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UNITED PARCEL SERVIC
(911312106)

Funds Reporting Holdings of UNITED PARCEL SERVIC according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Laffer Investments Inc 6,157 $635,833k Jun 30, 2019 Aug 15, 2019
Vulcan Value Partners LLC 4,154,949 $429,082k Jun 30, 2019 Aug 14, 2019
Jensen Investment Management Inc 2,045,321 $211,220k Jun 30, 2019 Aug 2, 2019
The London Company of Virginia LLC 1,702,945 $175,863k Jun 30, 2019 Aug 14, 2019
Merriman Wealth Management LLC 135,289 $139,307k Jun 30, 2019 Jul 31, 2019
Equity Investment Corporation 972,150 $100,394k Jun 30, 2019 Aug 5, 2019
Point72 Asset Management LP 941,891 $97,269k Jun 30, 2019 Aug 14, 2019
Marathon Asset Management LLP 794,412 $82,037k Jun 30, 2019 Jul 15, 2019
Letko Brosseau & Associates Inc 655,356 $67,679k Jun 30, 2019 Aug 1, 2019
Warlander Asset Management LP 625,000 $64,544k Put Jun 30, 2019 Aug 13, 2019
Brandywine Global Investment Management LLC 599,009 $61,860k Jun 30, 2019 Aug 14, 2019
River ROAD Asset Management LLC 470,929 $48,633k Jun 30, 2019 Aug 12, 2019
Cacti Asset Management LLC 418,479 $42,559k Jun 30, 2019 Jul 1, 2019
Black-And-White Capital LP 350,000 $36,145k Put Jun 30, 2019 Aug 14, 2019
Thornburg Investment Management Inc 348,927 $36,034k Jun 30, 2019 Aug 6, 2019
S R Schill & Associates Inc 330,493 $34,130k Jun 30, 2019 Aug 19, 2019
Cfo4Life Group LLC 316,428 $32,677k Jun 30, 2019 Jul 29, 2019
Fairview Capital Investment Management LLC 310,727 $32,088k Jun 30, 2019 Aug 14, 2019
Cooke & Bieler LP 305,100 $31,508k Jun 30, 2019 Aug 12, 2019
RNC Capital Management LLC 273,347 $28,229k Jun 30, 2019 Jul 25, 2019
Cambiar Investors LLC 270,094 $27,893k Jun 30, 2019 Jul 25, 2019
Clarkston Capital Partners LLC 225,513 $23,289k Jun 30, 2019 Jul 24, 2019
Schwartz Investment Counsel Inc 214,500 $22,151k Jun 30, 2019 Jul 24, 2019
First Manhattan Co 207,118 $21,389k Jun 30, 2019 Aug 16, 2019
Birch Hill Investment Advisors LLC 194,421 $20,078k Jun 30, 2019 Jul 22, 2019
BEL AIR Investment Advisors LLC 213,855 $19,540k Sep 30, 2013 Nov 12, 2013
Janney Capital Management LLC 173,045 $17,870k Jun 30, 2019 Jul 29, 2019
QS Investors LLC 151,392 $15,635k Jun 30, 2019 Aug 14, 2019
Marco Investment Management LLC 146,079 $15,086k Jun 30, 2019 Aug 6, 2019
Donald L Hagan LLC 142,285 $14,694k Jun 30, 2019 Jul 18, 2019
Poplar Forest Capital LLC 138,497 $14,303k Jun 30, 2019 Aug 2, 2019
Waters Parkerson & Co LLC 129,592 $13,383k Jun 30, 2019 Aug 6, 2019
Davidson Investment Advisors Inc 119,960 $12,388k Jun 30, 2019 Aug 13, 2019
Flippin Bruce & Porter Inc 112,462 $11,614k Jun 30, 2019 Aug 6, 2019
Hendershot Investments Inc 111,598 $11,525k Jun 30, 2019 Jul 31, 2019
Pacer Advisors Inc 106,683 $11,017k Jun 30, 2019 Aug 12, 2019
Capwealth Advisors LLC 105,328 $10,877k Jun 30, 2019 Aug 13, 2019
