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UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1751
Ballast Advisors
Minnesota
$242K +$233K +1,163 New
MA
1752
Mezzasalma Advisors
New Jersey
$242K +$233K +1,165 New
EM
1753
ELCO Management
New York
$241K -$106K -530 -31%
AIM
1754
AMI Investment Management
Indiana
$241K +$231K +1,157 New
EIP
1755
Ellis Investment Partners
Pennsylvania
$240K +$800 +4 +0.3%
GAB
1756
German American Bancorp
Indiana
$239K +$229K +1,147 New
CRC
1757
Curi RMB Capital
Illinois
$239K +$230K +1,149 New
BFS
1758
Bickling Financial Services
Massachusetts
$239K +$230K +1,150 New
FRM
1759
Fox Run Management
Connecticut
$238K +$229K +1,144 New
GPA
1760
Garrison Point Advisors
California
$237K +$228K +1,140 New
HHGA
1761
Halbert Hargrove Global Advisors
California
$235K +$226K +1,130 New
ST
1762
Somerset Trust
Pennsylvania
$235K +$226K +1,132 New
EIM
1763
Essex Investment Management
Massachusetts
$234K – – –
IWA
1764
Intercontinental Wealth Advisors
Texas
$234K +$225K +1,126 New
LA
1765
Latitude Advisors
Florida
$233K -$18.4K -92 -8%
PAA
1766
Peregrine Asset Advisers
Oregon
$233K +$224K +1,118 New
STA
1767
Summit Trail Advisors
New York
$233K +$224K +1,121 New
HC
1768
Hatton Consulting
Arizona
$230K +$222K +1,108 New
CHA
1769
Carmichael Hill & Associates
Maryland
$229K – – –
ATFA
1770
All Terrain Financial Advisors
Minnesota
$229K +$220K +1,100 New
BWM
1771
Buckley Wealth Management
Nevada
$229K +$220K +1,100 New
NCM
1772
Northside Capital Management
Oregon
$229K +$220K +1,100 New
SFG
1773
Summit Financial Group
West Virginia
$228K +$219K +1,095 New
CHP
1774
Cable Hill Partners
Oregon
$228K +$219K +1,097 New
WA
1775
Wealth Architects
California
$227K +$218K +1,091 New
69 70
71
72 73