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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
2001
Hilltop National Bank
Wyoming
$55.8K +$12.5K +87 +27%
EIM
2002
Essex Investment Management
Massachusetts
$55.3K – – –
FPFS
2003
First Personal Financial Services
North Carolina
$54.2K – – –
MAM
2004
Meeder Asset Management
Ohio
$53.9K +$41.2K +288 +272%
MIM
2005
Macroview Investment Management
Maryland
$52.6K – – –
VWA
2006
Valued Wealth Advisors
Utah
$52.4K -$2.58K -18 -4%
WWM
2007
Wolff Wiese Magana
California
$50.8K +$9.74K +68 +22%
OWA
2008
Opal Wealth Advisors
New York
$50.6K -$106K -741 -67%
MFG
2009
Mendota Financial Group
Wisconsin
$50.1K +$143 +1 +0.3%
RDIA
2010
RE Dickinson Investment Advisors
Iowa
$50K – – –
CWC
2011
Carolinas Wealth Consulting
North Carolina
$49.4K -$1.43K -10 -3%
DWS
2012
Dynamic Wealth Strategies
California
$47K – – –
WAG
2013
Wiser Advisor Group
Arizona
$47K +$859 +6 +2%
ETC
2014
Exchange Traded Concepts
Oklahoma
$46.5K -$859 -6 -2%
GPFA
2015
Game Plan Financial Advisors
Ohio
$46K – – –
PP
2016
Pingora Partners
Wyoming
$45.8K – – –
NCM
2017
Northwest Capital Management
Oregon
$44.9K – – –
IFAM
2018
Institutional & Family Asset Management
Colorado
$43.9K -$85.8K -599 -65%
BCM
2019
Blume Capital Management
California
$43.8K – – –
RWM
2020
Raffa Wealth Management
District of Columbia
$43.2K – – –
PO
2021
Private Ocean
California
$42.4K -$4.29K -30 -9%
EBA
2022
Eagle Bay Advisors
New York
$41.3K -$51.7K -361 -54%
FIM
2023
FWL Investment Management
Texas
$41.1K +$43K +300 New
RAM
2024
Ramirez Asset Management
New York
$41.1K +$43K +300 New
MBFW
2025
Morton Brown Family Wealth
Pennsylvania
$40.8K -$1.43K -10 -3%
79 80
81
82 83