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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1976
Arete Wealth Advisors
Illinois
$237K -$28.9K -130 -9%
TI
1977
Truepoint Inc
Ohio
$237K -$891 -4 -0.4%
RWA
1978
Redhawk Wealth Advisors
Minnesota
$236K +$22.3K +100 +10%
ARMC
1979
American Research & Management Company
Massachusetts
$235K – – –
LWM
1980
Liberty Wealth Management
California
$234K -$12K -54 -5%
JFA
1981
JNBA Financial Advisors
Minnesota
$232K -$5.57K -25 -2%
FSA
1982
Franklin Street Advisors
North Carolina
$231K -$5.12K -23 -2%
AL
1983
ADE LLC
Maryland
$231K – – –
MAM
1984
Marquette Asset Management
Minnesota
$230K -$89.1K -400 -28%
CS
1985
Cannell & Spears
New York
$230K +$11.1K +50 +5%
BONST
1986
Bank of Nova Scotia Trust
Ontario, Canada
$228K -$8.68K -39 -4%
HDIM
1987
Hanson & Doremus Investment Management
Vermont
$227K -$10.9K -49 -4%
WA
1988
Waverly Advisors
Alabama
$226K – – –
DWP
1989
Destiny Wealth Partners
Florida
$226K +$73K +328 +47%
CCFM
1990
Clear Creek Financial Management
Washington
$226K +$229K +1,028 New
GWM
1991
GSB Wealth Management
Connecticut
$225K -$25.6K -115 -10%
IFAM
1992
Institutional & Family Asset Management
Colorado
$225K – – –
WIA
1993
Westbourne Investment Advisors
Maryland
$225K +$228K +1,023 New
BRM
1994
Boston Research & Management
Massachusetts
$224K – – –
NIM
1995
NuWave Investment Management
New Jersey
$223K -$12.7K -57 -5%
BC
1996
Burleson & Co
California
$223K – – –
HWM
1997
Hohimer Wealth Management
Washington
$223K – – –
LDB
1998
Lee, Danner & Bass
Tennessee
$223K – – –
FWP
1999
FAS Wealth Partners
Kansas
$223K +$226K +1,014 New
PCMC
2000
Private Capital Management (Colorado)
Colorado
$222K -$9.8K -44 -4%
78 79
80
81 82