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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
1976
M&R Capital Management
New Jersey
$83.1K +$22.9K +160 +36%
AT
1977
Avalon Trust
New Mexico
$82.5K – – –
WIA
1978
Wetzel Investment Advisors
Indiana
$82K -$13.6K -95 -15%
RFA
1979
Register Financial Advisors
Georgia
$81.7K -$85.2K -595 -50%
GLR
1980
Great Lakes Retirement
Ohio
$80.9K +$84.6K +591 New
TFM
1981
TFC Financial Management
Massachusetts
$79.6K +$4.01K +28 +5%
AT
1982
Arlington Trust
Alabama
$78K +$20.3K +142 +33%
FC
1983
Fairscale Capital
New Hampshire
$77.5K +$75.3K +526 New
VAMG
1984
Voisard Asset Management Group
Michigan
$77.5K +$28.6K +200 +55%
JWM
1985
Janiczek Wealth Management
Colorado
$76.9K -$16.8K -117 -17%
QL
1986
Quarry LP
New York
$73.5K +$63K +440 +454%
CH
1987
Canton Hathaway
Rhode Island
$73K – – –
PH
1988
Pinnacle Holdings
Oklahoma
$71.8K -$10K -70 -12%
PWMA
1989
Pension & Wealth Management Advisors
Massachusetts
$71.6K +$67.3K +470 +887%
HGERS
1990
Householder Group Estate & Retirement Specialist
Arizona
$70K +$10K +70 +16%
IGWM
1991
ICA Group Wealth Management
Colorado
$69.4K -$408K -2,853 -85%
CJH
1992
Christopher J. Hasenberg
Wisconsin
$68.8K +$72K +503 New
SIC
1993
SJS Investment Consulting
Ohio
$64.7K -$286 -2 -0.4%
AWM
1994
Atticus Wealth Management
Florida
$62.3K -$11.6K -81 -15%
JFA
1995
JNBA Financial Advisors
Minnesota
$62.2K – – –
TSWM
1996
Tyler-Stone Wealth Management
Ohio
$61K +$573 +4 +0.9%
BHWM
1997
Beaird Harris Wealth Management
Texas
$61K -$1.43K -10 -2%
SC
1998
Swan Capital
Florida
$60.1K +$62.9K +439 New
TFGT
1999
TS Financial Group (TSFG)
Illinois
$60K -$10.7K -75 -15%
PCFFS
2000
Pacific Center for Financial Services
California
$58.6K – – –
78 79
80
81 82