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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFCSB
2001
Cape Cod Five Cents Savings Bank
Massachusetts
$215K +$2.98K +14 +1%
BAM
2002
Bosun Asset Management
Illinois
$214K – – –
FPIS
2003
Financial Planning & Information Services
Wisconsin
$214K – – –
JRFS
2004
James Reed Financial Services
Ohio
$214K – – –
KC
2005
Kenfarb & Co
Kentucky
$214K – – –
NJBEST
2006
New Jersey Better Educational Savings Trust
New Jersey
$214K – – –
HWA
2007
Heartwood Wealth Advisors
Virginia
$213K +$211K +994 New
PWM
2008
PRW Wealth Management
Massachusetts
$211K – – –
WA
2009
Wealth Architects
California
$210K -$45.3K -213 -18%
PGWM
2010
Parisi Gray Wealth Management
New Jersey
$210K – – –
PO
2011
Private Ocean
California
$210K – – –
AA
2012
Advisory Alpha
Michigan
$210K +$208K +981 New
RBFC
2013
Roman Butler Fullerton & Co
Missouri
$209K -$893K -4,201 -81%
HVIA
2014
Hudson Valley Investment Advisors
New York
$209K -$5.31K -25 -3%
HWA
2015
HCR Wealth Advisors
California
$209K -$4.25K -20 -2%
RPG
2016
Resource Planning Group
Georgia
$209K +$425 +2 +0.2%
ISWM
2017
Independent Solutions Wealth Management
New York
$208K +$206K +970 New
IWP
2018
Insight Wealth Partners
Texas
$208K -$74.8K -352 -27%
CAM
2019
Concorde Asset Management
Michigan
$208K – – –
CWM
2020
Calamos Wealth Management
Illinois
$207K +$205K +963 New
WAM
2021
WNY Asset Management
New York
$205K +$203K +955 New
PA
2022
Parkside Advisors
California
$203K – – –
AWM
2023
Atticus Wealth Management
Florida
$202K +$32.1K +151 +19%
JCM
2024
Janney Capital Management
Pennsylvania
$202K +$200K +940 New
NWM
2025
Northwest Wealth Management
Iowa
$202K +$201K +944 New
79 80
81
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