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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
VAMG
1976
Voisard Asset Management Group
Michigan
$63K -$13.7K -104 -18%
JFA
1977
JNBA Financial Advisors
Minnesota
$61.9K – – –
AWM
1978
Atticus Wealth Management
Florida
$61.6K -$394 -3 -0.7%
BWL
1979
Bogart Wealth LLC
Virginia
$61.1K -$3.32M -25,272 -98%
SIC
1980
SJS Investment Consulting
Ohio
$60.8K -$3.54K -27 -6%
BHWM
1981
Beaird Harris Wealth Management
Texas
$60.7K – – –
HNB
1982
Hilltop National Bank
Wyoming
$60.4K +$4.59K +35 +9%
TFGT
1983
TS Financial Group (TSFG)
Illinois
$60K +$131 +1 +0.2%
SC
1984
Swan Capital
Florida
$59.9K – – –
PCFFS
1985
Pacific Center for Financial Services
California
$58.4K – – –
EIM
1986
Essex Investment Management
Massachusetts
$55.1K – – –
WWM
1987
Wolff Wiese Magana
California
$54.9K +$4.2K +32 +9%
RAM
1988
Ramirez Asset Management
New York
$54.5K +$13.1K +100 +33%
CPA
1989
Capital Performance Advisors
California
$53.6K +$51.6K +393 New
FPFS
1990
First Personal Financial Services
North Carolina
$51.8K -$2.1K -16 -4%
ACM
1991
Aster Capital Management
United Arab Emirates
$51.8K +$49.9K +380 New
PS
1992
Planned Solutions
California
$50.4K +$48.6K +370 New
RDIA
1993
RE Dickinson Investment Advisors
Iowa
$49.8K – – –
EBA
1994
Eagle Bay Advisors
New York
$49.1K +$7.62K +58 +19%
CWC
1995
Carolinas Wealth Consulting
North Carolina
$48.5K -$656 -5 -1%
CC
1996
Centiva Capital
New York
$48.4K -$1.36M -10,369 -97%
DWS
1997
Dynamic Wealth Strategies
California
$47K – – –
VWA
1998
Valued Wealth Advisors
Utah
$46.2K -$5.78K -44 -11%
GPFA
1999
Game Plan Financial Advisors
Ohio
$45.8K – – –
PP
2000
Pingora Partners
Wyoming
$45.7K – – –
78 79
80
81 82