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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
ST
1576
Smithfield Trust
Pennsylvania
$346K – – –
TI
1577
Truehand Inc
New Hampshire
$346K – – –
WCF
1578
West Coast Financial
California
$345K +$102K +518 +38%
DBIA
1579
Dumont & Blake Investment Advisors
New Jersey
$344K -$6.12K -31 -2%
EGM
1580
Engineers Gate Manager
New York
$343K -$964K -4,886 -72%
WP
1581
WealthShield Partners
North Carolina
$342K -$38.7K -196 -9%
S
1582
SimplyRich
California
$342K -$22.5K -114 -6%
SCA
1583
STALEY CAPITAL ADVISERS
Pennsylvania
$342K – – –
WWA
1584
WC Walker & Associates
California
$341K – – –
TF
1585
TimeScale Financial
Massachusetts
$341K +$15.6K +79 +4%
UC
1586
Unio Capital
New Jersey
$339K -$3.16K -16 -0.9%
GSIS
1587
Global Strategic Investment Solutions
Arizona
$338K +$53.3K +270 +17%
SWM
1588
Sugarloaf Wealth Management
Georgia
$337K +$395 +2 +0.1%
Jones Financial Companies
1589
Jones Financial Companies
Missouri
$335K +$32.2K +163 +10%
WA
1590
Waverly Advisors
Alabama
$333K +$10.9K +55 +4%
CIP
1591
Convergence Investment Partners
Florida
$332K -$1.59M -8,071 -82%
MFG
1592
MidWestOne Financial Group
Iowa
$332K -$197K -1,000 -35%
LIM
1593
Leavell Investment Management
Alabama
$332K +$360K +1,824 New
LB
1594
Legacy Bridge
Iowa
$331K +$7.9K +40 +2%
CFC
1595
Coyle Financial Counsel
Illinois
$330K +$101K +511 +39%
SFO
1596
Stokes Family Office
Louisiana
$329K +$5.13K +26 +1%
LNWTC
1597
Laird Norton Wetherby Trust Company
Washington
$329K +$15.4K +78 +5%
BCM
1598
Becker Capital Management
Oregon
$329K +$16.2K +82 +5%
KPCM
1599
Kings Point Capital Management
New York
$328K – – –
QCM
1600
Quantinno Capital Management
New York
$328K +$2.37K +12 +0.7%