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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
2001
Plancorp LLC
Missouri
– -$270K -1,620 Closed
LJAC
2002
L.J. Altfest & Co
New York
– -$269K -1,615 Closed
ST
2003
Somerset Trust
Pennsylvania
– -$264K -1,582 Closed
HAM
2004
Hammer Asset Management
California
– -$256K -1,539 Closed
GIM
2005
Goelzer Investment Management
Indiana
– -$256K -1,535 Closed
BAS
2006
Brown Advisory Securities
Maryland
– -$255K -1,532 Closed
CIC
2007
Cornercap Investment Counsel
Georgia
– -$251K -1,511 Closed
FA
2008
Faithward Advisors
Pennsylvania
– -$246K -1,475 Closed
AO
2009
Advisor OS
Illinois
– -$244K -1,460 Closed
OL
2010
Optas LLC
Texas
– -$232K -1,392 Closed
IAP
2011
Indie Asset Partners
Indiana
– -$232K -1,391 Closed
WA
2012
Waverly Advisors
Alabama
– -$211K -1,345 Closed
DS
2013
DRW Securities
Illinois
– -$220K -1,321 Closed
AIP
2014
Ahrens Investment Partners
Louisiana
– -$218K -1,310 Closed
CAM
2015
Concorde Asset Management
Michigan
– -$218K -1,286 Closed
JLBC
2016
J.L. Bainbridge & Co
Florida
– -$214K -1,284 Closed
QC
2017
QCM Cayman
Texas
– -$213K -1,281 Closed
EWF
2018
Epstein & White Financial
California
– -$213K -1,265 Closed
CHP
2019
Cable Hill Partners
Oregon
– -$210K -1,263 Closed
OR
2020
Olympiad Research
Connecticut
– -$210K -1,262 Closed
FCCM
2021
First City Capital Management
Georgia
– -$217K -1,243 Closed
NAS
2022
Nicolet Advisory Services
Wisconsin
– -$203K -1,217 Closed
WCM
2023
Weld Capital Management
New York
– -$200K -1,198 Closed
PCWA
2024
Pacific Capital Wealth Advisors
California
– -$168K -1,007 Closed
AA
2025
Advisory Alpha
Michigan
– -$144K -824 Closed
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