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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1926
Bay Harbor Wealth Management
Maryland
$6K -$140K -828 -96%
JWA
1927
JFS Wealth Advisors
Pennsylvania
$6K +$6.08K +36 New
CWAF
1928
Core Wealth Advisors (Florida)
Florida
$5K – – –
ANBT
1929
American National Bank & Trust
Texas
$5K +$5.06K +30 New
CIA
1930
CSat Investment Advisory
Michigan
$4K -$640K -3,792 -99%
LAS
1931
Lloyd Advisory Services
Georgia
$4K -$174K -1,031 -98%
CCA
1932
Column Capital Advisors
Indiana
$4K -$4.05K -24 -48%
FWM
1933
Focused Wealth Management
New York
$4K – – –
LWA
1934
Lowe Wealth Advisors
Maryland
$4K – – –
BDWCC
1935
B&D White Capital Company
Texas
$4K +$4.22K +25 New
GC
1936
Globeflex Capital
California
$3K – – –
IF
1937
Ironwood Financial
Arizona
$2K -$3.38K -20 -67%
TJHA
1938
Thomas J. Herzfeld Advisors
Florida
$2K +$1.86K +11 New
ARIS
1939
Advanced Research Investment Solutions
California
$2K +$2.02K +12 New
MCM
1940
McMillion Capital Management
North Carolina
$2K +$2.19K +13 New
TFA
1941
Transamerica Financial Advisors
Florida
$1K -$506 -3 -43%
WIM
1942
Westside Investment Management
California
$30 +$5.74K +34 +23%
TCM
1943
Tybourne Capital Management
Hong Kong
– -$204M -1,222,413 Closed
Two Sigma Advisers
1944
Two Sigma Advisers
New York
– -$45.6M -273,600 Closed
Artisan Partners
1945
Artisan Partners
Wisconsin
– -$45M -270,103 Closed
Two Sigma Investments
1946
Two Sigma Investments
New York
– -$25.5M -153,202 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1947
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$20.6M -123,578 Closed
HF
1948
HRT Financial
New York
– -$16.6M -99,848 Closed
MCM
1949
Moore Capital Management
New York
– -$15.5M -92,970 Closed
ZDA
1950
Zweig-DiMenna Associates
New York
– -$12.7M -76,000 Closed