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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
2001
Westside Investment Management
California
$13.8K +$281 +3 +2%
CMA
2002
Cedar Mountain Advisors
Oregon
$13.7K +$94 +1 +0.7%
SFS
2003
Sunrise Financial Services
Washington
$13.6K +$12.8K +137 New
AT
2004
Avalon Trust
New Mexico
$13.2K – – –
DFC
2005
DB Fitzpatrick & Co
Idaho
$12.8K – – –
FFL
2006
Financial Freedom LLC
Ohio
$12.4K – – –
BIA
2007
Bell Investment Advisors
California
$12.4K +$5.71K +61 +95%
W
2008
WealthCollab
Washington
$12.3K -$2.9K -31 -20%
IA
2009
IFS Advisors
Kansas
$12.2K -$14.1K -151 -55%
KG
2010
Kilter Group
New York
$12.1K +$4.77K +51 +72%
PS
2011
PayPay Securities
Japan
$11.7K +$9.35K +100 +556%
TIM
2012
Thompson Investment Management
Wisconsin
$11.6K -$4.21K -45 -28%
MGI
2013
Miller Global Investments
Texas
$11.5K +$10.8K +116 New
CIAS
2014
CBIZ Investment Advisory Services
Ohio
$11.2K +$6.45K +69 +157%
SWP
2015
SIMA Wealth Partners
Virginia
$11.1K -$2.06K -22 -16%
EWP
2016
Elevation Wealth Partners
California
$10.8K – – –
HWP
2017
Highline Wealth Partners
California
$10.6K +$1.03K +11 +11%
PB
2018
Prosperity Bancshares
Texas
$10.4K +$9.82K +105 New
KB
2019
Kimelman & Baird
New York
$10.1K -$59.9K -640 -86%
PCA
2020
PMV Capital Advisers
Texas
$10K +$9.45K +101 New
SFG
2021
Strive Financial Group
Indiana
$9.98K +$9.35K +100 New
AEPWM
2022
Atlantic Edge Private Wealth Management
Florida
$9.92K -$25.6K -274 -73%
MO
2023
McMillan Office
Michigan
$9.92K +$9.35K +100 New
NWS
2024
Nvest Wealth Strategies
Ohio
$9.92K +$9.35K +100 New
BFS
2025
Burkett Financial Services
South Carolina
$9.66K +$94 +1 +1%
79 80
81
82 83