRCM
1544
M&R Capital Management
New Jersey
$38K +$17.5K +175 +105%
AP
1545
Arlington Partners
Alabama
$38K +$34.3K +344 New
FWM
1546
FSA Wealth Management
Massachusetts
$37K – – –
MWC
1547
MBM Wealth Consultants
Missouri
$34K – – –
PA
1548
Perennial Advisors
New York
$34K +$30.9K +310 New
CCMIC
1549
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$33K – – –
EI
1550
Ellevest Inc
New York
$33K +$12.3K +123 +69%
60 61
62
63 64