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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
2001
Wealthcare Advisory Partners
Pennsylvania
– -$170K -1,206 Closed
AIM
2002
Aigen Investment Management
New York
– -$167K -1,183 Closed
CFA
2003
CWS Financial Advisors
Michigan
– -$211K -1,166 Closed
VCS
2004
Vaughan & Co Securities
New Jersey
– -$133K -940 Closed
MWM
2005
MBE Wealth Management
Wisconsin
– -$125K -889 Closed
EWM
2006
EPG Wealth Management
Georgia
– -$78K -554 Closed
AA
2007
Advisory Alpha
Michigan
– -$63.7K -418 Closed
IUHSA
2008
Itau Unibanco Holding S.A.
Brazil
– -$55K -393 Closed
ACM
2009
AUA Capital Management
Pennsylvania
– -$48.1K -300 Closed
WAM
2010
Wolverine Asset Management
Illinois
– -$38K -270 Closed
NICM
2011
Neo Ivy Capital Management
New York
– -$34K -240 Closed
FA
2012
Fortis Advisors
Pennsylvania
– -$24K -167 Closed
LSA
2013
Lion Street Advisors
Texas
– -$20K -140 Closed
SMFS
2014
Squar Milner Financial Services
California
– -$16K -120 Closed
DI
2015
Disciplined Investments
Oklahoma
– -$18.8K -117 Closed
ICOM
2016
Investment Counselors of Maryland
Maryland
– -$14K -100 Closed
CTB
2017
Country Trust Bank
Illinois
– -$13K -92 Closed
BII
2018
Bainco International Investors
Massachusetts
– -$11K -76 Closed
FEG
2019
Financial Enhancement Group
Indiana
– -$10K -69 Closed
AIS
2020
Accurate Investment Solutions
Pennsylvania
– -$9K -63 Closed
BCA
2021
Bray Capital Advisors
Florida
– -$8K -60 Closed
ICM
2022
Islay Capital Management
Texas
– -$4K -25 Closed
WCM
2023
Wealthcare Capital Management
Virginia
– -$3K -24 Closed
OFG
2024
OmniStar Financial Group
North Carolina
– -$2K -15 Closed
BCMIO
2025
Beacon Capital Management Inc (Ohio)
Ohio
– -$2K -11 Closed
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