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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
2001
Bogart Wealth LLC
Virginia
$43.8K -$5.02K -42 -10%
FFC
2002
First Financial Corp
Indiana
$43.7K -$8.85K -74 -16%
PFG
2003
Putney Financial Group
California
$42.6K -$7.17K -60 -13%
PP
2004
Pacifica Partners
Canada
$42.5K +$24.2K +202 +91%
STB
2005
S&T Bank
Pennsylvania
$41.9K +$1.31K +11 +3%
PS
2006
Pinney & Scofield
Massachusetts
$41.7K +$20.1K +168 +80%
RFG
2007
REAP Financial Group
Texas
$39.1K +$957 +8 +2%
RTC
2008
Riverview Trust Company
Washington
$38.8K +$40.3K +337 +2,106%
RCM
2009
Richardson Capital Management
Wisconsin
$38.5K – – –
ABWM
2010
Alpine Bank Wealth Management
Colorado
$38.2K +$41.5K +347 New
APW
2011
Aventura Private Wealth
Florida
$37.9K – – –
WA
2012
WPG Advisers
Maryland
$37.5K -$15.2K -127 -27%
EPIM
2013
Evelyn Partners Investment Management
$37.1K – – –
GC
2014
Garde Capital
Washington
$37.1K +$40.3K +337 New
GKIM
2015
GW&K Investment Management
Massachusetts
$37K +$6.46K +54 +19%
PP
2016
Pingora Partners
Wyoming
$36.8K – – –
JGCM
2017
Joseph Group Capital Management
Ohio
$36.3K +$17.9K +150 +83%
NCM
2018
Northwest Capital Management
Oregon
$36.2K – – –
WPA
2019
West Paces Advisors
Georgia
$36.1K -$175K -1,467 -82%
WAS
2020
Winch Advisory Services
Wisconsin
$35.9K +$598 +5 +2%
GK
2021
Graney & King
New York
$35.6K – – –
BCM
2022
Blume Capital Management
California
$35.2K – – –
OA
2023
Operose Advisors
Wisconsin
$35K – – –
FWA
2024
FSC Wealth Advisors
New York
$34.9K +$30K +251 +375%
WAG
2025
Wiser Advisor Group
Arizona
$34.5K +$478 +4 +1%
79 80
81
82 83