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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
WWA
1726
WC Walker & Associates
California
$355K +$23.4K +135 +7%
RSWM
1727
Robertson Stephens Wealth Management
California
$354K +$9.18K +53 +3%
FHC
1728
First Heartland Consultants
Missouri
$354K +$6.23K +36 +2%
FWTB
1729
First Western Trust Bank
Colorado
$353K -$29.9K -173 -8%
HR
1730
Howe & Rusling
New York
$351K +$127K +734 +57%
RWI
1731
Red Wave Investments
Pennsylvania
$350K -$182K -1,053 -34%
AFP
1732
Alpha Financial Partners
Kentucky
$349K +$347K +2,006 New
CIA
1733
Caerus Investment Advisors
Texas
$349K – – –
BAM
1734
Bellevue Asset Management
Washington
$348K +$173 +1 +0%
IP
1735
Investment Partners
Ohio
$348K -$355K -2,053 -51%
FI
1736
FIDELIS iM
Oregon
$348K – – –
RP
1737
Rice Partnership
Hawaii
$348K – – –
CAC
1738
Certified Advisory Corp
Florida
$348K +$20.4K +118 +6%
BFA
1739
Benedict Financial Advisors
Georgia
$346K +$1.9K +11 +0.6%
FNFDCM
1740
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$345K +$343K +1,983 New
EW
1741
Evoke Wealth
California
$344K -$126K -728 -27%
ST
1742
Smithfield Trust
Pennsylvania
$343K – – –
IAIM
1743
Industrial Alliance Investment Management
Quebec, Canada
$342K +$330K +1,905 +3,073%
PP
1744
PFS Partners
New Jersey
$341K – – –
BCA
1745
Bray Capital Advisors
Florida
$341K +$1.04K +6 +0.3%
MWM
1746
Merriman Wealth Management
Washington
$339K -$7.96K -46 -2%
MSFP
1747
Mark Sheptoff Financial Planning
Connecticut
$339K – – –
CRI
1748
Colonial River Investments
Virginia
$339K -$16.8K -97 -5%
SFP
1749
Shepherd Financial Partners
Massachusetts
$337K +$100K +578 +42%
HWM
1750
HFR Wealth Management
New York
$337K -$20.8K -120 -6%
68 69
70
71 72