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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
1976
Advantage Trust Company
Kansas
$55K – – –
CJH
1977
Christopher J. Hasenberg
Wisconsin
$55K – – –
IAS
1978
IMA Advisory Services
Colorado
$54.7K +$59.4K +497 New
QC
1979
Quent Capital
New York
$51.5K -$10.6K -89 -16%
FC
1980
Fairscale Capital
New Hampshire
$51.3K – – –
FMB
1981
Field & Main Bank
Kentucky
$51.1K -$71.1K -595 -56%
WF
1982
Wayfinding Financial
Washington
$51K +$55.6K +465 New
CB
1983
CNB Bank
Pennsylvania
$50.8K -$6.93K -58 -11%
TCM
1984
TruNorth Capital Management
Michigan
$50.8K +$21.2K +177 +62%
BGC
1985
Beutel, Goodman & Co
Ontario, Canada
$49K +$53.8K +450 New
BHWM
1986
Beaird Harris Wealth Management
Texas
$48.9K – – –
AC
1987
AlphaCore Capital
California
$48.7K +$53K +443 New
VWA
1988
VSM Wealth Advisory
Maryland
$48.4K +$120 +1 +0.2%
SC
1989
Swan Capital
Florida
$48.3K – – –
OSNBOA
1990
Old Second National Bank of Aurora
Illinois
$48.2K -$3.71K -31 -7%
OWA
1991
Opal Wealth Advisors
New York
$47.5K +$51.7K +432 New
IIL
1992
Insight Inv LLC
California
$47.1K +$2.42M +20,203 New
CH
1993
Canton Hathaway
Rhode Island
$47K -$12.6K -105 -20%
NECFA
1994
New England Capital Financial Advisors
Connecticut
$46.9K +$48.1K +402 +1,608%
PCFFS
1995
Pacific Center for Financial Services
California
$46.7K -$359 -3 -0.7%
NFSG
1996
Newbridge Financial Services Group
Florida
$46.3K -$22.7K -190 -31%
AEPWM
1997
Atlantic Edge Private Wealth Management
Florida
$45.4K +$598 +5 +1%
AWM
1998
Abound Wealth Management
Tennessee
$45.1K +$15.2K +127 +45%
EIM
1999
Essex Investment Management
Massachusetts
$44.4K – – –
RAM
2000
Ramirez Asset Management
New York
$44K – – –
78 79
80
81 82