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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
1976
Total Clarity Wealth Management
Illinois
$112K +$112K +613 New
FCB
1977
First Command Bank
Texas
$111K – – –
FCFS
1978
First Command Financial Services
Texas
$111K – – –
Credit Agricole
1979
Credit Agricole
France
$110K -$477K -2,613 -81%
HCM
1980
Highlander Capital Management
New Jersey
$110K – – –
TAIM
1981
TD Ameritrade Investment Management
Nebraska
$108K -$25.4K -139 -19%
TFM
1982
TFC Financial Management
Massachusetts
$104K – – –
CWC
1983
Carolinas Wealth Consulting
North Carolina
$101K +$912 +5 +0.9%
SC
1984
Sierra Capital
Florida
$99K -$1.09K -6 -1%
WWMSC
1985
Wagner Wealth Management (South Carolina)
South Carolina
$98K +$97.4K +534 New
MW
1986
Milestone Wealth
New York
$97K – – –
BFG
1987
Baron Financial Group
New Jersey
$96.7K – – –
HDIM
1988
Hanson & Doremus Investment Management
Vermont
$96K – – –
ARMC
1989
American Research & Management Company
Massachusetts
$94K – – –
LFG
1990
Larson Financial Group
Missouri
$93K +$4.2K +23 +5%
CCM
1991
Chilton Capital Management
Texas
$93K +$93K +510 New
PMFA
1992
Plante Moran Financial Advisors
Michigan
$92K -$4.56K -25 -5%
TC
1993
Tacita Capital
Ontario, Canada
$92K – – –
AP
1994
Arlington Partners
Alabama
$92K +$34.5K +189 +60%
JPLA
1995
Joseph P. Lucia & Associates
New York
$91K -$18.2K -100 -17%
BCM
1996
Blume Capital Management
California
$91K -$4.56K -25 -5%
NF
1997
Norwood Financial
Pennsylvania
$91K – – –
RDIA
1998
RE Dickinson Investment Advisors
Iowa
$91K – – –
CA
1999
Crewe Advisors
Utah
$88K +$61.8K +339 +237%
TSWM
2000
Tyler-Stone Wealth Management
Ohio
$87K – – –