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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1951
MilWealth Group
Wisconsin
$125K – – –
RFG
1952
RFP Financial Group
Georgia
$123K +$57.3K +400 +80%
ACA
1953
American Capital Advisory
Idaho
$122K – – –
MCM
1954
MV Capital Management
Maryland
$119K -$14.7K -103 -11%
WIM
1955
Westside Investment Management
California
$117K – – –
MA
1956
MCF Advisors
Kentucky
$115K -$573 -4 -0.5%
GPI
1957
General Partner Inc
Pennsylvania
$115K – – –
FPF
1958
First Pacific Financial
Washington
$115K -$430 -3 -0.4%
CB
1959
CNB Bank
Pennsylvania
$114K -$12.6K -88 -10%
TFA
1960
Toth Financial Advisory
Virginia
$112K -$4.58K -32 -4%
TFIPS
1961
Towarzystwo Funduszy Inwestycyjnych PZU SA
$111K +$40.1K +280 +53%
RS
1962
Rakuten Securities
Japan
$110K +$113K +792 +7,920%
MSFP
1963
Mark Sheptoff Financial Planning
Connecticut
$109K -$35.8K -250 -24%
CP
1964
Camelot Portfolios
Ohio
$109K +$115K +800 New
RWMG
1965
Redwood Wealth Management Group
New Jersey
$109K +$114K +798 New
WB
1966
Webster Bank
Connecticut
$108K – – –
ACM
1967
Accent Capital Management
Ohio
$105K +$110K +770 New
MIA
1968
MeadowBrook Investment Advisors
Michigan
$105K – – –
FCMT
1969
Founders Capital Management (Texas)
Texas
$103K -$215K -1,505 -67%
MMG
1970
Monetary Management Group
Missouri
$102K +$14.3K +100 +15%
NFSG
1971
Newbridge Financial Services Group
Florida
$102K +$43K +300 +67%
TFF
1972
The Family Firm
Maryland
$99.9K +$105K +730 New
LI
1973
LRI Investments
Florida
$95K +$47.5K +332 +92%
OA
1974
Operose Advisors
Wisconsin
$93.3K – – –
SOW
1975
State of Wyoming
Wyoming
$93.1K +$96.5K +674 +11,233%
77 78
79
80 81