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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1976
Hudock Inc
Pennsylvania
$210K +$1.21K +8 +0.6%
QFA
1977
Quantum Financial Advisors
California
$209K -$52.2K -345 -21%
PB
1978
Pinnacle Bancorp
Nebraska
$209K +$4.54K +30 +2%
OPCM
1979
Osborne Partners Capital Management
California
$209K -$1.51K -10 -0.7%
BIP
1980
Blueprint Investment Partners
North Carolina
$209K +$201K +1,328 New
BOPW
1981
Brandywine Oak Private Wealth
Pennsylvania
$209K -$15.6K -103 -7%
RBFC
1982
Roman Butler Fullerton & Co
Missouri
$209K +$1.36K +9 +0.7%
EFG
1983
Ethos Financial Group
Pennsylvania
$208K +$200K +1,323 New
EL
1984
Essex LLC
Illinois
$207K +$151 +1 +0.1%
HWA
1985
HHM Wealth Advisors
Tennessee
$206K +$33.3K +220 +20%
DAM
1986
Derbend Asset Management
Georgia
$205K +$1.97K +13 +1%
RCG
1987
Resource Consulting Group
Florida
$205K +$197K +1,305 New
PTC
1988
Philadelphia Trust Company
Pennsylvania
$205K – – –
ACM
1989
AUA Capital Management
Pennsylvania
$205K – – –
MHR
1990
Matthew Hamilton Rosenberg
$205K -$45.7K -302 -19%
SWM
1991
Selective Wealth Management
Virginia
$205K -$26.9K -178 -12%
EWM
1992
EPG Wealth Management
Georgia
$205K +$756 +5 +0.4%
WE
1993
Wealth Effects
Massachusetts
$204K -$8.77K -58 -4%
AA
1994
Auxano Advisors
Washington
$204K -$7.71K -51 -4%
SFO
1995
Stokes Family Office
Louisiana
$203K -$85.1K -563 -30%
MWP
1996
Madison Wealth Partners
Wisconsin
$202K – – –
VWM
1997
Vigilare Wealth Management
Arizona
$202K – – –
APG
1998
Abacus Planning Group
South Carolina
$202K -$22.5K -149 -10%
BCA
1999
Bay Colony Advisors
Massachusetts
$202K +$194K +1,284 New
LAM
2000
Lifestyle Asset Management
Texas
$202K -$17.1K -113 -8%
78 79
80
81 82