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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
2001
Harbour Capital Advisors
Virginia
– -$285K -1,709 Closed
PL
2002
Plancorp LLC
Missouri
– -$270K -1,620 Closed
LJAC
2003
L.J. Altfest & Co
New York
– -$269K -1,615 Closed
ST
2004
Somerset Trust
Pennsylvania
– -$264K -1,582 Closed
HAM
2005
Hammer Asset Management
California
– -$256K -1,539 Closed
GIM
2006
Goelzer Investment Management
Indiana
– -$256K -1,535 Closed
BAS
2007
Brown Advisory Securities
Maryland
– -$255K -1,532 Closed
CIC
2008
Cornercap Investment Counsel
Georgia
– -$251K -1,511 Closed
FA
2009
Faithward Advisors
Pennsylvania
– -$246K -1,475 Closed
AO
2010
Advisor OS
Illinois
– -$244K -1,460 Closed
OL
2011
Optas LLC
Texas
– -$232K -1,392 Closed
IAP
2012
Indie Asset Partners
Indiana
– -$232K -1,391 Closed
WA
2013
Waverly Advisors
Alabama
– -$211K -1,345 Closed
DS
2014
DRW Securities
Illinois
– -$220K -1,321 Closed
AIP
2015
Ahrens Investment Partners
Louisiana
– -$218K -1,310 Closed
CAM
2016
Concorde Asset Management
Michigan
– -$218K -1,286 Closed
JLBC
2017
J.L. Bainbridge & Co
Florida
– -$214K -1,284 Closed
QC
2018
QCM Cayman
Texas
– -$213K -1,281 Closed
EWF
2019
Epstein & White Financial
California
– -$213K -1,265 Closed
CHP
2020
Cable Hill Partners
Oregon
– -$210K -1,263 Closed
OR
2021
Olympiad Research
Connecticut
– -$210K -1,262 Closed
FCCM
2022
First City Capital Management
Georgia
– -$217K -1,243 Closed
NAS
2023
Nicolet Advisory Services
Wisconsin
– -$203K -1,217 Closed
WCM
2024
Weld Capital Management
New York
– -$200K -1,198 Closed
PCWA
2025
Pacific Capital Wealth Advisors
California
– -$168K -1,007 Closed
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