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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1976
HHM Wealth Advisors
Tennessee
$195K – – –
BGAI
1977
Bruce G. Allen Investments
Colorado
$194K +$15K +99 +8%
MHR
1978
Matthew Hamilton Rosenberg
$187K -$4.86K -32 -2%
GJIA
1979
Glass Jacobson Investment Advisors
Maryland
$187K – – –
HT
1980
Headlands Technologies
Illinois
$184K +$188K +1,240 New
SWM
1981
Sugarloaf Wealth Management
Georgia
$183K – – –
SIMG
1982
Stephens Investment Management Group
Texas
$179K – – –
AA
1983
Addison Advisors
Vermont
$179K +$7.6K +50 +4%
TC
1984
Trust Company
Kansas
$178K – – –
USGIU
1985
U.S. Global Investors (USGI)
Texas
$178K +$40K +263 +28%
RFA
1986
Register Financial Advisors
Georgia
$177K -$216K -1,418 -54%
CT
1987
Clearstead Trust
Maine
$176K +$4.1K +27 +2%
BAM
1988
Bellevue Asset Management
Washington
$172K -$27.4K -180 -13%
FPB
1989
First PREMIER Bank
South Dakota
$170K +$3.95K +26 +2%
AF
1990
Advisornet Financial
Minnesota
$169K +$6.38K +42 +4%
USB
1991
Union Savings Bank
Connecticut
$169K +$15.2K +100 +10%
MWM
1992
Mascoma Wealth Management
New Hampshire
$167K -$146K -958 -46%
C
1993
Covestor
United Kingdom
$166K +$20.8K +137 +14%
OWA
1994
Opal Wealth Advisors
New York
$165K +$169K +1,111 New
CAL
1995
Capital Advisors Ltd
Ohio
$165K -$7.75K -51 -4%
PMFA
1996
Plante Moran Financial Advisors
Michigan
$156K -$25.4K -167 -14%
MSFP
1997
Mark Sheptoff Financial Planning
Connecticut
$156K – – –
CQS
1998
Credential Qtrade Securities
$152K -$654K -4,305 -81%
ACA
1999
American Capital Advisory
Idaho
$150K – – –
HBW
2000
Hazlett, Burt & Watson
West Virginia
$150K -$16K -105 -9%
78 79
80
81 82