We are live on ! Find out more
UPS icon

United Parcel Service

Name Holding Trade Value Shares
Change
Change in
Stake
DF
1976
Dunhill Financial
United Kingdom
$57K -$7.53K -63 -11%
AW
1977
Avion Wealth
Texas
$56K – – –
FCAS
1978
First Command Advisory Services
Texas
$55K -$2.39K -20 -4%
ATC
1979
Advantage Trust Company
Kansas
$55K – – –
CJH
1980
Christopher J. Hasenberg
Wisconsin
$55K – – –
IAS
1981
IMA Advisory Services
Colorado
$54.7K +$59.4K +497 New
QC
1982
Quent Capital
New York
$51.5K -$10.6K -89 -16%
FC
1983
Fairscale Capital
New Hampshire
$51.3K – – –
FMB
1984
Field & Main Bank
Kentucky
$51.1K -$71.1K -595 -56%
WF
1985
Wayfinding Financial
Washington
$51K +$55.6K +465 New
CB
1986
CNB Bank
Pennsylvania
$50.8K -$6.93K -58 -11%
TCM
1987
TruNorth Capital Management
Michigan
$50.8K +$21.2K +177 +62%
BGC
1988
Beutel, Goodman & Co
Ontario, Canada
$49K +$53.8K +450 New
BHWM
1989
Beaird Harris Wealth Management
Texas
$48.9K – – –
AC
1990
AlphaCore Capital
California
$48.7K +$53K +443 New
VWA
1991
VSM Wealth Advisory
Maryland
$48.4K +$120 +1 +0.2%
SC
1992
Swan Capital
Florida
$48.3K – – –
OSNBOA
1993
Old Second National Bank of Aurora
Illinois
$48.2K -$3.71K -31 -7%
OWA
1994
Opal Wealth Advisors
New York
$47.5K +$51.7K +432 New
IIL
1995
Insight Inv LLC
California
$47.1K +$2.42M +20,203 New
CH
1996
Canton Hathaway
Rhode Island
$47K -$12.6K -105 -20%
NECFA
1997
New England Capital Financial Advisors
Connecticut
$46.9K +$48.1K +402 +1,608%
PCFFS
1998
Pacific Center for Financial Services
California
$46.7K -$359 -3 -0.7%
NFSG
1999
Newbridge Financial Services Group
Florida
$46.3K -$22.7K -190 -31%
AEPWM
2000
Atlantic Edge Private Wealth Management
Florida
$45.4K +$598 +5 +1%