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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SIMG
1951
Sonora Investment Management Group
Arizona
$228K +$216K +1,063 New
IIM
1952
Ipswich Investment Management
Massachusetts
$228K +$217K +1,065 New
IFA
1953
Index Fund Advisors
California
$227K +$215K +1,058 New
GCA
1954
Gradient Capital Advisors
California
$227K +$215K +1,059 New
RMCM
1955
Reynders McVeigh Capital Management
Massachusetts
$226K +$215K +1,055 New
FA
1956
Fermata Advisors
California
$225K +$213K +1,046 New
SFG
1957
Sunburst Financial Group
Alabama
$225K +$213K +1,048 New
LCP
1958
Legacy Capital Partners
Wisconsin
$225K +$214K +1,050 New
LAM
1959
L2 Asset Management
Massachusetts
$225K +$214K +1,052 New
SFS
1960
Summit Financial Strategies
Ohio
$224K -$60K -295 -22%
MHR
1961
Matthew Hamilton Rosenberg
$224K +$29.9K +147 +16%
TC
1962
Telemus Capital
Michigan
$224K +$212K +1,044 New
CAI
1963
Capital Advisors Inc
Oklahoma
$224K +$213K +1,045 New
ACP
1964
Arcus Capital Partners
Georgia
$224K +$213K +1,046 New
AIP
1965
Almanack Investment Partners
Pennsylvania
$223K -$81.4K -400 -28%
KCA
1966
Karn Couzens & Associates
Connecticut
$222K +$211K +1,036 New
LF
1967
LifeSteps Financial
California
$222K +$211K +1,036 New
MG
1968
MilWealth Group
Wisconsin
$222K – – –
FOA
1969
Five Oceans Advisors
California
$221K +$209K +1,030 New
CWP
1970
Curated Wealth Partners
California
$221K +$210K +1,032 New
SN
1971
Sittner & Nelson
Oregon
$219K – – –
PVH
1972
Psagot Value Holdings
Israel
$219K +$30.5K +150 +17%
HIC
1973
Holderness Investments Company
North Carolina
$219K +$207K +1,020 New
PIA
1974
Pinion Investment Advisors
Kansas
$219K +$208K +1,024 New
HCC
1975
Hirtle Callaghan & Co
Pennsylvania
$218K +$207K +1,016 New
77 78
79
80 81