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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2001
Liberty Wealth Management
California
$222K – – –
WCM
2002
Windsor Capital Management
Arizona
$221K – – –
RP
2003
Riverbridge Partners
Minnesota
$221K +$630 +3 +0.3%
FWM
2004
FSA Wealth Management
Massachusetts
$220K -$63K -300 -23%
CS
2005
Cannell & Spears
New York
$220K – – –
LG
2006
LaFleur & Godfrey
Michigan
$220K – – –
WA
2007
Waverly Advisors
Alabama
$220K +$208K +992 New
MSR
2008
Main Street Research
Connecticut
$219K -$13.2K -63 -6%
EWM
2009
EPG Wealth Management
Georgia
$219K -$7.56K -36 -3%
OSNBOA
2010
Old Second National Bank of Aurora
Illinois
$219K – – –
CWM
2011
Cabot Wealth Management
Massachusetts
$219K +$208K +992 New
CIP
2012
Cornerstone Investment Partners
Georgia
$217K – – –
JIP
2013
JBJ Investment Partners
South Carolina
$217K – – –
FPCP
2014
Fort Point Capital Partners
California
$217K +$207K +984 New
SWIG
2015
Strategic Wealth Investment Group
Kentucky
$217K +$207K +985 New
WDC
2016
Woodward Diversified Capital
California
$216K -$4.41K -21 -2%
BB
2017
Bell Bank
North Dakota
$215K -$13.4K -64 -6%
HC
2018
Hoese & Co
Minnesota
$215K +$205K +976 New
RWA
2019
Redhawk Wealth Advisors
Minnesota
$214K -$41.8K -199 -17%
CMA
2020
Cedar Mountain Advisors
Oregon
$214K – – –
MFS
2021
Madrona Financial Services
Washington
$214K +$203K +969 New
CW
2022
Connectus Wealth
Ohio
$213K +$200K +951 New
MFA
2023
McClarren Financial Advisors
Pennsylvania
$210K – – –
GIM
2024
Guild Investment Management
California
$210K +$201K +955 New
PGA
2025
Portland Global Advisors
Maine
$210K +$201K +955 New
79 80
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