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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
W
2001
WealthCollab
Washington
$12.3K -$2.9K -31 -20%
IA
2002
IFS Advisors
Kansas
$12.2K -$14.1K -151 -55%
KG
2003
Kilter Group
New York
$12.1K +$4.77K +51 +72%
PS
2004
PayPay Securities
Japan
$11.7K +$9.35K +100 +556%
TIM
2005
Thompson Investment Management
Wisconsin
$11.6K -$4.21K -45 -28%
MGI
2006
Miller Global Investments
Texas
$11.5K +$10.8K +116 New
CIAS
2007
CBIZ Investment Advisory Services
Ohio
$11.2K +$6.45K +69 +157%
SWP
2008
SIMA Wealth Partners
Virginia
$11.1K -$2.06K -22 -16%
EWP
2009
Elevation Wealth Partners
California
$10.8K – – –
HWP
2010
Highline Wealth Partners
California
$10.6K +$1.03K +11 +11%
PB
2011
Prosperity Bancshares
Texas
$10.4K +$9.82K +105 New
KB
2012
Kimelman & Baird
New York
$10.1K -$59.9K -640 -86%
PCA
2013
PMV Capital Advisers
Texas
$10K +$9.45K +101 New
SFG
2014
Strive Financial Group
Indiana
$9.98K +$9.35K +100 New
AEPWM
2015
Atlantic Edge Private Wealth Management
Florida
$9.92K -$25.6K -274 -73%
MO
2016
McMillan Office
Michigan
$9.92K +$9.35K +100 New
NWS
2017
Nvest Wealth Strategies
Ohio
$9.92K +$9.35K +100 New
BFS
2018
Burkett Financial Services
South Carolina
$9.66K +$94 +1 +1%
SA
2019
Strategic Advocates
Utah
$9.65K +$2.71K +29 +43%
SG
2020
Sankala Group
Colorado
$8.7K +$7.01K +75 New
MPW
2021
MASECO Private Wealth
$8.43K +$7.95K +85 New
WA
2022
Westfuller Advisors
New York
$8.29K +$187 +2 +2%
YP
2023
YANKCOM Partnership
South Dakota
$8.23K – – –
PWMG
2024
Private Wealth Management Group
New Jersey
$8.04K +$5.42K +58 +252%
DWA
2025
Delos Wealth Advisors
Texas
$7.44K +$7.01K +75 New
79 80
81
82 83