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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
2001
Avalon Trust
New Mexico
$462K -$91.9K -350 -17%
ITIM
2002
Indiana Trust & Investment Management
Indiana
$462K – – –
FMN
2003
Financial Management Network
California
$462K -$66.4K -253 -14%
EP
2004
Edgestream Partners
New Jersey
$460K -$3.97M -15,129 -90%
GM
2005
GeoWealth Management
Illinois
$459K +$39.1K +149 +10%
LOPW
2006
Live Oak Private Wealth
North Carolina
$459K – – –
JC
2007
JB Capital
Connecticut
$458K +$5.78K +22 +1%
BIA
2008
Beacon Investment Advisors
Maryland
$458K +$263 +1 +0.1%
BHPW
2009
Beverly Hills Private Wealth
California
$457K -$603K -2,298 -58%
RWA
2010
River Wealth Advisors
Pennsylvania
$457K +$6.04K +23 +1%
GFPC
2011
Global Financial Private Client
Florida
$456K +$8.93K +34 +2%
BFG
2012
Birch Financial Group
New Hampshire
$455K +$1.05K +4 +0.2%
LWM
2013
Lakeridge Wealth Management
Ohio
$454K +$2.89K +11 +0.7%
OIS
2014
Okabena Investment Services
Minnesota
$453K – – –
RMF
2015
Red Mountain Financial
Colorado
$453K -$144K -548 -25%
RP
2016
Riverwater Partners
Wisconsin
$452K +$6.04K +23 +1%
FSWA
2017
Financial Synergies Wealth Advisors
Texas
$451K +$9.45K +36 +2%
CAM
2018
Covenant Asset Management
New Jersey
$450K – – –
NAM
2019
NTV Asset Management
West Virginia
$450K – – –
AWA
2020
Acorn Wealth Advisors
Michigan
$450K +$525 +2 +0.1%
OCM
2021
One Capital Management
California
$449K – – –
SQA
2022
Simon Quick Advisors
New Jersey
$449K +$76.9K +293 +22%
AWAU
2023
Alliance Wealth Advisors (Utah)
Utah
$449K -$28.4K -108 -6%
NAMM
2024
NorthStar Asset Management (Massachusetts)
Massachusetts
$449K +$48.8K +186 +13%
NPT
2025
Nixon Peabody Trust
Massachusetts
$446K +$18.4K +70 +4%
79 80
81
82 83