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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
MME
2001
Meag Munich Ergo
Germany
$145K – – –
CAL
2002
Capital Advisors Ltd
Ohio
$145K +$7.37K +56 +5%
RA
2003
Rise Advisors
New York
$139K -$41.7K -317 -22%
CAM
2004
Creekmur Asset Management
Illinois
$137K +$1.45K +11 +1%
WBC
2005
West Branch Capital
Massachusetts
$135K -$790 -6 -0.6%
FMB
2006
Field & Main Bank
Kentucky
$134K -$130K -985 -48%
BAM
2007
Bellevue Asset Management
Washington
$133K -$1.05K -8 -0.8%
T
2008
TOBAM
France
$132K -$33K -251 -19%
PPC
2009
Park Place Capital
Alabama
$131K -$101K -769 -43%
FIA
2010
FNY Investment Advisers
New York
$130K +$136K +1,033 New
AF
2011
Aviso Financial
Ontario, Canada
$129K – – –
BGAI
2012
Bruce G. Allen Investments
Colorado
$128K -$17.4K -132 -12%
PCWA
2013
Pacific Capital Wealth Advisors
California
$127K -$2.76K -21 -2%
MA
2014
MCF Advisors
Kentucky
$127K -$14.2K -108 -10%
GSWM
2015
Golden State Wealth Management
California
$123K +$129K +977 New
MIM
2016
Marshall Investment Management
Colorado
$120K +$115K +876 New
ADL
2017
Asset Dedication LLC
California
$119K +$7.9K +60 +7%
TF
2018
Tompkins Financial
New York
$117K -$83.6K -635 -41%
PAM
2019
Paradigm Asset Management
New York
$117K -$2.68M -20,400 -96%
JFGIW
2020
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$116K -$1.05M -7,992 -89%
KFI
2021
Key Financial Inc
Pennsylvania
$116K +$2.76K +21 +2%
MG
2022
MilWealth Group
Wisconsin
$116K – – –
DCM
2023
Davis Capital Management
Florida
$113K -$7.9K -60 -6%
MHR
2024
Matthew Hamilton Rosenberg
$111K -$20.4K -155 -15%
C
2025
Covestor
United Kingdom
$111K -$19.1K -145 -14%
79 80
81
82 83