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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
2001
Lenox Wealth Advisors
New York
$188K -$864 -4 -0.4%
ADL
2002
Asset Dedication LLC
California
$188K +$19.4K +90 +10%
ATC
2003
Adirondack Trust Company
New York
$187K – – –
MFA
2004
McClarren Financial Advisors
Pennsylvania
$186K – – –
CCA
2005
Catalyst Capital Advisors
New York
$184K – – –
IWA
2006
IBEX Wealth Advisors
New Jersey
$174K -$1.56M -7,201 -89%
RCG
2007
Rock Creek Group
District of Columbia
$174K -$185K -858 -49%
FFA
2008
Freedman Financial Associates
Massachusetts
$174K +$2.59K +12 +1%
AA
2009
Addison Advisors
Vermont
$173K +$1.3K +6 +0.7%
CWP
2010
Concord Wealth Partners
Virginia
$171K -$294K -1,360 -61%
GFPC
2011
Global Financial Private Client
Florida
$169K – – –
BAM
2012
Bellevue Asset Management
Washington
$168K – – –
WOC
2013
West Oak Capital
California
$166K – – –
GG
2014
Gleason Group
Kentucky
$166K +$1.08K +5 +0.6%
ODG
2015
O'Dell Group
Ohio
$157K +$173K +800 New
PGAM
2016
Princeton Global Asset Management
New Jersey
$156K -$19.7K -91 -10%
AIM
2017
Acropolis Investment Management
Missouri
$152K – – –
GCM
2018
Gladius Capital Management
Illinois
$152K +$167K +773 New
RTC
2019
Riverview Trust Company
Washington
$151K – – –
BAM
2020
Baldrige Asset Management
Pennsylvania
$147K – – –
DWP
2021
Destiny Wealth Partners
Florida
$137K -$70.8K -328 -32%
GAM
2022
Gemmer Asset Management
California
$137K -$2.59K -12 -2%
CPC
2023
Consolidated Planning Corp
Georgia
$134K +$147K +682 New
AP
2024
Atwood & Palmer
Missouri
$132K – – –
SC
2025
Sierra Capital
Florida
$132K – – –
79 80
81
82 83