10-15 Associates Inc 102,995 $10,636k Jun 30, 2019 Aug 12, 2019
KLCM Advisors Inc 100,556 $10,384k Jun 30, 2019 Aug 15, 2019
Sigma Investment Counselors Inc 100,232 $10,351k Jun 30, 2019 Jul 23, 2019
Zevin Asset Management LLC 99,946 $10,321k Jun 30, 2019 Aug 6, 2019
Bingham Osborn & Scarborough LLC 95,457 $9,858k Jun 30, 2019 Aug 2, 2019
Greatmark Investment Partners Inc 85,059 $8,784k Jun 30, 2019 Aug 5, 2019
Steigerwald Gordon & KOCH Inc 81,344 $8,400k Jun 30, 2019 Jul 15, 2019
Bridgewater Associates LP 80,700 $8,334k Jun 30, 2019 Aug 13, 2019
Tocqueville Asset Management LP 77,912 $8,046k Jun 30, 2019 Jul 31, 2019
Olstein Capital Management LP 75,000 $7,745k Jun 30, 2019 Jul 31, 2019
Madison Investment Holdings Inc 71,278 $7,361k Jun 30, 2019 Aug 13, 2019
Hennessy Advisors Inc 69,700 $7,198k Jun 30, 2019 Jul 11, 2019
Wilkins Investment Counsel Inc 69,047 $7,130k Jun 30, 2019 Aug 9, 2019
Eagle Ridge Investment Management LLC 67,713 $6,993k Jun 30, 2019 Aug 1, 2019
Isthmus Partners LLC 66,286 $6,845k Jun 30, 2019 Aug 9, 2019
Benin Management Corp 63,536 $6,561k Jun 30, 2019 Jul 31, 2019
Tufton Capital Management LLC 55,968 $5,779k Jun 30, 2019 Jul 26, 2019
Hamel Associates Inc 55,896 $5,772k Jun 30, 2019 Aug 5, 2019
Skylands Capital LLC 54,400 $5,618k Jun 30, 2019 Jul 29, 2019
DAVY Asset Management Limited 49,935 $5,157k Jun 30, 2019 Jul 19, 2019
Beech Hill Advisors Inc 49,543 $5,116k Jun 30, 2019 Jul 15, 2019
Keystone Financial Planning Inc 49,171 $5,078k Jun 30, 2019 Aug 5, 2019
Dillon & Associates Inc 47,505 $4,893k Jun 30, 2019 Jul 22, 2019
OFI Advisors LLC 49,472 $4,882k Sep 30, 2015 Nov 16, 2015
Sowell Financial Services LLC 42,530 $4,752k Mar 31, 2019 May 15, 2019
Centenus Global Management LP 45,000 $4,647k Jun 30, 2019 Aug 14, 2019
Accredited Investors Inc 44,430 $4,588k Jun 30, 2019 Aug 13, 2019
Summit Wealth Advisors Inc 43,928 $4,536k Jun 30, 2019 Jul 16, 2019
Summit Financial Wealth Advisors LLC 43,928 $4,536k Jun 30, 2019 Jul 16, 2019
Jolley Asset Management LLC 43,167 $4,458k Jun 30, 2019 Jul 22, 2019
Capital Counsel LLC 42,226 $4,361k Jun 30, 2019 Jul 26, 2019
Hunter Associates Investment Management LLC 42,220 $4,360k Jun 30, 2019 Aug 8, 2019
Sentry Management Inc 41,921 $4,329k Jun 30, 2019 Aug 12, 2019
Sentry Investment Management LLC 41,921 $4,329k Jun 30, 2019 Aug 12, 2019
Keating Investment Counselors Inc 41,147 $4,249k Jun 30, 2019 Aug 1, 2019
Beese Fulmer Investment Management Inc 40,953 $4,229k Jun 30, 2019 Jul 5, 2019
Wespac Advisors Socal LLC 40,670 $4,199k Jun 30, 2019 Jul 30, 2019
Palouse Capital Management Inc 39,189 $4,047k Jun 30, 2019 Aug 6, 2019
SAND Hill Global Advisors LLC 39,100 $4,038k Jun 30, 2019 Aug 13, 2019
Argyle Capital Management Inc 37,650 $3,888k Jun 30, 2019 Jul 25, 2019
Lehman Financial Resources Inc 31,386 $3,664k Sep 30, 2018 Nov 14, 2018
