We are live on ! Find out more
UPS icon

United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1976
Bellevue Asset Management
Washington
$210K -$33.6K -222 -14%
OHWA
1977
Oak Hill Wealth Advisors
Virginia
$210K -$7.56K -50 -4%
HI
1978
Hudock Inc
Pennsylvania
$210K +$1.21K +8 +0.6%
QFA
1979
Quantum Financial Advisors
California
$209K -$52.2K -345 -21%
PB
1980
Pinnacle Bancorp
Nebraska
$209K +$4.54K +30 +2%
OPCM
1981
Osborne Partners Capital Management
California
$209K -$1.51K -10 -0.7%
BIP
1982
Blueprint Investment Partners
North Carolina
$209K +$201K +1,328 New
BOPW
1983
Brandywine Oak Private Wealth
Pennsylvania
$209K -$15.6K -103 -7%
RBFC
1984
Roman Butler Fullerton & Co
Missouri
$209K +$1.36K +9 +0.7%
EFG
1985
Ethos Financial Group
Pennsylvania
$208K +$200K +1,323 New
EL
1986
Essex LLC
Illinois
$207K +$151 +1 +0.1%
HWA
1987
HHM Wealth Advisors
Tennessee
$206K +$33.3K +220 +20%
DAM
1988
Derbend Asset Management
Georgia
$205K +$1.97K +13 +1%
RCG
1989
Resource Consulting Group
Florida
$205K +$197K +1,305 New
PTC
1990
Philadelphia Trust Company
Pennsylvania
$205K – – –
ACM
1991
AUA Capital Management
Pennsylvania
$205K – – –
MHR
1992
Matthew Hamilton Rosenberg
$205K -$45.7K -302 -19%
SWM
1993
Selective Wealth Management
Virginia
$205K -$26.9K -178 -12%
EWM
1994
EPG Wealth Management
Georgia
$205K +$756 +5 +0.4%
WE
1995
Wealth Effects
Massachusetts
$204K -$8.77K -58 -4%
AA
1996
Auxano Advisors
Washington
$204K -$7.71K -51 -4%
SFO
1997
Stokes Family Office
Louisiana
$203K -$85.1K -563 -30%
MWP
1998
Madison Wealth Partners
Wisconsin
$202K – – –
VWM
1999
Vigilare Wealth Management
Arizona
$202K – – –
APG
2000
Abacus Planning Group
South Carolina
$202K -$22.5K -149 -10%
78 79
80
81 82