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United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
PR
1976
Payden & Rygel
California
$177K
USGIU
1977
U.S. Global Investors (USGI)
Texas
$175K -$14.2K -108 -7%
CAM
1978
Chesapeake Asset Management
New York
$174K -$1.45K -11 -0.8%
BIG
1979
Brooklyn Investment Group
New York
$174K -$142K -1,082 -44%
NWWA
1980
New Wave Wealth Advisors
Arkansas
$174K -$32.4K -246 -15%
ECM
1981
Elgethun Capital Management
South Dakota
$172K +$2.24K +17 +1%
FMTCOCP
1982
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$167K -$13.2K -100 -7%
ACM
1983
Aster Capital Management
United Arab Emirates
$164K +$121K +920 +242%
MTIC
1984
Missouri Trust & Investment Company
Missouri
$162K
FWA
1985
Flagship Wealth Advisors
Massachusetts
$162K +$169K +1,281 New
LC
1986
Lavaca Capital
Texas
$161K +$168K +1,279 New
MMCM
1987
Murphy & Mullick Capital Management
New York
$160K +$166K +1,265 New
CBT
1988
Crews Bank & Trust
Florida
$159K +$166K +1,263 New
PWS
1989
Peterson Wealth Services
Utah
$159K +$1.45K +11 +0.9%
GJIA
1990
Glass Jacobson Investment Advisors
Maryland
$159K +$658 +5 +0.4%
YDMI
1991
Y.D. More Investments
Israel
$159K +$46.3K +352 +39%
AG
1992
AmeriFlex Group
Nevada
$156K +$180K +1,365 New
HBW
1993
Hazlett, Burt & Watson
West Virginia
$155K +$790 +6 +0.5%
CT
1994
Clearstead Trust
Maine
$153K +$658 +5 +0.4%
BCMLT
1995
Beacon Capital Management LLC (Tennessee)
Tennessee
$152K -$32.9K -250 -17%
FDP
1996
Financiere des Professionnels
Quebec, Canada
$151K
API
1997
Asset Planning Inc
California
$150K +$156K +1,189 New
CWM
1998
Centricity Wealth Management
Ohio
$149K +$155K +1,180 New
CSPIA
1999
Cary Street Partners Investment Advisory
Virginia
$147K -$5.57M -42,336 -97%
DIP
2000
DT Investment Partners
Pennsylvania
$145K -$133K -1,010 -47%