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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1976
Frazier Financial Advisors
Ohio
$17.6K -$3.22K -30 -14%
APW
1977
Aventura Private Wealth
Florida
$17.5K – – –
RTL
1978
Red Tortoise LLC
Georgia
$17.3K +$322 +3 +2%
FFL
1979
Financial Freedom LLC
Ohio
$16.6K +$4.72K +44 +35%
ASCM
1980
Adkins Seale Capital Management
Louisiana
$16.1K – – –
SR
1981
Swiss Re
Switzerland
$16.1K – – –
GG
1982
Gleason Group
Kentucky
$15.9K +$15K +140 +636%
DF
1983
Dunhill Financial
United Kingdom
$15.9K -$1.07K -10 -6%
BL
1984
BFSG LLC
California
$15.7K – – –
TCM
1985
TD Capital Management
Tennessee
$15.5K +$322 +3 +2%
HIA
1986
HFM Investment Advisors
New Jersey
$15.4K – – –
WOSD
1987
WFA of San Diego
California
$15.2K – – –
AF
1988
Abound Financial
California
$15.2K – – –
CW
1989
CrossGen Wealth
North Carolina
$14.9K -$19.9K -186 -55%
AI
1990
Atomic Invest
New York
$14.7K +$1.07K +10 +7%
CMA
1991
Cedar Mountain Advisors
Oregon
$14.6K +$1.18K +11 +8%
EWP
1992
Elevation Wealth Partners
California
$14.4K +$3.97K +37 +34%
CFG
1993
Clayton Financial Group
Missouri
$14.3K +$10.7K +100 +222%
MBFW
1994
Morton Brown Family Wealth
Pennsylvania
$14.2K -$4.08K -38 -21%
JSAM
1995
J. Safra Asset Management
New York
$14.2K – – –
SFS
1996
Sunrise Financial Services
Washington
$13.5K – – –
CFSG
1997
Community Financial Services Group
Vermont
$13.4K +$14.7K +137 New
GWP
1998
Gen-Wealth Partners
Michigan
$13.4K -$8.79K -82 -38%
PWMG
1999
Prestige Wealth Management Group
New Jersey
$13.3K -$3.33K -31 -19%
W
2000
WealthCollab
Washington
$13.2K +$1.07K +10 +8%
78 79
80
81 82