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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
1801
Financial Gravity Asset Management
Texas
$208K – – –
GBA
1802
Garrison Bradford & Associates
New York
$208K +$200K +1,000 New
NJBEST
1803
New Jersey Better Educational Savings Trust
New Jersey
$208K +$200K +1,000 New
RC
1804
RBF Capital
California
$208K +$200K +1,000 New
ACA
1805
Affinity Capital Advisors
California
$207K +$199K +995 New
SCM
1806
Spreng Capital Management
Ohio
$207K +$199K +995 New
EDRH
1807
Edmond de Rothschild Holding
Switzerland
$206K – – –
CCM
1808
Crew Capital Management
Ohio
$206K +$198K +990 New
FWM
1809
FFT Wealth Management
Pennsylvania
$206K +$198K +990 New
GG
1810
Greenwood Gearhart
Arkansas
$206K +$198K +992 New
CTB
1811
Country Trust Bank
Illinois
$204K -$10K -50 -5%
ADL
1812
Asset Dedication LLC
California
$204K – – –
PGWM
1813
Parisi Gray Wealth Management
New Jersey
$204K +$196K +979 New
HVIA
1814
Hudson Valley Investment Advisors
New York
$203K +$195K +975 New
NWM
1815
Northwest Wealth Management
Iowa
$203K +$196K +978 New
ESCM
1816
Echo Street Capital Management
New York
$202K -$80.4K -402 -29%
FPIS
1817
Financial Planning & Information Services
Wisconsin
$202K +$194K +971 New
XF
1818
XML Financial
Maryland
$202K +$194K +972 New
RBFC
1819
Roman Butler Fullerton & Co
Missouri
$201K +$193K +966 New
GSBTD
1820
Glenview State Bank Trust Department
Illinois
$201K +$194K +968 New
OPCM
1821
Osborne Partners Capital Management
California
$201K +$194K +968 New
LFG
1822
Lazard Frères Gestion
France
$200K +$230K +1,150 New
HS
1823
Horan Securities
United States
$199K +$103K +513 +115%
EI
1824
Ellevest Inc
New York
$199K +$117K +586 +159%
HI
1825
Hudock Inc
Pennsylvania
$194K -$3.4K -17 -2%
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74 75