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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
2001
Asset Dedication LLC
California
$128K -$6.19K -31 -5%
LFG
2002
Larson Financial Group
Missouri
$126K +$399 +2 +0.3%
CAL
2003
Capital Analysts LLC
Pennsylvania
$121K -$4.59K -23 -4%
HI
2004
Human Investing
Oregon
$120K – – –
CWC
2005
Carolinas Wealth Consulting
North Carolina
$120K +$100K +503 +689%
ATC
2006
Adirondack Trust Company
New York
$118K +$3K +15 +3%
BSSFA
2007
Baron Silver Stevens Financial Advisors
Florida
$117K +$112K +563 New
PCH
2008
PGIM Custom Harvest
New Jersey
$114K +$104K +523 New
GWS
2009
Glassman Wealth Services
Virginia
$112K +$12.6K +63 +13%
BBHBI
2010
B, B, H, & B Inc
Alabama
$110K +$106K +532 New
KFA
2011
Krane Funds Advisors
New York
$105K -$303K -1,518 -75%
CG
2012
Cutler Group
California
$104K -$899K -4,502 -90%
FCA
2013
FinTrust Capital Advisors
South Carolina
$104K -$53.9K -270 -35%
IRC
2014
Investors Research Corp
Georgia
$104K – – –
MC
2015
Maverick Capital
Texas
$103K -$1.21M -6,076 -92%
AA
2016
AlphaMark Advisors
Kentucky
$102K -$44.9K -225 -31%
LJHT
2017
Laurie J. Hall Trustee
$96K – – –
TFM
2018
TFC Financial Management
Massachusetts
$95K – – –
PCA
2019
Providence Capital Advisors
North Carolina
$94K – – –
HGWM
2020
Harvest Group Wealth Management
Massachusetts
$94K +$7.39K +37 +9%
JGIA
2021
Jackson Grant Investment Advisers
Connecticut
$93K +$399 +2 +0.4%
FCMT
2022
Founders Capital Management (Texas)
Texas
$92K +$87.9K +440 New
FMP
2023
Financial Management Professionals
Texas
$87K +$2.6K +13 +3%
PWA
2024
Phoenix Wealth Advisors
North Carolina
$86K +$82.1K +411 New
CAM
2025
Costello Asset Management
Pennsylvania
$85K – – –
79 80
81
82 83