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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
2001
Resurgent Financial Advisors
Georgia
$224K +$3.2K +18 +1%
BA
2002
Bluesphere Advisors
Pennsylvania
$223K -$20.2K -114 -8%
NCM
2003
Northside Capital Management
Oregon
$223K – – –
FWM
2004
Fairhaven Wealth Management
Illinois
$222K +$220K +1,238 New
SF
2005
Symphony Financial
Texas
$221K -$3.91K -22 -2%
ACP
2006
Aveo Capital Partners
Colorado
$221K -$16.3K -92 -7%
ASC
2007
Atalanta Sosnoff Capital
New York
$220K -$3.22M -18,156 -94%
BFG
2008
Berger Financial Group
Minnesota
$220K -$1.24K -7 -0.6%
FWA
2009
FSM Wealth Advisors
Ohio
$220K -$21.7K -122 -9%
FC
2010
Fulcrum Capital
Washington
$219K +$12.1K +68 +6%
APW
2011
Aurora Private Wealth
New Jersey
$218K -$2.31K -13 -1%
TP
2012
Tranquility Partners
Tennessee
$218K +$2.66K +15 +1%
ML
2013
Mayport LLC
Massachusetts
$217K +$4.44K +25 +2%
EFM
2014
E Fund Management
China
$217K -$26.5K -149 -11%
BPFA
2015
Barnes Pettey Financial Advisors
Mississippi
$217K – – –
GCMG
2016
Gyroscope Capital Management Group
Florida
$216K +$214K +1,204 New
SIMG
2017
Stephens Investment Management Group
Texas
$216K – – –
TIM
2018
Tevis Investment Management
Texas
$216K +$13.7K +77 +7%
TC
2019
Trust Company
Kansas
$215K – – –
ACM
2020
AUA Capital Management
Pennsylvania
$215K -$6.92K -39 -3%
AWM
2021
Angeles Wealth Management
California
$214K -$18.5K -104 -8%
PTC
2022
Philadelphia Trust Company
Pennsylvania
$214K – – –
RIM
2023
RW Investment Management
Idaho
$214K – – –
SWM
2024
Shakespeare Wealth Management
Wisconsin
$213K – – –
AA
2025
Advisory Alpha
Michigan
$213K +$211K +1,188 New
79 80
81
82 83