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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2001
Bluesphere Advisors
Pennsylvania
$289K – – –
MC
2002
Montag & Caldwell
Georgia
$288K – – –
WHCI
2003
W.H. Cornerstone Investments
Massachusetts
$288K +$277K +1,352 New
GA
2004
Geller Advisors
New York
$288K +$10.5K +51 +4%
LFG
2005
Larson Financial Group
Missouri
$288K +$72.6K +354 +34%
CWM
2006
Campbell Wealth Management
Virginia
$288K +$410 +2 +0.1%
PF
2007
Parker Financial
Washington
$288K +$285K +1,390 New
NPA
2008
Nichols & Pratt Advisers
Massachusetts
$288K +$287K +1,400 New
PVM
2009
Palogic Value Management
Texas
$287K +$284K +1,387 New
HL
2010
HeadInvest LLC
Maine
$287K -$82K -400 -22%
WIC
2011
Woodmont Investment Counsel
Tennessee
$286K – – –
SFA
2012
Souders Financial Advisors
Ohio
$286K +$1.03K +5 +0.4%
GCP
2013
GSA Capital Partners
United Kingdom
$286K -$214K -1,044 -43%
SFG
2014
Summit Financial Group
West Virginia
$286K – – –
AIM
2015
AMI Investment Management
Indiana
$285K – – –
AIM
2016
Athena Investment Management
California
$284K +$45.5K +222 +19%
NQWM
2017
Northwest Quadrant Wealth Management
Oregon
$284K +$1.03K +5 +0.4%
TLP
2018
Trinity Legacy Partners
Texas
$283K -$2.35M -11,463 -89%
BB
2019
Bell Bank
North Dakota
$283K -$44.7K -218 -14%
ML
2020
McAdam LLC
Pennsylvania
$283K -$12.3K -60 -5%
AWM
2021
Aevitas Wealth Management
Massachusetts
$282K +$1.23K +6 +0.4%
CCM
2022
Consolidated Capital Management
California
$282K +$3.28K +16 +1%
CWP
2023
Concord Wealth Partners
Virginia
$282K -$257K -1,253 -48%
KJHP
2024
K.J. Harrison & Partners
Ontario, Canada
$282K +$206K +1,005 New
FCCM
2025
First City Capital Management
Georgia
$282K +$279K +1,361 New
79 80
81
82 83