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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1976
Focused Wealth Management
New York
$304K -$1.74K -8 -0.5%
MFG
1977
MidWestOne Financial Group
Iowa
$304K -$513K -2,355 -61%
SLT
1978
St Louis Trust
Missouri
$304K – – –
RF
1979
Robinswood Financial
Washington
$302K – – –
CTC
1980
Corundum Trust Company
South Dakota
$302K – – –
CRWM
1981
Castle Rock Wealth Management
California
$300K +$20K +92 +7%
BCA
1982
Bay Colony Advisors
Massachusetts
$297K +$86.2K +396 +37%
PWA
1983
Providence Wealth Advisors
Illinois
$297K – – –
LWM
1984
Liberty Wealth Management
California
$297K +$38.8K +178 +14%
CSPAM
1985
Cary Street Partners Asset Management
Virginia
$297K +$14.2K +65 +5%
ABLA
1986
Alan B. Lancz & Associates
Ohio
$296K – – –
BOS
1987
Bank of Stockton
California
$296K -$6.32K -29 -2%
SF
1988
Symphony Financial
Texas
$295K +$4.14K +19 +1%
AC
1989
Avestar Capital
New York
$294K +$314K +1,444 New
CQS
1990
Credential Qtrade Securities
$292K -$1.52K -7 -0.5%
SAM
1991
Secure Asset Management
Michigan
$292K +$24.2K +111 +8%
APW
1992
Acima Private Wealth
Virginia
$292K – – –
BWM
1993
Baron Wealth Management
Michigan
$290K +$47K +216 +18%
EC
1994
EdgeRock Capital
Colorado
$290K +$18.3K +84 +6%
CWM
1995
Campbell Wealth Management
Virginia
$290K +$13.1K +60 +4%
FNC
1996
First National Corp
Massachusetts
$290K +$218 +1 +0.1%
ML
1997
McAdam LLC
Pennsylvania
$290K +$16.1K +74 +5%
MIM
1998
Macroview Investment Management
Maryland
$290K -$9.15K -42 -3%
GCM
1999
Gables Capital Management
Florida
$289K -$28.3K -130 -8%
KAS
2000
KPP Advisory Services
Kentucky
$288K +$308K +1,416 New
78 79
80
81 82