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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
2001
Cary Street Partners Investment Advisory
Virginia
$147K -$5.57M -42,336 -97%
DIP
2002
DT Investment Partners
Pennsylvania
$145K -$133K -1,010 -47%
MME
2003
Meag Munich Ergo
Germany
$145K – – –
CAL
2004
Capital Advisors Ltd
Ohio
$145K +$7.37K +56 +5%
RA
2005
Rise Advisors
New York
$139K -$41.7K -317 -22%
CAM
2006
Creekmur Asset Management
Illinois
$137K +$1.45K +11 +1%
WBC
2007
West Branch Capital
Massachusetts
$135K -$790 -6 -0.6%
FMB
2008
Field & Main Bank
Kentucky
$134K -$130K -985 -48%
BAM
2009
Bellevue Asset Management
Washington
$133K -$1.05K -8 -0.8%
T
2010
TOBAM
France
$132K -$33K -251 -19%
PPC
2011
Park Place Capital
Alabama
$131K -$101K -769 -43%
FIA
2012
FNY Investment Advisers
New York
$130K +$136K +1,033 New
AF
2013
Aviso Financial
Ontario, Canada
$129K – – –
BGAI
2014
Bruce G. Allen Investments
Colorado
$128K -$17.4K -132 -12%
PCWA
2015
Pacific Capital Wealth Advisors
California
$127K -$2.76K -21 -2%
MA
2016
MCF Advisors
Kentucky
$127K -$14.2K -108 -10%
GSWM
2017
Golden State Wealth Management
California
$123K +$129K +977 New
MIM
2018
Marshall Investment Management
Colorado
$120K +$115K +876 New
ADL
2019
Asset Dedication LLC
California
$119K +$7.9K +60 +7%
TF
2020
Tompkins Financial
New York
$117K -$83.6K -635 -41%
PAM
2021
Paradigm Asset Management
New York
$117K -$2.68M -20,400 -96%
JFGIW
2022
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$116K -$1.05M -7,992 -89%
KFI
2023
Key Financial Inc
Pennsylvania
$116K +$2.76K +21 +2%
MG
2024
MilWealth Group
Wisconsin
$116K – – –
DCM
2025
Davis Capital Management
Florida
$113K -$7.9K -60 -6%
79 80
81
82 83