Brookmont Capital Management LLC 35,441 $3,660k Jun 30, 2019 Jul 18, 2019
Boston Research and Management Inc 35,116 $3,626k Jun 30, 2019 Aug 7, 2019
Foothills Asset Management Ltd 33,034 $3,411k Jun 30, 2019 Jul 17, 2019
Benson Investment Management Company Inc 32,495 $3,356k Jun 30, 2019 Jul 11, 2019
Cornerstone Investment Partners LLC 30,993 $3,201k Jun 30, 2019 Jul 19, 2019
Cornerstone Partners LLC 30,993 $3,201k Jun 30, 2019 Jul 19, 2019
SVA Plumb Wealth Management LLC 30,819 $3,183k Jun 30, 2019 Aug 13, 2019
Monte Financial Group LLC 30,654 $3,166k Jun 30, 2019 Aug 7, 2019
Woodstock Corporation 30,246 $3,124k Jun 30, 2019 Jul 3, 2019
Howland Capital Management LLC 29,535 $3,050k Jun 30, 2019 Jul 17, 2019
Lyons Wealth Management LLC 29,190 $3,013k Jun 30, 2019 Aug 13, 2019
Independent Investors Inc 28,211 $2,913k Jun 30, 2019 Jul 18, 2019
Bourne LENT Asset Management Inc 27,744 $2,865k Jun 30, 2019 Jul 29, 2019
Telos Capital Management Inc 26,808 $2,768k Jun 30, 2019 Jul 19, 2019
Schulhoff & Co Inc 26,744 $2,761k Jun 30, 2019 Aug 7, 2019
Auxier Asset Management LLC 26,131 $2,699k Jun 30, 2019 Aug 15, 2019
Boyar Asset Management Inc 23,208 $2,397k Jun 30, 2019 Aug 6, 2019
1919 Investment Counsel LLC 24,177 $2,377k Sep 30, 2014 Nov 14, 2014
Addenda Capital Inc 22,992 $2,374k Jun 30, 2019 Jul 12, 2019
Keeler Thomas Management LLC 22,799 $2,354k Jun 30, 2019 Jul 31, 2019
Butensky & Cohen Financial Security Inc 22,583 $2,332k Jun 30, 2019 Jul 12, 2019
Pinkerton Retirement Specialists LLC 22,314 $2,304k Jun 30, 2019 Aug 6, 2019
Gratus Capital LLC 21,843 $2,256k Jun 30, 2019 Aug 7, 2019
Intersect Capital LLC 21,233 $2,193k Jun 30, 2019 Aug 9, 2019
Mountain Capital Investment Advisors Inc 18,209 $2,109k Jun 30, 2019 Aug 14, 2019
Nicholas Hoffman & Company LLC 20,170 $2,083k Jun 30, 2019 Aug 12, 2019
Granite Investment Advisors LLC 19,895 $2,055k Jun 30, 2019 Jul 23, 2019
Granite Group Advisors LLC 19,895 $2,055k Jun 30, 2019 Jul 23, 2019
ALTA Capital Management LLC 19,426 $2,006k Jun 30, 2019 Jul 26, 2019
Northwest Investment Counselors LLC 19,401 $2,004k Jun 30, 2019 Jul 25, 2019
Stokes Capital Advisors LLC 19,207 $1,984k Jun 30, 2019 Jul 15, 2019
Newsquare Capital LLC 18,480 $1,908k Jun 30, 2019 Aug 20, 2019
PURE Financial Advisors Inc 18,322 $1,892k Jun 30, 2019 Jul 11, 2019
ACG Wealth Inc 18,062 $1,865k Jun 30, 2019 Aug 6, 2019
BTR Capital Management Inc 17,803 $1,839k Jun 30, 2019 Jul 18, 2019
AULL & Monroe Investment Management Corp 17,576 $1,815k Jun 30, 2019 Jul 29, 2019
Omnistar Financial Group Inc 17,377 $1,795k Jun 30, 2019 Jul 30, 2019
Access Financial Services Inc 17,217 $1,778k Jun 30, 2019 Jul 24, 2019
Golub Group LLC 17,182 $1,774k Jun 30, 2019 Aug 13, 2019
SWS Partners LLC 16,881 $1,735k Jun 30, 2019 Aug 13, 2019
Murphy Pohlad Asset Management LLC 16,730 $1,727k Jun 30, 2019 Aug 6, 2019
Premier Asset Management LLC 16,635 $1,717k Jun 30, 2019 Aug 7, 2019
