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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1976
NBW Capital
Massachusetts
$206K +$863 +5 +0.4%
AA
1977
Advisory Alpha
Michigan
$206K +$23.1K +134 +11%
EL
1978
Essex LLC
Illinois
$205K +$173 +1 +0.1%
CG
1979
Cutler Group
California
$205K +$228K +1,319 New
KFI
1980
Key Financial Inc
Pennsylvania
$204K – – –
PWA
1981
Providence Wealth Advisors
Illinois
$204K -$12.3K -71 -5%
ACM
1982
AUA Capital Management
Pennsylvania
$203K +$18.3K +106 +9%
PTC
1983
Philadelphia Trust Company
Pennsylvania
$203K +$19.2K +111 +9%
PB
1984
Pinnacle Bancorp
Nebraska
$203K – – –
QCIG
1985
Quad-Cities Investment Group
Iowa
$202K +$518 +3 +0.2%
WFI
1986
West Family Investments
California
$202K +$224K +1,296 New
APW
1987
Aurora Private Wealth
New Jersey
$202K +$13.5K +78 +6%
RBFC
1988
Roman Butler Fullerton & Co
Missouri
$202K +$1.38K +8 +0.6%
DAM
1989
Derbend Asset Management
Georgia
$201K -$48.5K -281 -18%
AFAS
1990
Acorn Financial Advisory Services
Virginia
$201K -$3.45K -20 -2%
GIM
1991
Goelzer Investment Management
Indiana
$201K -$66.5K -385 -23%
MWP
1992
Madison Wealth Partners
Wisconsin
$200K +$3.28K +19 +1%
VWM
1993
Vigilare Wealth Management
Arizona
$200K -$67.1K -389 -23%
NFSG
1994
Newbridge Financial Services Group
Florida
$200K – – –
TIA
1995
Tiemann Investment Advisors
California
$197K -$4.32K -25 -2%
GJIA
1996
Glass Jacobson Investment Advisors
Maryland
$196K – – –
SIS
1997
Sound Income Strategies
Florida
$196K +$345 +2 +0.2%
RA
1998
Rise Advisors
New York
$194K +$72.3K +419 +51%
AWM
1999
Avior Wealth Management
Nebraska
$193K -$7.59K -44 -3%
BWM
2000
Baystate Wealth Management
Massachusetts
$189K +$12.9K +75 +7%
78 79
80
81 82