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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1926
Bellevue Asset Management
Washington
$116K +$359 +3 +0.3%
CWP
1927
Concord Wealth Partners
Virginia
$114K -$52.1K -436 -30%
AF
1928
Aviso Financial
Ontario, Canada
$112K – – –
FDP
1929
Financiere des Professionnels
Quebec, Canada
$110K -$23.9K -200 -17%
C
1930
Covestor
United Kingdom
$107K +$11.6K +97 +11%
TF
1931
Tompkins Financial
New York
$104K +$2.27K +19 +2%
PAM
1932
Paradigm Asset Management
New York
$102K – – –
KFI
1933
Key Financial Inc
Pennsylvania
$101K – – –
MG
1934
MilWealth Group
Wisconsin
$101K – – –
DCM
1935
Davis Capital Management
Florida
$99K – – –
MHR
1936
Matthew Hamilton Rosenberg
$97.1K – – –
VNA
1937
Valley National Advisers
Pennsylvania
$97K -$396K -3,310 -79%
BA
1938
Bellwether Advisors
Nebraska
$93.5K – – –
BI
1939
Binnacle Investments
Iowa
$93.3K +$101K +848 New
MIM
1940
Marshall Investment Management
Colorado
$92.8K -$3.83K -32 -4%
GPI
1941
General Partner Inc
Pennsylvania
$92.6K – – –
ADL
1942
Asset Dedication LLC
California
$92.4K -$12K -100 -11%
SFCL
1943
Strengthening Families & Communities LLC
Massachusetts
$92K -$9.69K -81 -11%
WIM
1944
Westside Investment Management
California
$92K – – –
LI
1945
LRI Investments
Florida
$91.7K +$22.6K +189 +29%
TFIPS
1946
Towarzystwo Funduszy Inwestycyjnych PZU SA
$90.2K +$17.9K +150 +22%
ACA
1947
American Capital Advisory
Idaho
$88.7K +$3.83K +32 +4%
PMFA
1948
Plante Moran Financial Advisors
Michigan
$88K -$8.01K -67 -8%
WB
1949
Webster Bank
Connecticut
$83.8K – – –
SFA
1950
Semmax Financial Advisors
North Carolina
$83.3K -$2.76M -23,059 -96%
76 77
78
79 80