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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
2001
Capital Advisors Ltd
Ohio
$188K +$9.49K +55 +5%
SIMG
2002
Stephens Investment Management Group
Texas
$188K – – –
TC
2003
Trust Company
Kansas
$187K – – –
LFG
2004
Larson Financial Group
Missouri
$184K +$79.2K +459 +64%
CB
2005
CNB Bank
Pennsylvania
$183K -$40.4K -234 -17%
WBC
2006
West Branch Capital
Massachusetts
$182K -$1.38K -8 -0.7%
CT
2007
Clearstead Trust
Maine
$181K +$87.5K +507 +77%
FPB
2008
First PREMIER Bank
South Dakota
$178K -$5.18K -30 -3%
BCMLT
2009
Beacon Capital Management LLC (Tennessee)
Tennessee
$175K – – –
RFA
2010
Resurgent Financial Advisors
Georgia
$175K -$22.1K -128 -10%
HFM
2011
Harvest Fund Management
China
$173K -$118K -686 -38%
HWA
2012
HHM Wealth Advisors
Tennessee
$170K +$173 +1 +0.1%
EBA
2013
Eagle Bay Advisors
New York
$170K +$38.8K +225 +26%
GWS
2014
Glassman Wealth Services
Virginia
$165K -$12.6K -73 -6%
MSFP
2015
Mark Sheptoff Financial Planning
Connecticut
$164K – – –
GFPC
2016
Global Financial Private Client
Florida
$163K – – –
USB
2017
Union Savings Bank
Connecticut
$162K +$8.63K +50 +5%
MIA
2018
Milestone Investment Advisors
Wisconsin
$161K +$178K +1,034 New
CYG
2019
Clean Yield Group
Vermont
$159K – – –
PMFA
2020
Plante Moran Financial Advisors
Michigan
$158K – – –
LFA
2021
LGT Financial Advisors
Texas
$156K +$173K +1,000 New
ADL
2022
Asset Dedication LLC
California
$155K +$2.24K +13 +1%
WIM
2023
Westside Investment Management
California
$147K – – –
MG
2024
MilWealth Group
Wisconsin
$143K -$12.9K -75 -8%
SWA
2025
Sutton Wealth Advisors
Florida
$142K -$173 -1 -0.1%
79 80
81
82 83