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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
EL
1976
Essex LLC
Illinois
$205K +$173 +1 +0.1%
CG
1977
Cutler Group
California
$205K +$228K +1,319 New
KFI
1978
Key Financial Inc
Pennsylvania
$204K – – –
PWA
1979
Providence Wealth Advisors
Illinois
$204K -$12.3K -71 -5%
ACM
1980
AUA Capital Management
Pennsylvania
$203K +$18.3K +106 +9%
PTC
1981
Philadelphia Trust Company
Pennsylvania
$203K +$19.2K +111 +9%
PB
1982
Pinnacle Bancorp
Nebraska
$203K – – –
QCIG
1983
Quad-Cities Investment Group
Iowa
$202K +$518 +3 +0.2%
WFI
1984
West Family Investments
California
$202K +$224K +1,296 New
APW
1985
Aurora Private Wealth
New Jersey
$202K +$13.5K +78 +6%
RBFC
1986
Roman Butler Fullerton & Co
Missouri
$202K +$1.38K +8 +0.6%
DAM
1987
Derbend Asset Management
Georgia
$201K -$48.5K -281 -18%
AFAS
1988
Acorn Financial Advisory Services
Virginia
$201K -$3.45K -20 -2%
GIM
1989
Goelzer Investment Management
Indiana
$201K -$66.5K -385 -23%
MWP
1990
Madison Wealth Partners
Wisconsin
$200K +$3.28K +19 +1%
VWM
1991
Vigilare Wealth Management
Arizona
$200K -$67.1K -389 -23%
NFSG
1992
Newbridge Financial Services Group
Florida
$200K – – –
TIA
1993
Tiemann Investment Advisors
California
$197K -$4.32K -25 -2%
GJIA
1994
Glass Jacobson Investment Advisors
Maryland
$196K – – –
SIS
1995
Sound Income Strategies
Florida
$196K +$345 +2 +0.2%
RA
1996
Rise Advisors
New York
$194K +$72.3K +419 +51%
AWM
1997
Avior Wealth Management
Nebraska
$193K -$7.59K -44 -3%
BWM
1998
Baystate Wealth Management
Massachusetts
$189K +$12.9K +75 +7%
CAL
1999
Capital Advisors Ltd
Ohio
$188K +$9.49K +55 +5%
SIMG
2000
Stephens Investment Management Group
Texas
$188K – – –
78 79
80
81 82