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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
2001
Palisades Hudson Asset Management
Florida
– -$226K -1,250 Closed
BONST
2002
Bank of Nova Scotia Trust
Ontario, Canada
– -$226K -1,248 Closed
CDH
2003
Charles D. Hyman
– -$225K -1,245 Closed
AA
2004
Alesco Advisors
New York
– -$224K -1,240 Closed
GIA
2005
GHP Investment Advisors
Colorado
– -$224K -1,240 Closed
ACM
2006
Anfield Capital Management
California
– -$229K -1,239 Closed
GSBTD
2007
Glenview State Bank Trust Department
Illinois
– -$223K -1,237 Closed
RWM
2008
Ritholtz Wealth Management
New York
– -$223K -1,235 Closed
FAM
2009
Formidable Asset Management
Ohio
– -$225K -1,234 Closed
PMG
2010
ProVise Management Group
Florida
– -$222K -1,230 Closed
GVAG
2011
Great Valley Advisor Group
Delaware
– -$221K -1,223 Closed
PC
2012
Port Capital
Illinois
– -$221K -1,220 Closed
VFP
2013
Verus Financial Partners
Virginia
– -$220K -1,218 Closed
MAA
2014
Mraz Amerine & Associates
California
– -$220K -1,215 Closed
ESBC
2015
E.S. Barr & Co
Kentucky
– -$219K -1,210 Closed
CST
2016
Charles Schwab Trust
Nevada
– -$218K -1,207 Closed
MIAS
2017
Mason Investment Advisory Services
Virginia
– -$217K -1,202 Closed
AIM
2018
Aspen Investment Management
Michigan
– -$217K -1,200 Closed
HFRG
2019
Houlihan Financial Resource Group
Virginia
– -$217K -1,200 Closed
MCC
2020
Malaga Cove Capital
California
– -$217K -1,200 Closed
NQWM
2021
Northwest Quadrant Wealth Management
Oregon
– -$216K -1,196 Closed
FNBTCON
2022
First National Bank & Trust Co of Newtown
Pennsylvania
– -$216K -1,194 Closed
FPGK
2023
Financial Partners Group (Kansas)
Kansas
– -$214K -1,192 Closed
DBRC
2024
D.B. Root & Company
Pennsylvania
– -$215K -1,191 Closed
FUBT
2025
First United Bank & Trust
Maryland
– -$214K -1,186 Closed
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81
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