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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
FCIM
2001
Fairview Capital Investment Management
California
$470K -$72.2K -275 -14%
SP
2002
SmartHarvest Portfolios
Washington
$469K +$38.1K +145 +9%
PCIG
2003
Partners Capital Investment Group
Massachusetts
$468K +$452K +1,722 New
NWMG
2004
Nicholson Wealth Management Group
South Carolina
$467K +$52.5K +200 +13%
RCS
2005
R2 Capital Strategies
Nebraska
$467K +$451K +1,716 New
GH
2006
GAM Holding
Switzerland
$466K +$180K +686 +67%
EWA
2007
Encompass Wealth Advisors
Oregon
$465K – – –
BL
2008
Balentine LLC
Georgia
$465K +$138K +527 +45%
ALA
2009
Atlas Legacy Advisors
California
$464K +$57.2K +218 +14%
IF
2010
Integrity Financial
Wyoming
$464K +$3.94K +15 +0.9%
CAC
2011
Certified Advisory Corp
Florida
$464K +$9.19K +35 +2%
AFP
2012
Ausdal Financial Partners
Iowa
$463K +$50.2K +191 +13%
AT
2013
Avalon Trust
New Mexico
$462K -$91.9K -350 -17%
ITIM
2014
Indiana Trust & Investment Management
Indiana
$462K – – –
FMN
2015
Financial Management Network
California
$462K -$66.4K -253 -14%
EP
2016
Edgestream Partners
New Jersey
$460K -$3.97M -15,129 -90%
GM
2017
GeoWealth Management
Illinois
$459K +$39.1K +149 +10%
LOPW
2018
Live Oak Private Wealth
North Carolina
$459K – – –
JC
2019
JB Capital
Connecticut
$458K +$5.78K +22 +1%
BIA
2020
Beacon Investment Advisors
Maryland
$458K +$263 +1 +0.1%
BHPW
2021
Beverly Hills Private Wealth
California
$457K -$603K -2,298 -58%
RWA
2022
River Wealth Advisors
Pennsylvania
$457K +$6.04K +23 +1%
GFPC
2023
Global Financial Private Client
Florida
$456K +$8.93K +34 +2%
BFG
2024
Birch Financial Group
New Hampshire
$455K +$1.05K +4 +0.2%
LWM
2025
Lakeridge Wealth Management
Ohio
$454K +$2.89K +11 +0.7%
79 80
81
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