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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1976
Summit Financial Group
West Virginia
$291K – – –
PP
1977
Pacifica Partners
Canada
$290K +$1.14K +5 +0.4%
TFP
1978
Tilia Fiduciary Partners
North Carolina
$290K +$1.59K +7 +0.5%
KJHP
1979
K.J. Harrison & Partners
Ontario, Canada
$289K – – –
AWM
1980
Aevitas Wealth Management
Massachusetts
$288K +$4.32K +19 +1%
CFG
1981
Cooper Financial Group
California
$287K -$1.59K -7 -0.5%
TCOK
1982
Trust Company of Kansas
Kansas
$286K -$3.41K -15 -1%
NF
1983
NTB Financial
Colorado
$286K – – –
VCM
1984
Vision Capital Management
Oregon
$286K – – –
CG
1985
Clarus Group
Texas
$285K +$228 +1 +0.1%
CCM
1986
Consolidated Capital Management
California
$285K +$1.14K +5 +0.4%
STC
1987
Sarah T. Connolly
$284K – – –
IFA
1988
Index Fund Advisors
California
$284K +$58.9K +259 +24%
TAIM
1989
TD Ameritrade Investment Management
Nebraska
$283K -$86.9K -382 -22%
BA
1990
Ballast Advisors
Minnesota
$283K +$683 +3 +0.2%
FWM
1991
Focused Wealth Management
New York
$283K +$910 +4 +0.3%
CWM
1992
Cahaba Wealth Management
Georgia
$282K -$10.5K -46 -3%
JFL
1993
Jarislowsky, Fraser Ltd
Quebec, Canada
$282K +$24.8K +109 +9%
EC
1994
EdgeRock Capital
Colorado
$282K +$301K +1,323 New
NFC
1995
Northeast Financial Consultants
Connecticut
$281K -$27.8K -122 -8%
AWM
1996
Aprio Wealth Management
Georgia
$281K +$300K +1,317 New
VF
1997
Virtu Financial
New York
$281K +$300K +1,318 New
CAI
1998
Capital Advisors Inc
Oklahoma
$279K – – –
EWA
1999
Exencial Wealth Advisors
Oklahoma
$279K +$13.7K +60 +5%
CG
2000
Corundum Group
Colorado
$278K +$9.1K +40 +3%
78 79
80
81 82