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Union Pacific

Name Holding Trade Value Shares
Change
Change in
Stake
NIM
1976
NuWave Investment Management
New Jersey
$236K +$224K +1,069 New
ARMC
1977
American Research & Management Company
Massachusetts
$235K
FHC
1978
First Heartland Consultants
Missouri
$235K +$224K +1,065 New
LWA
1979
Lineweaver Wealth Advisors
Ohio
$235K +$224K +1,068 New
WA
1980
Wealth Architects
California
$234K +$21K +100 +10%
CA
1981
Capital Advantage
California
$233K +$5.88K +28 +3%
IP
1982
Innovative Portfolios
Indiana
$233K +$222K +1,059 New
AL
1983
ADE LLC
Maryland
$232K
PCMC
1984
Private Capital Management (Colorado)
Colorado
$232K +$3.78K +18 +2%
AWE
1985
Avidian Wealth Enterprises
Texas
$230K +$13.2K +63 +6%
VCP
1986
Vista Capital Partners
Oregon
$229K -$45.1K -215 -17%
ICP
1987
Interchange Capital Partners
Pennsylvania
$227K +$4.41K +21 +2%
ZIM
1988
Zacks Investment Management
Illinois
$227K +$6.09K +29 +3%
FSG
1989
Financial Strategies Group
Michigan
$227K +$216K +1,029 New
FRA
1990
Frank Rimerman Advisors
California
$227K
SAM
1991
Security Asset Management
New York
$226K
IFAM
1992
Institutional & Family Asset Management
Colorado
$225K +$1.68K +8 +0.8%
HCM
1993
Hilton Capital Management
New York
$225K +$214K +1,019 New
TIA
1994
Traphagen Investment Advisors
New Jersey
$224K +$420 +2 +0.2%
BRM
1995
Boston Research & Management
Massachusetts
$224K
HWM
1996
Hohimer Wealth Management
Washington
$224K
LDB
1997
Lee, Danner & Bass
Tennessee
$224K
TFCP
1998
Twin Focus Capital Partners
Massachusetts
$224K +$630 +3 +0.3%
BC
1999
Burleson & Co
California
$223K
CWM
2000
CCG Wealth Management
California
$222K