Fagan Associates Inc 16,315 $1,685k Jun 30, 2019 Jul 12, 2019
New England Research & Management Inc 15,776 $1,629k Jun 30, 2019 Jul 9, 2019
LOWE Brockenbrough & Company Inc 15,646 $1,616k Jun 30, 2019 Aug 12, 2019
Excalibur Management Corp 15,309 $1,581k Jun 30, 2019 Jul 26, 2019
Mengis Capital Management Inc 14,839 $1,532k Jun 30, 2019 Jul 18, 2019
Rodgers Brothers Inc 14,487 $1,496k Jun 30, 2019 Aug 14, 2019
Woodmont Investment Counsel LLC 14,406 $1,488k Jun 30, 2019 Aug 14, 2019
Green Square Capital LLC 14,233 $1,470k Jun 30, 2019 Aug 14, 2019
United Asset Strategies Inc 13,747 $1,420k Jun 30, 2019 Jul 31, 2019
Secrest Blakey & Associates LLC 13,652 $1,410k Jun 30, 2019 Aug 13, 2019
Shoker Investment Counsel Inc 13,395 $1,383k Jun 30, 2019 Aug 9, 2019
JGP Wealth Management LLC 13,255 $1,369k Jun 30, 2019 Jul 15, 2019
COE Capital Management LLC 13,124 $1,355k Jun 30, 2019 Aug 14, 2019
Strategic Investment Advisors LLC 12,359 $1,276k Jun 30, 2019 Jul 22, 2019
Strategic Advisors LLC 12,359 $1,276k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 12,359 $1,276k Jun 30, 2019 Jul 22, 2019
Loudon Investment Management LLC 12,164 $1,256k Jun 30, 2019 Aug 13, 2019
RAAB & Moskowitz Asset Management LLC 11,612 $1,199k Jun 30, 2019 Aug 9, 2019
Managed Account Services Inc 11,509 $1,179k Jun 30, 2019 Jul 15, 2019
Hutner Capital Management Inc 10,969 $1,133k Jun 30, 2019 Aug 7, 2019
The Financial Consulate Inc 10,747 $1,110k Jun 30, 2019 Jul 24, 2019
Ativo Capital Management LLC 10,723 $1,107k Jun 30, 2019 Aug 14, 2019
Ascension Asset Management LLC 10,630 $1,098k Jun 30, 2019 Jul 23, 2019
Vision Capital Management Inc 10,570 $1,092k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Corporation 10,570 $1,092k Jun 30, 2019 Jul 29, 2019
North Fourth Asset Management LP 10,400 $1,074k Jun 30, 2019 Aug 9, 2019
Stearns Financial Services Group Inc 10,192 $1,053k Jun 30, 2019 Aug 14, 2019
Hussman Strategic Advisors Inc 10,000 $1,033k Jun 30, 2019 Jul 31, 2019
KMS Financial Services Inc 10,013 $984k Sep 30, 2014 Nov 17, 2014
Motley FOOL Wealth Management LLC 9,491 $980k Jun 30, 2019 Aug 14, 2019
GHP Investment Advisors Inc 8,998 $929k Jun 30, 2019 Aug 2, 2019
Burleson & Company LLC 7,823 $915k Jun 30, 2019 Aug 5, 2019
Guardian Capital Advisors LP 8,790 $907k Jun 30, 2019 Aug 14, 2019
Daiwa SB Investments Ltd 8,080 $903k Mar 31, 2019 Apr 18, 2019
The Northstar Group Inc 8,521 $880k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 8,521 $880k Jun 30, 2019 Jul 12, 2019
Bigelow Investment Advisors LLC 7,741 $799k Jun 30, 2019 Jul 17, 2019
Payden & Rygel 7,700 $795k Jun 30, 2019 Aug 6, 2019
DUFF & Phelps Investment Management Co 7,690 $794k Jun 30, 2019 Aug 2, 2019
Fernwood Investment Management LLC 7,563 $781k Jun 30, 2019 Aug 1, 2019
Trust & Investment Advisors Inc 7,060 $729k Jun 30, 2019 Jul 30, 2019
