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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1976
WBH Advisory
Maryland
$236K – – –
DA
1977
Dillon & Associates
Michigan
$235K -$13.3K -75 -5%
KFI
1978
Key Financial Inc
Pennsylvania
$235K +$7.99K +45 +4%
JF
1979
Joule Financial
Kentucky
$234K +$232K +1,308 New
AFAS
1980
Acorn Financial Advisory Services
Virginia
$234K +$27.5K +155 +13%
NWM
1981
Northwest Wealth Management
Iowa
$234K -$4.97K -28 -2%
RCG
1982
Resource Consulting Group
Florida
$234K +$232K +1,305 New
AMCA
1983
Arthur M. Cohen & Associates
Illinois
$234K – – –
PB
1984
Pinnacle Bancorp
Nebraska
$233K +$9.94K +56 +5%
EFG
1985
Everhart Financial Group
Ohio
$232K -$38.7K -218 -14%
QCIG
1986
Quad-Cities Investment Group
Iowa
$232K -$18.8K -106 -8%
TIA
1987
Tiemann Investment Advisors
California
$232K – – –
CAI
1988
Capital Advisors Inc
Oklahoma
$230K -$28.4K -160 -11%
AWM
1989
Avior Wealth Management
Nebraska
$230K +$5.86K +33 +3%
LAM
1990
Lifestyle Asset Management
Texas
$229K +$13.8K +78 +6%
PFG
1991
Prosperity Financial Group
California
$229K +$227K +1,280 New
NFSG
1992
Newbridge Financial Services Group
Florida
$229K -$9.94K -56 -4%
NFG
1993
Nadler Financial Group
Illinois
$229K +$8.88K +50 +4%
AIA
1994
Angeles Investment Advisors
California
$227K +$5.68K +32 +3%
MWP
1995
Madison Wealth Partners
Wisconsin
$227K – – –
RB
1996
Renasant Bank
Mississippi
$227K -$42.8K -241 -16%
KWS
1997
Keystone Wealth Services
California
$226K +$1.24K +7 +0.6%
GJIA
1998
Glass Jacobson Investment Advisors
Maryland
$225K +$223K +1,255 New
NRC
1999
New Republic Capital
North Carolina
$225K -$8.17K -46 -4%
W
2000
Wealthquest
Ohio
$225K – – –
78 79
80
81 82