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Union Pacific

Name Holding Trade Value Shares
Change
Change in
Stake
CW
1976
Channel Wealth
California
$417K – – –
BFWA
1977
Benchmark Financial Wealth Advisors
Florida
$417K +$186K +755 +80%
RW
1978
Rede Wealth
Virginia
$415K – – –
CAC
1979
Certified Advisory Corp
Florida
$415K -$4.43K -18 -1%
HBT
1980
Heartland Bank & Trust
Illinois
$413K -$200K -813 -33%
OA
1981
Oracle Alpha
Ontario, Canada
$412K -$18.9K -77 -4%
TPWA
1982
TRUE Private Wealth Advisors
Oregon
$410K -$6.64K -27 -2%
WA
1983
WealthTrust Axiom
Pennsylvania
$410K -$36.7K -149 -8%
CAL
1984
Capital Advisors Ltd
Ohio
$410K +$13.5K +55 +3%
EA
1985
Eclectic Associates
California
$410K -$73.8K -300 -15%
BC
1986
Bridgefront Capital
Texas
$408K +$409K +1,660 New
CAM
1987
Covenant Asset Management
New Jersey
$407K – – –
RAG
1988
RIA Advisory Group
Iowa
$406K +$406K +1,651 New
RCG
1989
Regatta Capital Group
California
$406K -$8.86K -36 -2%
TWM
1990
Trueblood Wealth Management
Ohio
$405K +$738 +3 +0.2%
WFI
1991
West Family Investments
California
$404K – – –
RFA
1992
RTD Financial Advisors
Pennsylvania
$404K -$10.3K -42 -2%
PSCM
1993
Per Stirling Capital Management
Texas
$404K +$2.95K +12 +0.7%
CWA
1994
CM Wealth Advisors
Ohio
$403K +$409K +1,664 New
D
1995
Dentgroup
Louisiana
$402K – – –
PSC
1996
Prentiss Smith & Co
Vermont
$401K -$49.2K -200 -11%
LS
1997
Livforsakringsbolaget Skandia
Sweden
$400K – – –
RRA
1998
Round Rock Advisors
Connecticut
$399K – – –
CWA
1999
Continuum Wealth Advisors
New York
$399K +$399K +1,622 New
FBFS
2000
First Business Financial Services
Wisconsin
$398K – – –