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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
FCAS
1976
First Command Advisory Services
Texas
$89K -$14.7K -103 -14%
IWP
1977
IAG Wealth Partners
Wisconsin
$87.6K -$33.5K -234 -27%
BWP
1978
Baldwin Wealth Partners
Massachusetts
$83.6K -$8.88K -62 -9%
GFPC
1979
Global Financial Private Client
Florida
$83.2K -$7.59K -53 -8%
MRCM
1980
M&R Capital Management
New Jersey
$83.1K +$22.9K +160 +36%
AT
1981
Avalon Trust
New Mexico
$82.5K – – –
WIA
1982
Wetzel Investment Advisors
Indiana
$82K -$13.6K -95 -15%
RFA
1983
Register Financial Advisors
Georgia
$81.7K -$85.2K -595 -50%
GLR
1984
Great Lakes Retirement
Ohio
$80.9K +$84.6K +591 New
TFM
1985
TFC Financial Management
Massachusetts
$79.6K +$4.01K +28 +5%
AT
1986
Arlington Trust
Alabama
$78K +$20.3K +142 +33%
FC
1987
Fairscale Capital
New Hampshire
$77.5K +$75.3K +526 New
VAMG
1988
Voisard Asset Management Group
Michigan
$77.5K +$28.6K +200 +55%
JWM
1989
Janiczek Wealth Management
Colorado
$76.9K -$16.8K -117 -17%
QL
1990
Quarry LP
New York
$73.5K +$63K +440 +454%
CH
1991
Canton Hathaway
Rhode Island
$73K – – –
PH
1992
Pinnacle Holdings
Oklahoma
$71.8K -$10K -70 -12%
PWMA
1993
Pension & Wealth Management Advisors
Massachusetts
$71.6K +$67.3K +470 +887%
HGERS
1994
Householder Group Estate & Retirement Specialist
Arizona
$70K +$10K +70 +16%
IGWM
1995
ICA Group Wealth Management
Colorado
$69.4K -$408K -2,853 -85%
CJH
1996
Christopher J. Hasenberg
Wisconsin
$68.8K +$72K +503 New
SIC
1997
SJS Investment Consulting
Ohio
$64.7K -$286 -2 -0.4%
AWM
1998
Atticus Wealth Management
Florida
$62.3K -$11.6K -81 -15%
JFA
1999
JNBA Financial Advisors
Minnesota
$62.2K – – –
TSWM
2000
Tyler-Stone Wealth Management
Ohio
$61K +$573 +4 +0.9%
78 79
80
81 82