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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
RP
1701
Rice Partnership
Hawaii
$323K
FHC
1702
First Heartland Consultants
Missouri
$323K +$7.2K +38 +2%
IAS
1703
Investment Advisory Services
Texas
$323K +$8.33K +44 +2%
GCL
1704
Gouws Capital LLC
North Carolina
$322K -$18K -95 -5%
MWM
1705
Merriman Wealth Management
Washington
$322K -$947 -5 -0.2%
WP
1706
WealthSource Partners
California
$322K +$20.6K +109 +6%
RSWM
1707
Robertson Stephens Wealth Management
California
$320K -$138K -727 -27%
SFG
1708
Sather Financial Group
Texas
$320K
BFA
1709
Benedict Financial Advisors
Georgia
$320K +$2.27K +12 +0.6%
GIM
1710
Goelzer Investment Management
Indiana
$320K +$375K +1,982 New
AT
1711
American Trust
Kentucky
$319K -$494K -2,610 -57%
VCP
1712
Vista Capital Partners
Oregon
$319K -$1.7K -9 -0.5%
ST
1713
Smithfield Trust
Pennsylvania
$319K
DBIA
1714
Dumont & Blake Investment Advisors
New Jersey
$319K +$4.54K +24 +1%
PTP
1715
Platform Technology Partners
New York
$319K +$25.2K +133 +7%
AWM
1716
Accel Wealth Management
Iowa
$318K -$149K -789 -30%
GAG
1717
GM Advisory Group
New York
$318K +$373K +1,970 New
PP
1718
PFS Partners
New Jersey
$317K
WWA
1719
WC Walker & Associates
California
$316K +$189 +1 +0.1%
BCA
1720
Bray Capital Advisors
Florida
$316K +$1.32K +7 +0.4%
MSFP
1721
Mark Sheptoff Financial Planning
Connecticut
$315K -$1.03M -5,456 -74%
BBA
1722
BLB&B Advisors
Pennsylvania
$315K +$9.85K +52 +3%
LAS
1723
LWM Advisory Services
Florida
$315K +$42.6K +225 +13%
SCA
1724
STALEY CAPITAL ADVISERS
Pennsylvania
$314K +$11.4K +60 +3%
Pacer Advisors
1725
Pacer Advisors
Pennsylvania
$314K +$60.4K +319 +20%