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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
2001
Valued Wealth Advisors
Utah
$14.9K -$6.49K -66 -31%
BL
2002
BFSG LLC
California
$14.1K – – –
AT
2003
Avalon Trust
New Mexico
$13.5K -$197 -2 -1%
PGAM
2004
Princeton Global Asset Management
New Jersey
$13.4K +$10.1K +103 +343%
DFC
2005
DB Fitzpatrick & Co
Idaho
$13K – – –
TIM
2006
Total Investment Management
Arizona
$12.6K +$12.3K +125 New
FFL
2007
Financial Freedom LLC
Ohio
$12.6K – – –
PSFG
2008
Park Square Financial Group
Georgia
$12.4K -$984 -10 -8%
KG
2009
Kilter Group
New York
$12.1K +$11.8K +120 New
GWSG
2010
GPS Wealth Strategies Group
Colorado
$11.6K -$2.75K -28 -20%
RWM
2011
Rialto Wealth Management
New York
$11.4K -$4.23K -43 -28%
MFT
2012
Moisand Fitzgerald Tamayo
Florida
$11.3K -$7.67K -78 -41%
SWP
2013
SIMA Wealth Partners
Virginia
$11.3K -$12.8K -130 -54%
CW
2014
Curio Wealth
Maryland
$11.1K +$10.7K +109 +10,900%
TIM
2015
Thompson Investment Management
Wisconsin
$11K – – –
AW
2016
Avion Wealth
Texas
$11K -$33.3K -338 -75%
SC
2017
Solstein Capital
California
$10.8K +$10.5K +107 New
CWP
2018
Clark Wealth Partners
Illinois
$10.8K +$197 +2 +2%
HIMS
2019
Hager Investment Management Services
New Hampshire
$10.6K -$6.89K -70 -40%
AWM
2020
AllSquare Wealth Management
New York
$10.5K – – –
PWMG
2021
Private Wealth Management Group
New Jersey
$10.3K -$4.53K -46 -31%
IRAG
2022
Investment Research & Advisory Group
Georgia
$10.1K – – –
VIS
2023
Vega Investment Solutions
France
$10.1K +$9.84K +100 New
HWM
2024
HighMark Wealth Management
Minnesota
$10K -$492 -5 -5%
BFS
2025
Burkett Financial Services
South Carolina
$9.48K +$197 +2 +2%
79 80
81
82 83