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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2001
Atala Financial
California
$405K +$420K +1,775 New
MFS
2002
Madrona Financial Services
Washington
$404K -$1.18K -5 -0.3%
CH
2003
Cromwell Holdings
Wyoming
$404K – – –
ALA
2004
Atlas Legacy Advisors
California
$403K +$419K +1,769 New
JF
2005
Joule Financial
Kentucky
$402K +$5.68K +24 +1%
MEG
2006
Millstone Evans Group
Colorado
$401K +$416K +1,758 New
FCA
2007
FLC Capital Advisors
California
$400K – – –
PG
2008
Patten Group
Tennessee
$399K – – –
C
2009
Certuity
Florida
$398K +$144K +607 +53%
MKC
2010
M. Kraus & Co
Vermont
$398K – – –
CAL
2011
Capital Advisors Ltd
Ohio
$398K -$1.18K -5 -0.3%
PWM
2012
PBMares Wealth Management
Virginia
$397K – – –
PAM
2013
PCG Asset Management
New Jersey
$397K +$412K +1,740 New
DRD
2014
Dennis R. Delaney
$395K – – –
NCM
2015
Northside Capital Management
Oregon
$395K +$118K +500 +41%
GWM
2016
GSB Wealth Management
Connecticut
$394K +$2.6K +11 +0.6%
OIS
2017
Okabena Investment Services
Minnesota
$394K -$797K -3,368 -66%
CFG
2018
Clayton Financial Group
Missouri
$392K – – –
BCI
2019
Blue Capital Inc
Nebraska
$392K +$407K +1,719 New
CAI
2020
Capital Advisors Inc
Oklahoma
$390K +$1.89K +8 +0.5%
SCP
2021
Sivia Capital Partners
California
$390K +$18K +76 +5%
DWM
2022
David Wealth Management
Virginia
$390K +$405K +1,709 New
EWA
2023
Encompass Wealth Advisors
Oregon
$389K -$1.16M -4,910 -74%
NFC
2024
Northeast Financial Consultants
Connecticut
$389K +$4.74K +20 +1%
VIA
2025
Victrix Investment Advisors
Florida
$389K +$403K +1,704 New
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