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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
FRM
2001
Fox Run Management
Connecticut
$394K -$22.1K -91 -5%
BAAM
2002
Baker Avenue Asset Management
California
$394K +$45.1K +186 +13%
BB
2003
Bell Bank
North Dakota
$393K +$970 +4 +0.3%
TWM
2004
TriaGen Wealth Management
California
$392K – – –
RRA
2005
Round Rock Advisors
Connecticut
$392K -$9.7K -40 -2%
HFP
2006
Holistic Financial Partners
Indiana
$391K +$30.3K +125 +9%
NAM
2007
NTV Asset Management
West Virginia
$390K -$72.7K -300 -16%
CPSAC
2008
Chas P. Smith & Associates (CPS)
Florida
$390K +$45.3K +187 +13%
FPCP
2009
Fort Point Capital Partners
California
$389K +$17.9K +74 +5%
CP
2010
Castleview Partners
Texas
$388K +$40.3K +166 +12%
BCA
2011
Bay Colony Advisors
Massachusetts
$386K +$6.06K +25 +2%
SAM
2012
Strategy Asset Managers
California
$386K +$48.7K +201 +15%
CRWM
2013
Castle Rock Wealth Management
California
$382K +$3.64K +15 +0.9%
MTIC
2014
Missouri Trust & Investment Company
Missouri
$380K – – –
CSPAM
2015
Cary Street Partners Asset Management
Virginia
$378K +$12.4K +51 +3%
ALC
2016
Alexander Labrunerie & Co
Missouri
$378K – – –
GLLW
2017
Graves Light Lenhart Wealth
Virginia
$377K -$7.27K -30 -2%
CFGSD
2018
Compass Financial Group (South Dakota)
South Dakota
$377K +$485 +2 +0.1%
EBSAM
2019
Eubel Brady & Suttman Asset Management
Ohio
$377K -$10.9K -45 -3%
RIM
2020
RW Investment Management
Idaho
$375K – – –
GFPC
2021
Global Financial Private Client
Florida
$374K +$27.4K +113 +8%
KCM
2022
Kendall Capital Management
Maryland
$374K -$3.64K -15 -1%
BAWM
2023
Bennett Associates Wealth Management
Pennsylvania
$374K +$368K +1,516 New
HIC
2024
Holderness Investments Company
North Carolina
$373K +$4.61K +19 +1%
PCP
2025
Proficio Capital Partners
Massachusetts
$373K -$110K -454 -23%
79 80
81
82 83