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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
FDW
1976
Fourth Dimension Wealth
Ohio
$18.9K -$2.34K -25 -12%
WAU
1977
Wellington-Altus USA
Manitoba, Canada
$18.4K +$17.3K +185 New
MBFW
1978
Morton Brown Family Wealth
Pennsylvania
$18.1K – – –
AFG
1979
Albion Financial Group
Utah
$17.9K -$16.8K -180 -50%
APW
1980
Aventura Private Wealth
Florida
$17.7K +$935 +10 +6%
RTL
1981
Red Tortoise LLC
Georgia
$17.2K +$281 +3 +2%
WAG
1982
Wilkerson Advisory Group
Missouri
$16.9K +$16K +171 New
DF
1983
Dunhill Financial
United Kingdom
$16.9K +$842 +9 +6%
EF
1984
Entrust Financial
Pennsylvania
$16.7K +$15.8K +169 New
PWMG
1985
Prestige Wealth Management Group
New Jersey
$16.5K +$2.9K +31 +23%
EWM
1986
Evolution Wealth Management
Florida
$16.3K -$4.4K -47 -22%
ASCM
1987
Adkins Seale Capital Management
Louisiana
$16.3K +$15.3K +164 New
SR
1988
Swiss Re
Switzerland
$16.3K +$15.3K +164 New
BL
1989
BFSG LLC
California
$15.9K +$1.87K +20 +14%
HHMI
1990
Howard Hughes Medical Institute
Maryland
$15.8K +$94 +1 +0.6%
HIA
1991
HFM Investment Advisors
New Jersey
$15.6K +$13.5K +144 +1,108%
TCM
1992
TD Capital Management
Tennessee
$15.4K +$187 +2 +1%
WOSD
1993
WFA of San Diego
California
$15.4K – – –
AF
1994
Abound Financial
California
$15.3K +$14.4K +154 New
VWA
1995
VSM Wealth Advisory
Maryland
$14.9K -$8.7K -93 -38%
FDCP
1996
Foster Dykema Cabot & Partners
Massachusetts
$14.9K -$5.61K -60 -29%
AI
1997
Atomic Invest
New York
$14.4K +$13.6K +145 New
JSAM
1998
J. Safra Asset Management
New York
$14.3K +$13.5K +144 New
T
1999
TOBAM
France
$14K -$4.86K -52 -27%
HWM
2000
HighMark Wealth Management
Minnesota
$13.8K – – –
78 79
80
81 82