Trust Advisors Inc 7,060 $729k Jun 30, 2019 Jul 30, 2019
Advisors Financial Inc 7,060 $729k Jun 30, 2019 Jul 30, 2019
Private Advisors LLC 7,060 $729k Jun 30, 2019 Jul 30, 2019
The Financial Advisors LLC 7,060 $729k Jun 30, 2019 Jul 30, 2019
Trust Advisors LLC 7,060 $729k Jun 30, 2019 Jul 30, 2019
The Fiduciary Group LLC 6,704 $692k Jun 30, 2019 Aug 14, 2019
Traynor Capital Management Inc 6,393 $658k Jun 30, 2019 Jul 26, 2019
Cardan Capital Partners LLC 6,372 $658k Jun 30, 2019 Jul 16, 2019
Spears Abacus Advisors LLC 6,286 $649k Jun 30, 2019 Aug 9, 2019
Monarch Capital Management Inc 6,209 $641k Jun 30, 2019 Jul 31, 2019
ZWJ Investment Counsel Inc 5,802 $599k Jun 30, 2019 Jul 24, 2019
Abbrea Capital LLC 5,796 $599k Jun 30, 2019 Jul 31, 2019
First Pacific Advisors LP 5,650 $583k Jun 30, 2019 Aug 14, 2019
Ridgewood Investments LLC 5,646 $583k Jun 30, 2019 Jul 12, 2019
Badgley Phelps and Bell Inc 5,465 $564k Jun 30, 2019 Jul 30, 2019
Harwood Advisory Group LLC 5,451 $563k Jun 30, 2019 Aug 7, 2019
Dividend Assets Capital LLC 5,282 $545k Jun 30, 2019 Jul 12, 2019
The Bollard Group LLC 5,256 $543k Jun 30, 2019 Aug 13, 2019
Berkeley Capital Partners LLC 5,127 $529k Jun 30, 2019 Aug 8, 2019
Haverford Financial Services Inc 4,890 $505k Jun 30, 2019 Aug 13, 2019
West Branch Capital LLC 4,885 $504k Jun 30, 2019 Aug 5, 2019
Lucia Wealth Services LLC 4,816 $497k Jun 30, 2019 Jul 23, 2019
Liberty Capital Management Inc 4,655 $481k Jun 30, 2019 Jul 15, 2019
Chesapeake Asset Management LLC 4,643 $479k Jun 30, 2019 Aug 6, 2019
Evermay Wealth Management LLC 4,516 $466k Jun 30, 2019 Jul 23, 2019
Capital Planning Advisors LLC 4,285 $443k Jun 30, 2019 Aug 9, 2019
Epstein and White Financial LLC 4,258 $440k Jun 30, 2019 Jul 19, 2019
Kayne Anderson Rudnick Investment Management LLC 4,059 $419k Jun 30, 2019 Aug 14, 2019
Family Legacy Inc 3,755 $388k Jun 30, 2019 Jul 25, 2019
WE ARE One Seven LLC 3,728 $385k Jun 30, 2019 Jul 16, 2019
Southeast Asset Advisors Inc 3,700 $382k Jun 30, 2019 Aug 14, 2019
Landmark Financial Advisors LLC 3,654 $377k Jun 30, 2019 Aug 2, 2019
Kingfisher Capital LLC 3,587 $370k Jun 30, 2019 Aug 14, 2019
Murphy Middleton Hinkle & Parker Inc 3,499 $361k Jun 30, 2019 Jul 15, 2019
Triangle Securities Wealth Management 3,455 $352k Jun 30, 2019 Jul 10, 2019
Baring International Investment Ltd 3,301 $339k Jun 30, 2014 Jul 21, 2014
Weybosset Research & Management LLC 3,260 $337k Jun 30, 2019 Jul 22, 2019
Mcguire Investment Group LLC 3,254 $336k Jun 30, 2019 Jul 25, 2019
Successful Portfolios LLC 3,137 $324k Jun 30, 2019 Jul 11, 2019
Summit Asset Management LLC 3,092 $319k Jun 30, 2019 Aug 7, 2019
Clean Yield Group Inc 2,997 $310k Jun 30, 2019 Jul 22, 2019
Cornell Pochily Investment Advisors Inc 2,780 $287k Jun 30, 2019 Jul 22, 2019
