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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
LD
1976
Lipe & Dalton
New York
$15K – – –
CWC
1977
Carolinas Wealth Consulting
North Carolina
$14K +$4.27K +23 +46%
BCM
1978
Bourgeon Capital Management
Connecticut
$13K – – –
KFS
1979
Kelly Financial Services
Massachusetts
$12.4K – – –
YAL
1980
Your Advocates Ltd
Texas
$12K -$11.2K -60 -50%
HR
1981
Howe & Rusling
New York
$12K +$11.2K +60 New
NIC
1982
Northwest Investment Counselors
Oregon
$12K +$11.2K +60 New
FP
1983
Fiduciary Planning
Florida
$12K +$11.3K +61 New
AWA
1984
Artemis Wealth Advisors
New York
$9.06K +$8.55K +46 New
FRA
1985
Front Row Advisors
California
$9K +$3.53K +19 +83%
APWM
1986
Atlas Private Wealth Management
New York
$8K – – –
TCM
1987
TD Capital Management
Tennessee
$8K – – –
PCWA
1988
Pacific Capital Wealth Advisors
California
$8K +$7.25K +39 New
NFSG
1989
Newbridge Financial Services Group
Florida
$8K +$7.43K +40 New
ETI
1990
Enterprise Trust & Investment
California
$7K – – –
RWG
1991
Regal Wealth Group
California
$7K – – –
EIM
1992
Essex Investment Management
Massachusetts
$7K +$6.5K +35 New
KCM
1993
Kathmere Capital Management
Pennsylvania
$7K +$6.5K +35 New
HS
1994
Horan Securities
United States
$6K +$5.2K +28 New
LGWM
1995
Litman Gregory Wealth Management
California
$5K – – –
ETC
1996
Exchange Traded Concepts
Oklahoma
$5K +$2.42K +13 +130%
EI
1997
Ellevest Inc
New York
$5K +$2.6K +14 +140%
RG
1998
Retirement Group
California
$4K -$3.53K -19 -48%
OAJ
1999
Ogorek Anthony Joseph
New York
$4K – – –
LF
2000
Lee Financial
Texas
$3K – – –
78 79
80
81 82