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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1976
Wilkerson Advisory Group
Missouri
$16.9K +$16K +171 New
DF
1977
Dunhill Financial
United Kingdom
$16.9K +$842 +9 +6%
EF
1978
Entrust Financial
Pennsylvania
$16.7K +$15.8K +169 New
PWMG
1979
Prestige Wealth Management Group
New Jersey
$16.5K +$2.9K +31 +23%
EWM
1980
Evolution Wealth Management
Florida
$16.3K -$4.4K -47 -22%
ASCM
1981
Adkins Seale Capital Management
Louisiana
$16.3K +$15.3K +164 New
SR
1982
Swiss Re
Switzerland
$16.3K +$15.3K +164 New
BL
1983
BFSG LLC
California
$15.9K +$1.87K +20 +14%
HHMI
1984
Howard Hughes Medical Institute
Maryland
$15.8K +$94 +1 +0.6%
HIA
1985
HFM Investment Advisors
New Jersey
$15.6K +$13.5K +144 +1,108%
TCM
1986
TD Capital Management
Tennessee
$15.4K +$187 +2 +1%
WOSD
1987
WFA of San Diego
California
$15.4K – – –
AF
1988
Abound Financial
California
$15.3K +$14.4K +154 New
VWA
1989
VSM Wealth Advisory
Maryland
$14.9K -$8.7K -93 -38%
FDCP
1990
Foster Dykema Cabot & Partners
Massachusetts
$14.9K -$5.61K -60 -29%
JSAM
1991
J. Safra Asset Management
New York
$14.3K +$13.5K +144 New
T
1992
TOBAM
France
$14K -$4.86K -52 -27%
HWM
1993
HighMark Wealth Management
Minnesota
$13.8K – – –
WIM
1994
Westside Investment Management
California
$13.8K +$281 +3 +2%
CMA
1995
Cedar Mountain Advisors
Oregon
$13.7K +$94 +1 +0.7%
SFS
1996
Sunrise Financial Services
Washington
$13.6K +$12.8K +137 New
AT
1997
Avalon Trust
New Mexico
$13.2K – – –
DFC
1998
DB Fitzpatrick & Co
Idaho
$12.8K – – –
FFL
1999
Financial Freedom LLC
Ohio
$12.4K – – –
BIA
2000
Bell Investment Advisors
California
$12.4K +$5.71K +61 +95%
78 79
80
81 82