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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
2001
Lifestyle Asset Management
Texas
$201K +$200K +1,156 New
HHGA
2002
Halbert Hargrove Global Advisors
California
$201K -$43.6K -252 -18%
HWA
2003
Heartwood Wealth Advisors
Virginia
$200K +$200K +1,153 New
CW
2004
CIC Wealth
Maryland
$200K +$199K +1,152 New
ONST
2005
Old North State Trust
North Carolina
$199K +$49.3K +285 +33%
SIS
2006
Sound Income Strategies
Florida
$199K +$27.4K +158 +16%
FFA
2007
Farther Finance Advisors
California
$199K +$198K +1,142 New
CYG
2008
Clean Yield Group
Vermont
$197K +$1.73K +10 +0.9%
CHA
2009
Carmichael Hill & Associates
Maryland
$190K – – –
EBA
2010
Eagle Bay Advisors
New York
$185K -$52.1K -301 -22%
GFPC
2011
Global Financial Private Client
Florida
$181K +$10.9K +63 +6%
KC
2012
Kenfarb & Co
Kentucky
$174K – – –
HWA
2013
HHM Wealth Advisors
Tennessee
$174K +$4.67K +27 +3%
BDWCC
2014
B&D White Capital Company
Texas
$174K +$173K +1,000 New
MG
2015
MilWealth Group
Wisconsin
$172K – – –
CG
2016
Cutler Group
California
$172K +$172K +991 New
NICM
2017
Neo Ivy Capital Management
New York
$171K +$122K +704 +251%
PAM
2018
Paradigm Asset Management
New York
$169K -$2.27M -13,100 -93%
ADL
2019
Asset Dedication LLC
California
$166K +$1.9K +11 +1%
IFAM
2020
Institutional & Family Asset Management
Colorado
$164K -$7.79K -45 -5%
MCM
2021
MV Capital Management
Maryland
$163K -$7.1K -41 -4%
BCMLT
2022
Beacon Capital Management LLC (Tennessee)
Tennessee
$159K +$2.6K +15 +2%
PH
2023
Pinnacle Holdings
Oklahoma
$155K – – –
AWM
2024
Atticus Wealth Management
Florida
$153K -$10.9K -63 -7%
RFG
2025
RFP Financial Group
Georgia
$152K +$152K +876 New
79 80
81
82 83