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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
ATFA
1926
All Terrain Financial Advisors
Minnesota
$201K – – –
HZ
1927
Hixon Zuercher
Ohio
$201K – – –
NCM
1928
Northside Capital Management
Oregon
$201K – – –
CW
1929
Connectus Wealth
Ohio
$200K +$200K +1,096 New
MM
1930
MQS Management
New York
$200K +$200K +1,096 New
CHA
1931
Carmichael Hill & Associates
Maryland
$199K -$89.4K -490 -31%
AWM
1932
Avior Wealth Management
Nebraska
$197K – – –
HR
1933
Howe & Rusling
New York
$197K +$82.6K +453 +73%
HWA
1934
HHM Wealth Advisors
Tennessee
$196K +$12.2K +67 +7%
FFA
1935
Fairfield Financial Advisors
Massachusetts
$194K +$32.8K +180 +20%
BCMLT
1936
Beacon Capital Management LLC (Tennessee)
Tennessee
$193K – – –
M
1937
Mirova
France
$188K -$419K -2,295 -69%
HIM
1938
Hillsdale Investment Management
Ontario, Canada
$187K +$73.7K +404 +65%
PVH
1939
Psagot Value Holdings
Israel
$186K – – –
EIM
1940
Essex Investment Management
Massachusetts
$182K -$18.6K -102 -9%
IFAM
1941
Institutional & Family Asset Management
Colorado
$182K +$83.7K +459 +86%
GFPC
1942
Global Financial Private Client
Florida
$181K +$89.6K +491 +100%
MG
1943
MilWealth Group
Wisconsin
$181K -$7.66K -42 -4%
PH
1944
Pinnacle Holdings
Oklahoma
$180K +$180K +986 New
TIM
1945
Tevis Investment Management
Texas
$174K +$33.4K +183 +24%
AWM
1946
Atticus Wealth Management
Florida
$172K +$547 +3 +0.3%
CWM
1947
Curi Wealth Management
North Carolina
$166K +$143K +782 +621%
PCG
1948
Private Capital Group
Connecticut
$161K -$89.4K -490 -36%
SIMG
1949
Stephens Investment Management Group
Texas
$159K – – –
BA
1950
Bellwether Advisors
Nebraska
$155K -$4.38K -24 -3%
76 77
78
79 80