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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
SGCA
2001
Steel Grove Capital Advisors
Tennessee
$222K +$224K +1,008 New
LCC
2002
Lincoln Capital Corp
Rhode Island
$221K +$12K +54 +6%
GIA
2003
GHP Investment Advisors
Colorado
$220K -$80.2K -360 -26%
RP
2004
Riverbridge Partners
Minnesota
$220K -$668 -3 -0.3%
FWM
2005
FSA Wealth Management
Massachusetts
$220K – – –
LG
2006
LaFleur & Godfrey
Michigan
$220K – – –
WCM
2007
Windsor Capital Management
Arizona
$220K – – –
FGAM
2008
Financial Gravity Asset Management
Texas
$220K +$445 +2 New
JIP
2009
JBJ Investment Partners
South Carolina
$220K +$3.34K +15 +2%
MSR
2010
Main Street Research
Connecticut
$219K – – –
EWM
2011
EPG Wealth Management
Georgia
$219K +$445 +2 +0.2%
OSNBOA
2012
Old Second National Bank of Aurora
Illinois
$218K – – –
HC
2013
Hoese & Co
Minnesota
$218K +$3.12K +14 +1%
NFC
2014
Northeast Financial Consultants
Connecticut
$218K +$221K +991 New
CIP
2015
Cornerstone Investment Partners
Georgia
$217K – – –
VCP
2016
Vista Capital Partners
Oregon
$216K -$12.7K -57 -5%
FPCP
2017
Fort Point Capital Partners
California
$216K – – –
WDC
2018
Woodward Diversified Capital
California
$215K – – –
PWM
2019
Prentice Wealth Management
New York
$214K +$80.8K +363 +60%
MTCM
2020
Mint Tower Capital Management
Netherlands
$214K +$217K +975 New
MIA
2021
MainStreet Investment Advisors
Illinois
$213K -$157K -705 -42%
CMA
2022
Cedar Mountain Advisors
Oregon
$213K -$223 -1 -0.1%
MFS
2023
Madrona Financial Services
Washington
$213K – – –
FTC
2024
Farmers Trust Company
Ohio
$212K -$223K -1,000 -51%
LWA
2025
Lenox Wealth Advisors
New York
$212K +$55.9K +251 +35%
79 80
81
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