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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2001
Focused Wealth Management
New York
$271K – – –
VCM
2002
Vision Capital Management
Oregon
$270K – – –
BCM
2003
Boltwood Capital Management
California
$270K +$23.7K +117 +10%
AIM
2004
Athena Investment Management
California
$270K -$6.08K -30 -2%
SAA
2005
Southeast Asset Advisors
Georgia
$270K +$10.1K +50 +4%
HWM
2006
Hohimer Wealth Management
Washington
$270K +$25.5K +126 +10%
CG
2007
Clarus Group
Texas
$270K – – –
HC
2008
Hamilton Capital
Ohio
$270K +$11.8K +58 +5%
EF
2009
Exeter Financial
Arizona
$269K +$275K +1,356 New
MPW
2010
Monterey Private Wealth
California
$269K -$70.9K -350 -21%
FFM
2011
Flagstone Financial Management
Nebraska
$268K – – –
AIA
2012
Arbor Investment Advisors
North Carolina
$268K – – –
PSP
2013
Pacific Sage Partners
Washington
$268K – – –
LWM
2014
Liberty Wealth Management
California
$267K +$269K +1,326 New
PO
2015
Private Ocean
California
$266K – – –
SHWM
2016
Smith & Howard Wealth Management
Georgia
$266K – – –
TCOK
2017
Trust Company of Kansas
Kansas
$266K – – –
BAM
2018
Blueshift Asset Management
New Jersey
$266K -$196K -966 -42%
UAS
2019
United Asset Strategies
New York
$266K – – –
CIP
2020
Convergence Investment Partners
Florida
$265K -$5.27K -26 -2%
MTIC
2021
Missouri Trust & Investment Company
Missouri
$265K -$20.3K -100 -7%
FOA
2022
Five Oceans Advisors
California
$264K -$2.84K -14 -1%
MWPCG
2023
Measured Wealth Private Client Group
New Hampshire
$264K -$6.69K -33 -2%
WJA
2024
Willis Johnson & Associates
Texas
$262K -$54.1K -267 -17%
HI
2025
Hudock Inc
Pennsylvania
$262K +$203 +1 +0.1%
79 80
81
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