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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2001
Northwest Capital Management
Oregon
$44.8K – – –
BCM
2002
Blume Capital Management
California
$43.6K – – –
RWM
2003
Raffa Wealth Management
District of Columbia
$43.1K – – –
WAG
2004
Wiser Advisor Group
Arizona
$41.6K -$5.12K -39 -11%
TCM
2005
TruNorth Capital Management
Michigan
$41.6K +$13.5K +103 +51%
FAM
2006
Flaharty Asset Management
Florida
$40.9K +$39.4K +300 New
FP
2007
Financial Perspectives
Minnesota
$39.9K – – –
MBFW
2008
Morton Brown Family Wealth
Pennsylvania
$37.6K -$788 -6 -2%
RFG
2009
REAP Financial Group
Texas
$37.1K +$2.1K +16 +6%
FCMT
2010
Founders Capital Management (Texas)
Texas
$36.8K -$63K -480 -64%
FWM
2011
FSA Wealth Management
Massachusetts
$35.7K +$34.4K +262 New
GKIM
2012
GW&K Investment Management
Massachusetts
$35K +$2.89K +22 +9%
CCA
2013
Criterion Capital Advisors
Tennessee
$34.6K – – –
PA
2014
PSI Advisors
Florida
$33.9K +$26.3K +200 +408%
PGAM
2015
Princeton Global Asset Management
New Jersey
$33.5K +$28.4K +216 +720%
SL
2016
Salomon & Ludwin
Virginia
$33.1K -$1.97K -15 -6%
AWM
2017
Abound Wealth Management
Tennessee
$33K +$263 +2 +0.8%
SWP
2018
SIMA Wealth Partners
Virginia
$33K – – –
WWP
2019
WR Wealth Planners
Missouri
$32.7K +$11.7K +89 +59%
UCI
2020
Uncommon Cents Investing
Wisconsin
$32.4K +$31.2K +238 New
JGIA
2021
Jackson Grant Investment Advisers
Connecticut
$32.3K – – –
PP
2022
Pacifica Partners
Canada
$32.3K – – –
CA
2023
Centerpoint Advisors
Massachusetts
$32K +$263 +2 +0.9%
GC
2024
Gould Capital
Washington
$31.6K -$4.46K -34 -13%
CA
2025
Claris Advisors
Missouri
$31.5K +$30.3K +231 New
79 80
81
82 83