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Union Pacific

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1976
GSB Wealth Management
Connecticut
$395K -$3.2K -14 -0.8%
WG
1977
Wealth Group
North Carolina
$395K +$390K +1,707 New
SF
1978
Symphony Financial
Texas
$395K -$93.1K -408 -19%
PAM
1979
PCG Asset Management
New Jersey
$395K – – –
LA
1980
LVW Advisors
New York
$395K +$41.1K +180 +12%
AA
1981
Addison Advisors
Vermont
$394K -$29.2K -128 -7%
SPWM
1982
Schrum Private Wealth Management
Florida
$393K -$22.8K -100 -6%
ITIM
1983
Indiana Trust & Investment Management
Indiana
$393K – – –
WA
1984
Waddell & Associates
Tennessee
$393K -$37.7K -165 -9%
CGPCS
1985
Capital Group Private Client Services
California
$393K +$388K +1,698 New
OIS
1986
Okabena Investment Services
Minnesota
$392K -$7.76K -34 -2%
BB
1987
Bell Bank
North Dakota
$392K -$10K -44 -3%
PWPS
1988
Pinnacle Wealth Planning Services
Ohio
$391K +$7.99K +35 +2%
CAL
1989
Capital Analysts LLC
Pennsylvania
$391K +$169K +742 +78%
LOPW
1990
Live Oak Private Wealth
North Carolina
$390K – – –
CPA
1991
Cardiff Park Advisors
California
$390K – – –
BIA
1992
Beacon Investment Advisors
Maryland
$389K +$228 +1 +0.1%
SSG
1993
Summit Securities Group
New York
$389K +$150K +659 +64%
VIM
1994
VELA Investment Management
Ohio
$387K +$382K +1,675 New
RG
1995
Renaissance Group
Kentucky
$387K -$457 -2 -0.1%
BBA
1996
BLB&B Advisors
Pennsylvania
$386K -$50.4K -221 -12%
CAM
1997
Congress Asset Management
Massachusetts
$386K +$685 +3 +0.2%
JC
1998
JB Capital
Connecticut
$385K +$685 +3 +0.2%
RWA
1999
River Wealth Advisors
Pennsylvania
$384K -$293K -1,285 -44%
CAI
2000
Capital Advisors Inc
Oklahoma
$384K +$1.14K +5 +0.3%