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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1976
TD Capital Management
Tennessee
$21.7K +$21.2K +215 New
PWA
1977
Physician Wealth Advisors
Utah
$21.5K +$3.25K +33 +18%
CB
1978
CNB Bank
Pennsylvania
$21.5K -$24.5K -249 -54%
FRA
1979
Front Row Advisors
California
$21.2K – – –
OP
1980
ORG Partners
Indiana
$21K -$32.3K -328 -62%
TCM
1981
TruNorth Capital Management
Michigan
$20.4K -$25.6K -260 -56%
AT
1982
Arlington Trust
Alabama
$20.2K -$7.38K -75 -27%
SNB
1983
Security National Bank
Nebraska
$20.2K – – –
CPG
1984
Cornerstone Planning Group
New Jersey
$19.9K +$2.66K +27 +13%
APW
1985
Aventura Private Wealth
Florida
$19.7K -$14.8K -150 -43%
QWM
1986
Quaker Wealth Management
New Jersey
$19.4K +$18.9K +192 New
CIAM
1987
Caitong International Asset Management
Hong Kong
$19.1K +$18.1K +184 +3,680%
T
1988
TOBAM
France
$19K -$689K -7,004 -97%
WBC
1989
West Branch Capital
Massachusetts
$18.2K – – –
AWM
1990
Activest Wealth Management
Florida
$17.6K +$14.2K +144 +480%
FCAS
1991
First Command Advisory Services
Texas
$17.4K -$32.3K -328 -66%
RTL
1992
Red Tortoise LLC
Georgia
$16.9K -$1.28K -13 -7%
CAM
1993
Creekmur Asset Management
Illinois
$16.9K -$1.08K -11 -6%
CCM
1994
Carderock Capital Management
Maryland
$16.9K +$16.4K +167 New
HHMI
1995
Howard Hughes Medical Institute
Maryland
$15.9K +$15.5K +158 New
W
1996
WealthCollab
Washington
$15.6K -$2.56K -26 -14%
WOSD
1997
WFA of San Diego
California
$15.6K +$15.2K +155 New
PWMG
1998
Prestige Wealth Management Group
New Jersey
$15.5K – – –
FDCP
1999
Foster Dykema Cabot & Partners
Massachusetts
$15.1K – – –
CWIG
2000
Chung Wu Investment Group
Texas
$15.1K +$14.8K +150 New
78 79
80
81 82