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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
1526
Red Door Wealth Management
Tennessee
$49K +$3K +30 +7%
RIM
1527
Rockbridge Investment Management
New York
$49K +$44K +441 New
HFM
1528
Harvest Fund Management
China
$45K -$169K -1,690 -81%
TCM
1529
TD Capital Management
Tennessee
$45K +$10.4K +104 +35%
CFO
1530
CVA Family Office
Colorado
$45K +$32.9K +330 +440%
CFG
1531
Capstone Financial Group
Oklahoma
$45K +$38.9K +390 New
FA
1532
Financial Advantage
Maryland
$44K – – –
FPFS
1533
First Personal Financial Services
North Carolina
$44K – – –
LF
1534
Lee Financial
Texas
$44K +$39.9K +400 New
FCB
1535
First Command Bank
Texas
$43K – – –
FCFS
1536
First Command Financial Services
Texas
$43K – – –
MIM
1537
Macroview Investment Management
Maryland
$43K – – –
JFA
1538
JNBA Financial Advisors
Minnesota
$42K – – –
PH
1539
Pinnacle Holdings
Oklahoma
$40.2K – – –
CAL
1540
Capital Advisors Ltd
Ohio
$40K – – –
RFA
1541
Reilly Financial Advisors
California
$40K +$2.5K +25 +7%
LWA
1542
Lenox Wealth Advisors
New York
$39K +$6.89K +69 +25%
CIA
1543
Cascade Investment Advisors
Oregon
$38.9K – – –
WEC
1544
Winslow Evans & Crocker
Massachusetts
$38K -$100 -1 -0.3%
MRCM
1545
M&R Capital Management
New Jersey
$38K +$17.5K +175 +105%
AP
1546
Arlington Partners
Alabama
$38K +$34.3K +344 New
FWM
1547
FSA Wealth Management
Massachusetts
$37K – – –
MWC
1548
MBM Wealth Consultants
Missouri
$34K – – –
PA
1549
Perennial Advisors
New York
$34K +$30.9K +310 New
CCMIC
1550
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$33K – – –
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