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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1726
Trinity Financial Advisors
Ohio
$221K – – –
DJSG
1727
D.J. St. Germain
Massachusetts
$220K – – –
VIM
1728
Vista Investment Management
Pennsylvania
$219K -$1.78K -11 -0.8%
MFW
1729
Meristem Family Wealth
Minnesota
$219K – – –
WP
1730
WealthPLAN Partners
Nebraska
$217K -$35.9K -222 -18%
NEPPG
1731
New England Professional Planning Group
Rhode Island
$215K +$162K +1,002 New
EFM
1732
E Fund Management
China
$215K +$204K +1,264 New
PCG
1733
Private Capital Group
Connecticut
$214K -$17.6K -109 -8%
AFAS
1734
Acorn Financial Advisory Services
Virginia
$214K -$1.29K -8 -0.6%
CT
1735
Chicago Trust
Illinois
$213K -$752K -4,650 -79%
WMA
1736
Wealth Management Associates
New Jersey
$212K -$16.7K -103 -8%
CFA
1737
CWS Financial Advisors
Michigan
$212K -$51.3K -317 -20%
DCM
1738
Driehaus Capital Management
Illinois
$212K -$2.75K -17 -1%
AWA
1739
AmeriServ Wealth Advisors
Pennsylvania
$212K -$1.78K -11 -0.9%
WBC
1740
West Branch Capital
Massachusetts
$212K -$1.78K -11 -0.9%
FCB
1741
First Command Bank
Texas
$212K +$113K +700 +128%
FCFS
1742
First Command Financial Services
Texas
$212K +$113K +700 +128%
MWM
1743
Minot Wealth Management
Massachusetts
$212K +$202K +1,249 New
RMDI
1744
R.M. Davis Inc
Maine
$211K -$121K -751 -38%
NAS
1745
Nicolet Advisory Services
Wisconsin
$209K +$199K +1,229 New
CI
1746
CX Institutional
Indiana
$208K +$41.9K +259 +27%
LA
1747
Latitude Advisors
Florida
$206K -$5.01K -31 -2%
ECG
1748
Edge Capital Group
Georgia
$205K -$91.7K -567 -32%
CHA
1749
Cooper/Haims Advisors
New York
$205K +$195K +1,206 New
AP
1750
Appleton Partners
Massachusetts
$205K +$195K +1,207 New
68 69
70
71 72