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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
1976
SBI Securities
Japan
$177K +$185K +1,407 New
PR
1977
Payden & Rygel
California
$177K – – –
USGIU
1978
U.S. Global Investors (USGI)
Texas
$175K -$14.2K -108 -7%
CAM
1979
Chesapeake Asset Management
New York
$174K -$1.45K -11 -0.8%
BIG
1980
Brooklyn Investment Group
New York
$174K -$142K -1,082 -44%
NWWA
1981
New Wave Wealth Advisors
Arkansas
$174K -$32.4K -246 -15%
ECM
1982
Elgethun Capital Management
South Dakota
$172K +$2.24K +17 +1%
BWM
1983
Bullock Wealth Management
Indiana
$168K -$67K -509 -28%
FMTCOCP
1984
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$167K -$13.2K -100 -7%
ACM
1985
Aster Capital Management
United Arab Emirates
$164K +$121K +920 +242%
MTIC
1986
Missouri Trust & Investment Company
Missouri
$162K – – –
FWA
1987
Flagship Wealth Advisors
Massachusetts
$162K +$169K +1,281 New
LC
1988
Lavaca Capital
Texas
$161K +$168K +1,279 New
MMCM
1989
Murphy & Mullick Capital Management
New York
$160K +$166K +1,265 New
CBT
1990
Crews Bank & Trust
Florida
$159K +$166K +1,263 New
PWS
1991
Peterson Wealth Services
Utah
$159K +$1.45K +11 +0.9%
GJIA
1992
Glass Jacobson Investment Advisors
Maryland
$159K +$658 +5 +0.4%
YDMI
1993
Y.D. More Investments
Israel
$159K +$46.3K +352 +39%
AG
1994
AmeriFlex Group
Nevada
$156K +$180K +1,365 New
HBW
1995
Hazlett, Burt & Watson
West Virginia
$155K +$790 +6 +0.5%
CT
1996
Clearstead Trust
Maine
$153K +$658 +5 +0.4%
BCMLT
1997
Beacon Capital Management LLC (Tennessee)
Tennessee
$152K -$32.9K -250 -17%
FDP
1998
Financiere des Professionnels
Quebec, Canada
$151K – – –
API
1999
Asset Planning Inc
California
$150K +$156K +1,189 New
CWM
2000
Centricity Wealth Management
Ohio
$149K +$155K +1,180 New
78 79
80
81 82