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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
FPIS
1976
Financial Planning & Information Services
Wisconsin
$210K +$209K +1,210 New
BPFA
1977
Barnes Pettey Financial Advisors
Mississippi
$210K +$209K +1,209 New
MWM
1978
Modera Wealth Management
New Jersey
$210K -$42.4K -245 -17%
PCI
1979
Planning Center Inc
Illinois
$210K -$9.69K -56 -4%
SIMG
1980
Sonora Investment Management Group
Arizona
$208K +$208K +1,199 New
OWA
1981
Opal Wealth Advisors
New York
$208K +$207K +1,197 New
SDWIA
1982
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$208K +$207K +1,197 New
TWM
1983
Tradition Wealth Management
Minnesota
$208K -$10.9K -63 -5%
PTC
1984
Philadelphia Trust Company
Pennsylvania
$208K +$207K +1,194 New
EIP
1985
Ellis Investment Partners
Pennsylvania
$208K +$1.56K +9 +0.8%
ETIA
1986
Epic Trust Investment Advisors
Washington
$207K +$206K +1,188 New
SWM
1987
Shakespeare Wealth Management
Wisconsin
$207K +$206K +1,190 New
NC
1988
NBW Capital
Massachusetts
$206K +$205K +1,187 New
AWM
1989
Act Wealth Management
Texas
$205K +$204K +1,179 New
KFI
1990
Key Financial Inc
Pennsylvania
$205K – – –
BFS
1991
Bickling Financial Services
Massachusetts
$204K +$203K +1,175 New
PMFA
1992
Plante Moran Financial Advisors
Michigan
$204K +$149K +858 +274%
WBC
1993
West Branch Capital
Massachusetts
$203K -$8.48K -49 -4%
NWM
1994
Northwest Wealth Management
Iowa
$203K +$202K +1,167 New
FWP
1995
Firethorn Wealth Partners
Georgia
$203K +$202K +1,166 New
BFG
1996
Berger Financial Group
Minnesota
$203K +$202K +1,165 New
TWP
1997
Tempus Wealth Planning
California
$201K +$200K +1,157 New
CAL
1998
Capital Advisors Ltd
Ohio
$201K -$3.12K -18 -2%
LAM
1999
Lifestyle Asset Management
Texas
$201K +$200K +1,156 New
HHGA
2000
Halbert Hargrove Global Advisors
California
$201K -$43.6K -252 -18%
78 79
80
81 82