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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
RMDI
1701
R.M. Davis Inc
Maine
$243K -$6.91K -35 -3%
CSPAM
1702
Cary Street Partners Asset Management
Virginia
$242K – – –
WP
1703
WealthPLAN Partners
Nebraska
$242K +$232K +1,176 New
HFP
1704
Holistic Financial Partners
Indiana
$242K +$263K +1,331 New
PWM
1705
Prentice Wealth Management
New York
$241K +$1.78K +9 +0.7%
VC
1706
Vestor Capital
Illinois
$241K +$262K +1,325 New
TIA
1707
Traphagen Investment Advisors
New Jersey
$241K -$21.6M -109,633 -99%
WMA
1708
Wealth Management Associates
New Jersey
$240K +$6.32K +32 +2%
STA
1709
Summit Trail Advisors
New York
$239K +$37.7K +191 +17%
ECG
1710
Edge Capital Group
Georgia
$239K +$259K +1,313 New
WR
1711
WD Rutherford
Oregon
$238K – – –
WBC
1712
West Branch Capital
Massachusetts
$237K -$54.1K -274 -17%
TFA
1713
Trinity Financial Advisors
Ohio
$237K – – –
CG
1714
Cutler Group
California
$236K – – –
DJSG
1715
D.J. St. Germain
Massachusetts
$236K – – –
NFG
1716
Nadler Financial Group
Illinois
$235K -$52.7K -267 -17%
DA
1717
Dillon & Associates
Michigan
$235K -$5.33K -27 -2%
PCG
1718
Private Capital Group
Connecticut
$234K -$2.76K -14 -1%
NAS
1719
Nicolet Advisory Services
Wisconsin
$233K +$10.3K +52 +4%
AFAS
1720
Acorn Financial Advisory Services
Virginia
$231K +$2.17K +11 +0.9%
SMH
1721
Sanders Morris Harris
Texas
$231K +$19.7K +100 +9%
SAM
1722
Seelaus Asset Management
New Jersey
$230K +$3.95K +20 +2%
WA
1723
Wealth Architects
California
$230K +$33.6K +170 +16%
AWA
1724
AmeriServ Wealth Advisors
Pennsylvania
$228K – – –
AMCA
1725
Arthur M. Cohen & Associates
Illinois
$228K – – –
67 68
69
70 71