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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPAM
1701
Cary Street Partners Asset Management
Virginia
$277K -$3.73M -18,623 -93%
CAMG
1702
CWA Asset Management Group
Florida
$277K +$400 +2 +0.2%
SIM
1703
SSI Investment Management
California
$277K +$1K +5 +0.4%
MFW
1704
Meristem Family Wealth
Minnesota
$277K +$9.2K +46 +4%
TNBTD
1705
Trustmark National Bank Trust Department
Mississippi
$276K +$265K +1,326 New
RCG
1706
Rock Creek Group
District of Columbia
$275K -$17.6K -88 -6%
DA
1707
Dillon & Associates
Michigan
$275K -$6.4K -32 -2%
MMM
1708
Mendel Money Management
Illinois
$275K – – –
BFC
1709
Bedel Financial Consulting
Indiana
$274K +$40.6K +203 +18%
PWM
1710
Prentice Wealth Management
New York
$273K +$45.2K +226 +21%
GH
1711
GAM Holding
Switzerland
$272K -$125K -625 -32%
WR
1712
WD Rutherford
Oregon
$271K +$23K +115 +10%
CFC
1713
Coyle Financial Counsel
Illinois
$270K -$70.6K -353 -21%
DJSG
1714
D.J. St. Germain
Massachusetts
$270K – – –
TFA
1715
Trinity Financial Advisors
Ohio
$270K – – –
PCG
1716
Private Capital Group
Connecticut
$270K +$8.2K +41 +3%
FM
1717
Foster & Motley
Ohio
$270K +$260K +1,298 New
CG
1718
Cutler Group
California
$270K +$260K +1,300 New
WMA
1719
Wealth Management Associates
New Jersey
$267K +$7.2K +36 +3%
PPSG
1720
Princeton Portfolio Strategies Group
New Jersey
$267K -$130K -650 -34%
RIG
1721
RiverFront Investment Group
Virginia
$265K -$14.4M -72,048 -98%
CP
1722
Castleview Partners
Texas
$265K +$255K +1,274 New
FWP
1723
FAS Wealth Partners
Kansas
$265K +$255K +1,275 New
OAM
1724
Oak Asset Management
California
$264K +$254K +1,268 New
AF
1725
Allworth Financial
California
$263K +$52.2K +261 +26%
67 68
69
70 71