We are live on ! Find out more
UPS icon

United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
2001
Bay Colony Advisors
Massachusetts
$202K +$194K +1,284 New
LAM
2002
Lifestyle Asset Management
Texas
$202K -$17.1K -113 -8%
LFG
2003
Larson Financial Group
Missouri
$201K +$15.1K +100 +8%
AWM
2004
Avior Wealth Management
Nebraska
$201K +$5.75K +38 +3%
KWS
2005
Keystone Wealth Services
California
$201K +$193K +1,276 New
WFI
2006
West Family Investments
California
$200K -$3.33K -22 -2%
QC
2007
Quent Capital
New York
$199K +$67.4K +446 +54%
NFSG
2008
Newbridge Financial Services Group
Florida
$199K -$2.42K -16 -1%
GJIA
2009
Glass Jacobson Investment Advisors
Maryland
$197K – – –
SWM
2010
Sugarloaf Wealth Management
Georgia
$193K -$22.8K -151 -11%
PMFA
2011
Plante Moran Financial Advisors
Michigan
$191K +$31.1K +206 +20%
BWM
2012
Baystate Wealth Management
Massachusetts
$190K -$302 -2 -0.2%
BGAI
2013
Bruce G. Allen Investments
Colorado
$190K +$182K +1,206 New
SIMG
2014
Stephens Investment Management Group
Texas
$189K – – –
TC
2015
Trust Company
Kansas
$189K – – –
GWS
2016
Glassman Wealth Services
Virginia
$186K +$18.3K +121 +11%
WBC
2017
West Branch Capital
Massachusetts
$184K – – –
CAL
2018
Capital Advisors Ltd
Ohio
$183K -$6.35K -42 -3%
CT
2019
Clearstead Trust
Maine
$182K -$907 -6 -0.5%
AA
2020
Addison Advisors
Vermont
$181K +$110K +727 +171%
HBW
2021
Hazlett, Burt & Watson
West Virginia
$177K -$59K -390 -26%
AGWCA
2022
Annis Gardner Whiting Capital Advisors
Florida
$177K +$57.8K +382 +51%
FPB
2023
First PREMIER Bank
South Dakota
$176K -$3.78K -25 -2%
BCMLT
2024
Beacon Capital Management LLC (Tennessee)
Tennessee
$173K +$20.6K +136 +14%
AF
2025
Advisornet Financial
Minnesota
$172K -$75.1K -497 -31%
79 80
81
82 83