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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
2001
Outlook Wealth Advisors
Texas
$397K +$59.6K +242 +18%
MTIC
2002
Missouri Trust & Investment Company
Missouri
$397K +$70.1K +285 +21%
JF
2003
Joule Financial
Kentucky
$397K -$170K -689 -30%
LPAM
2004
Lodestar Private Asset Management
California
$396K -$34.7K -141 -8%
TF
2005
Tompkins Financial
New York
$395K – – –
GAA
2006
Global Assets Advisory
Florida
$394K +$399K +1,620 New
AA
2007
Alta Advisers
United Kingdom
$393K – – –
BHA
2008
Beech Hill Advisors
New York
$393K – – –
EBSAM
2009
Eubel Brady & Suttman Asset Management
Ohio
$393K +$9.6K +39 +3%
TWM
2010
TriaGen Wealth Management
California
$392K -$30.8K -125 -7%
BB
2011
Bell Bank
North Dakota
$392K -$5.91K -24 -1%
GLLW
2012
Graves Light Lenhart Wealth
Virginia
$391K – – –
FAM
2013
Fenimore Asset Management
New York
$390K – – –
AP
2014
Advisors Preferred
Maryland
$389K -$47.7K -194 -11%
SF
2015
Symphony Financial
Texas
$389K +$17K +69 +5%
LGA
2016
Lebenthal Global Advisors
New York
$388K +$45.3K +184 +13%
LWL
2017
Leo Wealth LLC
Texas
$387K +$126K +513 +48%
S
2018
Sachetta
Massachusetts
$387K – – –
FB
2019
First Bancorp
Maine
$385K +$105K +427 +37%
CIS
2020
Connors Investor Services
Pennsylvania
$385K – – –
WG
2021
Welch Group
Alabama
$384K -$10.6K -43 -3%
GAM
2022
Gould Asset Management
California
$384K – – –
EFG
2023
Everhart Financial Group
Ohio
$383K +$49.5K +201 +15%
ATWA
2024
Arbor Trust Wealth Advisors
Michigan
$382K -$13.5K -55 -3%
OL
2025
OneFund LLC
Florida
$382K -$10.3K -42 -3%
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81
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