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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
2001
Elgethun Capital Management
South Dakota
$288K +$21.5K +108 +8%
FC
2002
Forte Capital
New York
$287K – – –
FPWM
2003
FSB Premier Wealth Management
Iowa
$287K – – –
SFA
2004
Souders Financial Advisors
Ohio
$287K +$3.38K +17 +1%
BA
2005
Bluesphere Advisors
Pennsylvania
$286K – – –
SWA
2006
Stratos Wealth Advisors
Ohio
$285K +$50.5K +254 +22%
CSPAM
2007
Cary Street Partners Asset Management
Virginia
$285K -$41K -206 -13%
EWA
2008
Exencial Wealth Advisors
Oklahoma
$285K +$1.39K +7 +0.5%
FPCP
2009
Fort Point Capital Partners
California
$284K +$1.39K +7 +0.5%
JSW
2010
Journey Strategic Wealth
New Jersey
$284K -$285K -1,435 -51%
CRWM
2011
Castle Rock Wealth Management
California
$283K +$1.59K +8 +0.6%
BB
2012
Bell Bank
North Dakota
$283K +$6.76K +34 +3%
WIC
2013
Woodmont Investment Counsel
Tennessee
$283K – – –
NQWM
2014
Northwest Quadrant Wealth Management
Oregon
$283K -$3.38K -17 -1%
SFG
2015
Summit Financial Group
West Virginia
$282K – – –
PF
2016
Parker Financial
Washington
$281K -$3.38K -17 -1%
MWPCG
2017
Measured Wealth Private Client Group
New Hampshire
$281K +$12.5K +63 +5%
CG
2018
Clarus Group
Texas
$281K +$6.36K +32 +2%
CCM
2019
Consolidated Capital Management
California
$280K +$1.59K +8 +0.6%
FMN
2020
Financial Management Network
California
$280K +$49.7K +250 +23%
CWM
2021
Campbell Wealth Management
Virginia
$280K – – –
SAM
2022
Strategy Asset Managers
California
$279K +$35K +176 +15%
GFP
2023
Gryphon Financial Partners
Ohio
$276K -$11.1K -56 -4%
WJA
2024
Willis Johnson & Associates
Texas
$276K +$9.14K +46 +4%
ML
2025
McAdam LLC
Pennsylvania
$276K +$30.8K +155 +13%
79 80
81
82 83