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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2001
PrairieView Partners
Minnesota
$15K – – –
CMP
2002
Coston McIsaac & Partners
Maine
$15K +$197 +2 +1%
VWA
2003
Valued Wealth Advisors
Utah
$14.9K -$6.49K -66 -31%
BL
2004
BFSG LLC
California
$14.1K – – –
AT
2005
Avalon Trust
New Mexico
$13.5K -$197 -2 -1%
PGAM
2006
Princeton Global Asset Management
New Jersey
$13.4K +$10.1K +103 +343%
DFC
2007
DB Fitzpatrick & Co
Idaho
$13K – – –
TIM
2008
Total Investment Management
Arizona
$12.6K +$12.3K +125 New
FFL
2009
Financial Freedom LLC
Ohio
$12.6K – – –
PSFG
2010
Park Square Financial Group
Georgia
$12.4K -$984 -10 -8%
KG
2011
Kilter Group
New York
$12.1K +$11.8K +120 New
GWSG
2012
GPS Wealth Strategies Group
Colorado
$11.6K -$2.75K -28 -20%
RWM
2013
Rialto Wealth Management
New York
$11.4K -$4.23K -43 -28%
MFT
2014
Moisand Fitzgerald Tamayo
Florida
$11.3K -$7.67K -78 -41%
SWP
2015
SIMA Wealth Partners
Virginia
$11.3K -$12.8K -130 -54%
CW
2016
Curio Wealth
Maryland
$11.1K +$10.7K +109 +10,900%
TIM
2017
Thompson Investment Management
Wisconsin
$11K – – –
AW
2018
Avion Wealth
Texas
$11K -$33.3K -338 -75%
SC
2019
Solstein Capital
California
$10.8K +$10.5K +107 New
CWP
2020
Clark Wealth Partners
Illinois
$10.8K +$197 +2 +2%
HIMS
2021
Hager Investment Management Services
New Hampshire
$10.6K -$6.89K -70 -40%
AWM
2022
AllSquare Wealth Management
New York
$10.5K – – –
PWMG
2023
Private Wealth Management Group
New Jersey
$10.3K -$4.53K -46 -31%
IRAG
2024
Investment Research & Advisory Group
Georgia
$10.1K – – –
VIS
2025
Vega Investment Solutions
France
$10.1K +$9.84K +100 New
79 80
81
82 83