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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
RB
2001
Renasant Bank
Mississippi
$288K -$2.83K -13 -0.9%
PMFA
2002
Plante Moran Financial Advisors
Michigan
$288K -$36.6K -168 -11%
FPCP
2003
Fort Point Capital Partners
California
$288K +$5.23K +24 +2%
CHC
2004
City Holding Co
West Virginia
$287K – – –
PCS
2005
Personal CFO Solutions
New Jersey
$287K +$86.5K +397 +39%
MCWS
2006
McKinley Carter Wealth Services
West Virginia
$286K -$1.15M -5,298 -79%
FC
2007
Forte Capital
New York
$286K – – –
SFA
2008
Souders Financial Advisors
Ohio
$286K +$871 +4 +0.3%
FPWM
2009
FSB Premier Wealth Management
Iowa
$285K – – –
EAM
2010
EdenTree Asset Management
United Kingdom
$285K -$653K -3,000 -68%
SW
2011
Solidarity Wealth
Utah
$285K -$10.2K -47 -3%
GFPC
2012
Global Financial Private Client
Florida
$285K – – –
BA
2013
Bluesphere Advisors
Pennsylvania
$285K – – –
RCA
2014
Resonant Capital Advisors
Wisconsin
$285K +$70.8K +325 +30%
AT
2015
Avalon Trust
New Mexico
$284K -$7.19K -33 -2%
GFP
2016
Gryphon Financial Partners
Ohio
$282K +$7.84K +36 +3%
NQWM
2017
Northwest Quadrant Wealth Management
Oregon
$282K +$871 +4 +0.3%
EWA
2018
Exencial Wealth Advisors
Oklahoma
$282K -$1.31K -6 -0.4%
CPSAC
2019
Chas P. Smith & Associates (CPS)
Florida
$282K +$10.7K +49 +4%
WIC
2020
Woodmont Investment Counsel
Tennessee
$281K – – –
SFG
2021
Summit Financial Group
West Virginia
$281K – – –
CCM
2022
Consolidated Capital Management
California
$281K +$1.74K +8 +0.6%
HL
2023
HeadInvest LLC
Maine
$281K – – –
AO
2024
Advisor OS
Illinois
$281K +$300K +1,378 New
PF
2025
Parker Financial
Washington
$280K – – –
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