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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
2001
Stratos Wealth Advisors
Ohio
$347K +$82.3K +351 +30%
KCM
2002
Kendall Capital Management
Maryland
$347K -$4.22K -18 -1%
ALC
2003
Alexander Labrunerie & Co
Missouri
$347K – – –
JF
2004
Joule Financial
Kentucky
$346K -$17.6K -75 -5%
CFGSD
2005
Compass Financial Group (South Dakota)
South Dakota
$346K -$40.5K -173 -10%
FNC
2006
First National Corp
Massachusetts
$345K +$23.7K +101 +7%
SEIA
2007
Signature Estate & Investment Advisors
California
$345K +$357K +1,525 New
RIM
2008
RW Investment Management
Idaho
$344K -$3.28K -14 -0.9%
AP
2009
Advisors Preferred
Maryland
$344K -$16.4K -70 -4%
BDF
2010
Black Diamond Financial
Maryland
$344K -$87.9K -375 -20%
CIS
2011
Connors Investor Services
Pennsylvania
$343K -$11.7K -50 -3%
AWM
2012
Accurate Wealth Management
Florida
$343K +$42.7K +182 +14%
FPCP
2013
Fort Point Capital Partners
California
$340K +$23K +98 +7%
DA
2014
DCM Advisors
New York
$340K -$603K -2,571 -63%
BCM
2015
Blume Capital Management
California
$339K – – –
AWM
2016
Aviso Wealth Management
Washington
$339K +$51.3K +219 +17%
ECM
2017
ExodusPoint Capital Management
New York
$339K -$22.6M -96,242 -98%
BPCA
2018
Bank Pictet & Cie (Asia)
Singapore
$339K – – –
HIC
2019
Holderness Investments Company
North Carolina
$338K – – –
EA
2020
Everpar Advisors
Oklahoma
$338K +$132K +562 +60%
EC
2021
EntryPoint Capital
New York
$338K +$258K +1,101 +279%
PWP
2022
Phillips Wealth Planners
Mississippi
$338K -$95.2K -406 -21%
SCP
2023
Sivia Capital Partners
California
$337K +$48.7K +208 +16%
RF
2024
Robinswood Financial
Washington
$336K – – –
CCM
2025
Carlson Capital Management
Minnesota
$336K – – –
79 80
81
82 83