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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2001
Heartwood Wealth Advisors
Virginia
$200K +$200K +1,153 New
CW
2002
CIC Wealth
Maryland
$200K +$199K +1,152 New
ONST
2003
Old North State Trust
North Carolina
$199K +$49.3K +285 +33%
SIS
2004
Sound Income Strategies
Florida
$199K +$27.4K +158 +16%
FFA
2005
Farther Finance Advisors
California
$199K +$198K +1,142 New
CYG
2006
Clean Yield Group
Vermont
$197K +$1.73K +10 +0.9%
CHA
2007
Carmichael Hill & Associates
Maryland
$190K – – –
EBA
2008
Eagle Bay Advisors
New York
$185K -$52.1K -301 -22%
GFPC
2009
Global Financial Private Client
Florida
$181K +$10.9K +63 +6%
KC
2010
Kenfarb & Co
Kentucky
$174K – – –
HWA
2011
HHM Wealth Advisors
Tennessee
$174K +$4.67K +27 +3%
BDWCC
2012
B&D White Capital Company
Texas
$174K +$173K +1,000 New
MG
2013
MilWealth Group
Wisconsin
$172K – – –
CG
2014
Cutler Group
California
$172K +$172K +991 New
NICM
2015
Neo Ivy Capital Management
New York
$171K +$122K +704 +251%
PAM
2016
Paradigm Asset Management
New York
$169K -$2.27M -13,100 -93%
ADL
2017
Asset Dedication LLC
California
$166K +$1.9K +11 +1%
IFAM
2018
Institutional & Family Asset Management
Colorado
$164K -$7.79K -45 -5%
MCM
2019
MV Capital Management
Maryland
$163K -$7.1K -41 -4%
BCMLT
2020
Beacon Capital Management LLC (Tennessee)
Tennessee
$159K +$2.6K +15 +2%
PH
2021
Pinnacle Holdings
Oklahoma
$155K – – –
AWM
2022
Atticus Wealth Management
Florida
$153K -$10.9K -63 -7%
RFG
2023
RFP Financial Group
Georgia
$152K +$152K +876 New
HB
2024
Horizon Bancorp
Indiana
$152K +$151K +872 New
SOW
2025
State of Wyoming
Wyoming
$151K +$22.2K +128 +17%
79 80
81
82 83