We are live on ! Find out more
UPS icon

United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
2001
Philadelphia Trust Company
Pennsylvania
$216K +$214K +1,009 New
CCFCSB
2002
Cape Cod Five Cents Savings Bank
Massachusetts
$215K +$2.98K +14 +1%
BAM
2003
Bosun Asset Management
Illinois
$214K – – –
FPIS
2004
Financial Planning & Information Services
Wisconsin
$214K – – –
JRFS
2005
James Reed Financial Services
Ohio
$214K – – –
KC
2006
Kenfarb & Co
Kentucky
$214K – – –
NJBEST
2007
New Jersey Better Educational Savings Trust
New Jersey
$214K – – –
HWA
2008
Heartwood Wealth Advisors
Virginia
$213K +$211K +994 New
PWM
2009
PRW Wealth Management
Massachusetts
$211K – – –
WA
2010
Wealth Architects
California
$210K -$45.3K -213 -18%
PGWM
2011
Parisi Gray Wealth Management
New Jersey
$210K – – –
PO
2012
Private Ocean
California
$210K – – –
AA
2013
Advisory Alpha
Michigan
$210K +$208K +981 New
RBFC
2014
Roman Butler Fullerton & Co
Missouri
$209K -$893K -4,201 -81%
HVIA
2015
Hudson Valley Investment Advisors
New York
$209K -$5.31K -25 -3%
HWA
2016
HCR Wealth Advisors
California
$209K -$4.25K -20 -2%
RPG
2017
Resource Planning Group
Georgia
$209K +$425 +2 +0.2%
ISWM
2018
Independent Solutions Wealth Management
New York
$208K +$206K +970 New
IWP
2019
Insight Wealth Partners
Texas
$208K -$74.8K -352 -27%
CAM
2020
Concorde Asset Management
Michigan
$208K – – –
CWM
2021
Calamos Wealth Management
Illinois
$207K +$205K +963 New
WAM
2022
WNY Asset Management
New York
$205K +$203K +955 New
PA
2023
Parkside Advisors
California
$203K – – –
AWM
2024
Atticus Wealth Management
Florida
$202K +$32.1K +151 +19%
JCM
2025
Janney Capital Management
Pennsylvania
$202K +$200K +940 New
79 80
81
82 83