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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
2001
Larson Financial Group
Missouri
$201K +$15.1K +100 +8%
AWM
2002
Avior Wealth Management
Nebraska
$201K +$5.75K +38 +3%
KWS
2003
Keystone Wealth Services
California
$201K +$193K +1,276 New
WFI
2004
West Family Investments
California
$200K -$3.33K -22 -2%
QC
2005
Quent Capital
New York
$199K +$67.4K +446 +54%
NFSG
2006
Newbridge Financial Services Group
Florida
$199K -$2.42K -16 -1%
GJIA
2007
Glass Jacobson Investment Advisors
Maryland
$197K – – –
SWM
2008
Sugarloaf Wealth Management
Georgia
$193K -$22.8K -151 -11%
PMFA
2009
Plante Moran Financial Advisors
Michigan
$191K +$31.1K +206 +20%
BWM
2010
Baystate Wealth Management
Massachusetts
$190K -$302 -2 -0.2%
BGAI
2011
Bruce G. Allen Investments
Colorado
$190K +$182K +1,206 New
SIMG
2012
Stephens Investment Management Group
Texas
$189K – – –
TC
2013
Trust Company
Kansas
$189K – – –
GWS
2014
Glassman Wealth Services
Virginia
$186K +$18.3K +121 +11%
WBC
2015
West Branch Capital
Massachusetts
$184K – – –
CAL
2016
Capital Advisors Ltd
Ohio
$183K -$6.35K -42 -3%
CT
2017
Clearstead Trust
Maine
$182K -$907 -6 -0.5%
AA
2018
Addison Advisors
Vermont
$181K +$110K +727 +171%
HBW
2019
Hazlett, Burt & Watson
West Virginia
$177K -$59K -390 -26%
AGWCA
2020
Annis Gardner Whiting Capital Advisors
Florida
$177K +$57.8K +382 +51%
FPB
2021
First PREMIER Bank
South Dakota
$176K -$3.78K -25 -2%
BCMLT
2022
Beacon Capital Management LLC (Tennessee)
Tennessee
$173K +$20.6K +136 +14%
AF
2023
Advisornet Financial
Minnesota
$172K -$75.1K -497 -31%
MSWM
2024
McGlone Suttner Wealth Management
Wisconsin
$169K +$162K +1,072 New
PS
2025
Planned Solutions
California
$168K +$162K +1,070 New
79 80
81
82 83