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Union Pacific

Name Holding Trade Value Shares
Change
Change in
Stake
PSC
1976
Prentiss Smith & Co
Vermont
$413K – – –
AWA
1977
Acorn Wealth Advisors
Michigan
$413K +$1.46K +6 +0.4%
BWM
1978
Birchcreek Wealth Management
Ohio
$412K +$16K +66 +4%
WC
1979
Woodstock Corp
Massachusetts
$412K -$24.2K -100 -6%
FFA
1980
First Foundation Advisors
California
$410K -$175K -723 -30%
DBG
1981
De Burlo Group
Massachusetts
$410K -$218K -900 -35%
SCM
1982
Semanteon Capital Management
Massachusetts
$409K +$403K +1,660 New
CAM
1983
Covenant Asset Management
New Jersey
$408K – – –
BFWA
1984
Benchmark Financial Wealth Advisors
Florida
$407K +$12.4K +51 +3%
HBT
1985
Heartland Bank & Trust
Illinois
$407K -$9.7K -40 -2%
LWM
1986
Liberty Wealth Management
California
$407K -$1.52M -6,259 -79%
AWM
1987
Accurate Wealth Management
Florida
$407K +$47.3K +195 +13%
EA
1988
Eclectic Associates
California
$406K – – –
AIA
1989
Arbor Investment Advisors
North Carolina
$405K – – –
MA
1990
MJP Associates
Connecticut
$404K +$40.5K +167 +11%
DLCIG
1991
D.L. Carlson Investment Group
New Hampshire
$403K -$68.1K -281 -15%
NRI
1992
NFP Retirement Inc
California
$403K -$30.3K -125 -7%
CNB
1993
Camden National Bank
Maine
$403K -$15.3K -63 -4%
SCP
1994
Sivia Capital Partners
California
$403K +$34.4K +142 +10%
RCG
1995
Regatta Capital Group
California
$401K – – –
CW
1996
Channel Wealth
California
$401K – – –
EIG
1997
Ellenbecker Investment Group
Wisconsin
$399K -$37.8K -156 -9%
FBFS
1998
First Business Financial Services
Wisconsin
$399K -$8K -33 -2%
FAM
1999
Fenimore Asset Management
New York
$399K +$8.24K +34 +2%
FA
2000
Fiduciary Alliance
South Carolina
$397K +$96K +396 +33%