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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
NQWM
2001
Northwest Quadrant Wealth Management
Oregon
$266K -$8.41K -38 -3%
TA
2002
Tectonic Advisors
Texas
$266K +$35K +158 +13%
ME
2003
McIlrath & Eck
Washington
$266K +$47.4K +214 +19%
HFRG
2004
Houlihan Financial Resource Group
Virginia
$265K +$282K +1,275 New
AWM
2005
Aevitas Wealth Management
Massachusetts
$264K +$1.55K +7 +0.5%
TCOK
2006
Trust Company of Kansas
Kansas
$262K – – –
VCM
2007
Vision Capital Management
Oregon
$262K – – –
FMN
2008
Financial Management Network
California
$262K +$221 +1 +0.1%
CCM
2009
Consolidated Capital Management
California
$262K +$1.77K +8 +0.6%
CG
2010
Clarus Group
Texas
$261K +$221 +1 +0.1%
IFA
2011
Index Fund Advisors
California
$261K +$1.77K +8 +0.6%
GA
2012
Geller Advisors
New York
$261K +$62.2K +281 +27%
PWM
2013
Prentice Wealth Management
New York
$261K +$294K +1,329 New
FC
2014
Forte Capital
New York
$260K +$11.3K +51 +4%
PCS
2015
Personal CFO Solutions
New Jersey
$259K -$42.9K -194 -13%
FWM
2016
Focused Wealth Management
New York
$259K +$1.33K +6 +0.5%
BA
2017
Ballast Advisors
Minnesota
$258K -$664 -3 -0.2%
GWCM
2018
Godshalk Welsh Capital Management
Pennsylvania
$258K +$4.87K +22 +2%
EC
2019
EdgeRock Capital
Colorado
$257K -$885 -4 -0.3%
EFG
2020
Everhart Financial Group
Ohio
$257K +$292K +1,319 New
AWA
2021
Aaron Wealth Advisors
Illinois
$256K -$41.6K -188 -13%
VC
2022
Vicus Capital
Pennsylvania
$256K +$31.9K +144 +12%
RP
2023
Rice Partnership
Hawaii
$256K +$65.9K +298 +29%
EWA
2024
Exencial Wealth Advisors
Oklahoma
$255K – – –
HFP
2025
Holistic Financial Partners
Indiana
$255K +$46.7K +211 +19%
79 80
81
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