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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
2001
Hohimer Wealth Management
Washington
$306K +$288K +1,215 New
TPWA
2002
TRUE Private Wealth Advisors
Oregon
$306K +$288K +1,215 New
JWA
2003
JFS Wealth Advisors
Pennsylvania
$305K +$13.5K +57 +5%
RCWM
2004
Royal Capital Wealth Management
Indiana
$305K +$287K +1,211 New
CWM
2005
Curi Wealth Management
North Carolina
$303K -$474 -2 -0.2%
CAM
2006
Campion Asset Management
Virginia
$302K – – –
CFA
2007
CWS Financial Advisors
Michigan
$302K +$284K +1,200 New
HPCM
2008
Hunter Perkins Capital Management
Illinois
$302K +$284K +1,200 New
FPCM
2009
Financial Partners Capital Management
New York
$301K -$29.6K -125 -9%
AWM
2010
AAF Wealth Management
Massachusetts
$300K +$282K +1,192 New
VBWMG
2011
Von Berge Wealth Management Group
California
$300K +$291K +1,228 New
WE
2012
Wealth Effects
Massachusetts
$298K +$280K +1,183 New
CG
2013
Clarus Group
Texas
$297K – – –
HC
2014
HNP Capital
New York
$297K – – –
VRM
2015
Vectors Research Management
New York
$297K – – –
CHC
2016
City Holding Co
West Virginia
$296K -$32.9K -139 -10%
PCMC
2017
Private Capital Management (Colorado)
Colorado
$296K +$278K +1,175 New
DI
2018
DFPG Investments
Utah
$295K +$2.84K +12 +1%
SPWG
2019
Sage Private Wealth Group
Illinois
$295K +$7.34K +31 +3%
SOAG
2020
Silver Oak Advisory Group
Oregon
$295K +$277K +1,171 New
GP
2021
Greenline Partners
New York
$294K – – –
NAM
2022
NTV Asset Management
West Virginia
$292K – – –
NCM
2023
Novare Capital Management
North Carolina
$292K +$275K +1,159 New
KCM
2024
KRS Capital Management
Michigan
$291K +$274K +1,156 New
SAS
2025
Stelac Advisory Services
New York
$290K -$36K -152 -12%
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