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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
ONST
2001
Old North State Trust
North Carolina
$229K +$6.42K +35 +3%
AWM
2002
Act Wealth Management
Texas
$229K – – –
CA
2003
CGN Advisors
Kansas
$228K -$9.17K -50 -4%
WBC
2004
West Branch Capital
Massachusetts
$227K +$367 +2 +0.2%
PCMC
2005
Private Capital Management (Colorado)
Colorado
$226K +$214K +1,164 New
ET
2006
Equitable Trust
Tennessee
$225K +$213K +1,160 New
PCI
2007
Planning Center Inc
Illinois
$225K -$5.5K -30 -2%
AFAS
2008
Acorn Financial Advisory Services
Virginia
$224K -$41.3K -225 -16%
ECG
2009
Edge Capital Group
Georgia
$223K -$13.4K -73 -6%
BDFN
2010
Bond & Devick Financial Network
Minnesota
$223K +$211K +1,151 New
FC
2011
Fulcrum Capital
Washington
$223K +$211K +1,151 New
CRC
2012
Curi RMB Capital
Illinois
$222K +$210K +1,145 New
JCM
2013
Jacobsen Capital Management
Utah
$222K +$210K +1,143 New
HIC
2014
Holderness Investments Company
North Carolina
$221K +$209K +1,142 New
WG
2015
Welch Group
Alabama
$221K +$209K +1,139 New
FFA
2016
Farther Finance Advisors
California
$220K -$1.1K -6 -0.5%
CA
2017
Crewe Advisors
Utah
$220K -$23.1K -126 -10%
AG
2018
Ascent Group
Virginia
$220K +$208K +1,133 New
WDG
2019
Wealth Dimensions Group
Ohio
$220K +$208K +1,133 New
IWN
2020
Independent Wealth Network
Iowa
$219K +$207K +1,128 New
TIM
2021
Tevis Investment Management
Texas
$218K +$207K +1,126 New
SIS
2022
Sound Income Strategies
Florida
$218K -$3.67K -20 -2%
CYG
2023
Clean Yield Group
Vermont
$217K -$1.83K -10 -0.9%
GAA
2024
Global Assets Advisory
Florida
$216K +$204K +1,112 New
FOA
2025
Five Oceans Advisors
California
$216K +$204K +1,112 New
79 80
81
82 83