Private Wealth Advisors Inc 2,770 $286k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 2,770 $286k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 2,770 $286k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 2,770 $286k Jun 30, 2019 Aug 7, 2019
Dedora Capital Inc 2,744 $283k Jun 30, 2019 Aug 8, 2019
Highvista Strategies LLC 2,700 $279k Jun 30, 2019 Aug 14, 2019
SRB Corporation 2,622 $271k Jun 30, 2019 Aug 14, 2019
LVW Advisors LLC 2,616 $270k Jun 30, 2019 Aug 14, 2019
Peavine Capital LLC 2,600 $269k Jun 30, 2019 Jul 24, 2019
Pettee Investors Inc 2,550 $263k Jun 30, 2019 Aug 7, 2019
Mcrae Capital Management Inc 2,503 $258k Jun 30, 2019 Jul 29, 2019
Crossvault Capital Management LLC 2,450 $253k Jun 30, 2019 Jul 19, 2019
IMS Capital Management Inc 2,370 $245k Jun 30, 2019 Aug 14, 2019
The RICE Partnership LLC 2,281 $236k Jun 30, 2019 Jul 25, 2019
Alexandria Capital LLC 2,265 $234k Jun 30, 2019 Aug 12, 2019
Stewardship Advisors LLC 2,193 $226k Jun 30, 2019 Aug 12, 2019
Stewardship Financial Advisors LLC 2,193 $226k Jun 30, 2019 Aug 12, 2019
FORT PITT Capital Group LLC 2,142 $221k Jun 30, 2019 Aug 9, 2019
Cornerstone Capital Corp 2,132 $220k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Inc 2,132 $220k Jun 30, 2019 Aug 14, 2019
Benedict Financial Advisors Inc 2,124 $219k Jun 30, 2019 Aug 1, 2019
Westover Capital Advisors LLC 2,054 $212k Jun 30, 2019 Aug 13, 2019
Annex Advisory Services LLC 2,021 $209k Jun 30, 2019 Jul 18, 2019
Becker Capital Management Inc 2,025 $209k Jun 30, 2019 Aug 8, 2019
Profit Investment Management LLC 2,024 $209k Jun 30, 2019 Jul 16, 2019
Hammer Asset Management LLC 1,937 $200k Jun 30, 2019 Aug 6, 2019
Cohen & Steers Capital Management Inc 2,000 $194k Mar 31, 2015 May 15, 2015
BRAY Capital Advisors LLC 1,758 $182k Jun 30, 2019 Jul 29, 2019
Transamerica Financial Advisors Inc 1,406 $146k Jun 30, 2019 Aug 21, 2019
DT Investment Partners LLC 1,166 $120k Jun 30, 2019 Jul 30, 2019
Cowen Prime Services LLC 1,080 $112k Jun 30, 2019 Jul 31, 2019
Gilbert & COOK Inc 800 $83k Call Jun 30, 2019 Aug 5, 2019
West Oak Capital LLC 792 $82k Jun 30, 2019 Jul 12, 2019
Macroview Investment Management LLC 639 $66k Jun 30, 2019 Jul 23, 2019
Larson Financial Group LLC 445 $46k Jun 30, 2019 Jul 16, 2019
Financial Advantage Inc 400 $41k Jun 30, 2019 Jul 23, 2019
Stewart & Patten Co LLC 245 $25k Jun 30, 2019 Jul 17, 2019
Spiderrock Advisors LLC 26,000 $24k Put Jun 30, 2019 Jul 29, 2019
Whitnell & Co 200 $21k Jun 30, 2019 Jul 16, 2019
Allsquare Wealth Management LLC 100 $10k Jun 30, 2019 Aug 13, 2019
Brand Asset Management Group Inc 94 $10k Jun 30, 2019 Jul 24, 2019
Balter Liquid Alternatives LLC 13 $8k Call Jun 30, 2019 Jul 31, 2019
Lifeplan Financial Group Inc 71 $7k Jun 30, 2019 Jul 15, 2019
Permanens Capital LP 29 $3k Jun 30, 2019 Aug 9, 2019
Independent Advisor Alliance LLC 1,879 $0k Jun 30, 2019 Aug 12, 2019

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