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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
2001
Beaird Harris Wealth Management
Texas
$61K -$1.43K -10 -2%
SC
2002
Swan Capital
Florida
$60.1K +$62.9K +439 New
TFGT
2003
TS Financial Group (TSFG)
Illinois
$60K -$10.7K -75 -15%
PCFFS
2004
Pacific Center for Financial Services
California
$58.6K – – –
HNB
2005
Hilltop National Bank
Wyoming
$55.8K +$12.5K +87 +27%
EIM
2006
Essex Investment Management
Massachusetts
$55.3K – – –
FPFS
2007
First Personal Financial Services
North Carolina
$54.2K – – –
MAM
2008
Meeder Asset Management
Ohio
$53.9K +$41.2K +288 +272%
MIM
2009
Macroview Investment Management
Maryland
$52.6K – – –
VWA
2010
Valued Wealth Advisors
Utah
$52.4K -$2.58K -18 -4%
WWM
2011
Wolff Wiese Magana
California
$50.8K +$9.74K +68 +22%
OWA
2012
Opal Wealth Advisors
New York
$50.6K -$106K -741 -67%
MFG
2013
Mendota Financial Group
Wisconsin
$50.1K +$143 +1 +0.3%
RDIA
2014
RE Dickinson Investment Advisors
Iowa
$50K – – –
CWC
2015
Carolinas Wealth Consulting
North Carolina
$49.4K -$1.43K -10 -3%
DWS
2016
Dynamic Wealth Strategies
California
$47K – – –
WAG
2017
Wiser Advisor Group
Arizona
$47K +$859 +6 +2%
ETC
2018
Exchange Traded Concepts
Oklahoma
$46.5K -$859 -6 -2%
GPFA
2019
Game Plan Financial Advisors
Ohio
$46K – – –
PP
2020
Pingora Partners
Wyoming
$45.8K – – –
NCM
2021
Northwest Capital Management
Oregon
$44.9K – – –
IFAM
2022
Institutional & Family Asset Management
Colorado
$43.9K -$85.8K -599 -65%
BCM
2023
Blume Capital Management
California
$43.8K – – –
RWM
2024
Raffa Wealth Management
District of Columbia
$43.2K – – –
PO
2025
Private Ocean
California
$42.4K -$4.29K -30 -9%
79 80
81
82 83