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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
1976
Gleason Group
Kentucky
$15.9K +$15K +140 +636%
DF
1977
Dunhill Financial
United Kingdom
$15.9K -$1.07K -10 -6%
BL
1978
BFSG LLC
California
$15.7K – – –
TCM
1979
TD Capital Management
Tennessee
$15.5K +$322 +3 +2%
HIA
1980
HFM Investment Advisors
New Jersey
$15.4K – – –
WOSD
1981
WFA of San Diego
California
$15.2K – – –
AF
1982
Abound Financial
California
$15.2K – – –
CW
1983
CrossGen Wealth
North Carolina
$14.9K -$19.9K -186 -55%
CMA
1984
Cedar Mountain Advisors
Oregon
$14.6K +$1.18K +11 +8%
EWP
1985
Elevation Wealth Partners
California
$14.4K +$3.97K +37 +34%
CFG
1986
Clayton Financial Group
Missouri
$14.3K +$10.7K +100 +222%
MBFW
1987
Morton Brown Family Wealth
Pennsylvania
$14.2K -$4.08K -38 -21%
JSAM
1988
J. Safra Asset Management
New York
$14.2K – – –
SFS
1989
Sunrise Financial Services
Washington
$13.5K – – –
CFSG
1990
Community Financial Services Group
Vermont
$13.4K +$14.7K +137 New
GWP
1991
Gen-Wealth Partners
Michigan
$13.4K -$8.79K -82 -38%
PWMG
1992
Prestige Wealth Management Group
New Jersey
$13.3K -$3.33K -31 -19%
W
1993
WealthCollab
Washington
$13.2K +$1.07K +10 +8%
AT
1994
Avalon Trust
New Mexico
$13.1K – – –
DFC
1995
DB Fitzpatrick & Co
Idaho
$12.7K – – –
KG
1996
Kilter Group
New York
$12.1K +$107 +1 +0.8%
HWM
1997
HighMark Wealth Management
Minnesota
$11.9K -$1.93K -18 -13%
MGI
1998
Miller Global Investments
Texas
$11.4K – – –
SWP
1999
SIMA Wealth Partners
Virginia
$11K – – –
KB
2000
Kimelman & Baird
New York
$10K – – –
78 79
80
81 82