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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1976
Ipswich Investment Management
Massachusetts
$228K – – –
CHP
1977
Cable Hill Partners
Oregon
$227K -$53.1K -250 -19%
AIM
1978
AMI Investment Management
Indiana
$227K -$21.2K -100 -9%
GCA
1979
Gradient Capital Advisors
California
$227K – – –
MHR
1980
Matthew Hamilton Rosenberg
$227K +$2.98K +14 +1%
CA
1981
Crumly & Associates
Illinois
$227K +$225K +1,057 New
IIA
1982
Integral Investment Advisors
California
$226K +$224K +1,055 New
PIP
1983
Peachtree Investment Partners
Florida
$225K -$58.9K -277 -21%
LCP
1984
Legacy Capital Partners
Wisconsin
$225K – – –
AIP
1985
Almanack Investment Partners
Pennsylvania
$225K +$2.13K +10 +1%
SFS
1986
Summit Financial Strategies
Ohio
$224K – – –
FNFDCM
1987
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$224K +$21.2K +100 +11%
CCM
1988
Crew Capital Management
Ohio
$223K +$10.6K +50 +5%
KCA
1989
Karn Couzens & Associates
Connecticut
$222K – – –
LF
1990
LifeSteps Financial
California
$222K – – –
MG
1991
MilWealth Group
Wisconsin
$222K – – –
CWP
1992
Curated Wealth Partners
California
$221K – – –
RC
1993
RBF Capital
California
$220K – – –
CCP
1994
Cassia Capital Partners
North Carolina
$220K +$5.1K +24 +2%
IIC
1995
Integrated Investment Consultants
Michigan
$219K -$53.8K -253 -20%
PWA
1996
Providence Wealth Advisors
Illinois
$219K – – –
PVH
1997
Psagot Value Holdings
Israel
$219K – – –
CNB
1998
Camden National Bank
Maine
$217K – – –
KF
1999
Krilogy Financial
Missouri
$217K – – –
HWA
2000
HHM Wealth Advisors
Tennessee
$216K -$66.9K -315 -24%
78 79
80
81 82