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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
1651
Delta Investment Management
California
$250K +$251K +1,487 New
WIC
1652
Whitegate Investment Counselors
New Hampshire
$247K +$33.8K +200 +16%
HIC
1653
Harvey Investment Company
Kentucky
$246K – – –
BCP
1654
Berkeley Capital Partners
Georgia
$246K +$247K +1,461 New
IFAM
1655
Institutional & Family Asset Management
Colorado
$245K -$15.9K -94 -6%
CFD
1656
Creative Financial Designs
Indiana
$245K +$169 +1 +0.1%
CWM
1657
Circle Wealth Management
New Jersey
$245K +$3.88K +23 +2%
NPA
1658
Nichols & Pratt Advisers
Massachusetts
$245K +$8.44K +50 +4%
QCIG
1659
Quad-Cities Investment Group
Iowa
$243K +$244K +1,443 New
AA
1660
AQR Arbitrage
Connecticut
$243K +$247K +1,463 New
TWA
1661
TCI Wealth Advisors
Arizona
$242K +$58.1K +344 +32%
NICM
1662
Neo Ivy Capital Management
New York
$242K +$242K +1,436 New
CLOS
1663
Compagnie Lombard Odier SCmA
Switzerland
$242K +$243K +1,440 New
CA
1664
Calton & Associates
Florida
$241K -$32.4K -192 -12%
EH
1665
Employers Holdings
Nevada
$241K – – –
BAM
1666
Bellevue Asset Management
Washington
$239K -$9.28K -55 -4%
JAG
1667
Journey Advisory Group
Kentucky
$239K +$240K +1,420 New
DA
1668
Dillon & Associates
Michigan
$238K – – –
VHAM
1669
Van Hulzen Asset Management
California
$238K +$239K +1,416 New
JFL
1670
Jarislowsky, Fraser Ltd
Quebec, Canada
$237K – – –
MHIC
1671
Marble Harbor Investment Counsel
Massachusetts
$236K +$236K +1,400 New
6M
1672
6 Meridian
Kansas
$235K -$4.89K -29 -2%
HWA
1673
HCR Wealth Advisors
California
$235K – – –
MG
1674
Mather Group
Illinois
$235K +$24.1K +143 +11%
OA
1675
Oxbow Advisors
Texas
$234K +$235K +1,391 New
65 66
67
68 69