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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
2001
Madrona Financial Services
Washington
$404K -$1.18K -5 -0.3%
CH
2002
Cromwell Holdings
Wyoming
$404K – – –
ALA
2003
Atlas Legacy Advisors
California
$403K +$419K +1,769 New
JF
2004
Joule Financial
Kentucky
$402K +$5.68K +24 +1%
MEG
2005
Millstone Evans Group
Colorado
$401K +$416K +1,758 New
FCA
2006
FLC Capital Advisors
California
$400K – – –
PG
2007
Patten Group
Tennessee
$399K – – –
C
2008
Certuity
Florida
$398K +$144K +607 +53%
MKC
2009
M. Kraus & Co
Vermont
$398K – – –
CAL
2010
Capital Advisors Ltd
Ohio
$398K -$1.18K -5 -0.3%
PWM
2011
PBMares Wealth Management
Virginia
$397K – – –
PAM
2012
PCG Asset Management
New Jersey
$397K +$412K +1,740 New
DRD
2013
Dennis R. Delaney
$395K – – –
NCM
2014
Northside Capital Management
Oregon
$395K +$118K +500 +41%
GWM
2015
GSB Wealth Management
Connecticut
$394K +$2.6K +11 +0.6%
OIS
2016
Okabena Investment Services
Minnesota
$394K -$797K -3,368 -66%
CFG
2017
Clayton Financial Group
Missouri
$392K – – –
BCI
2018
Blue Capital Inc
Nebraska
$392K +$407K +1,719 New
CAI
2019
Capital Advisors Inc
Oklahoma
$390K +$1.89K +8 +0.5%
SCP
2020
Sivia Capital Partners
California
$390K +$18K +76 +5%
DWM
2021
David Wealth Management
Virginia
$390K +$405K +1,709 New
EWA
2022
Encompass Wealth Advisors
Oregon
$389K -$1.16M -4,910 -74%
NFC
2023
Northeast Financial Consultants
Connecticut
$389K +$4.74K +20 +1%
VIA
2024
Victrix Investment Advisors
Florida
$389K +$403K +1,704 New
RW
2025
Rede Wealth
Virginia
$388K +$3.31K +14 +0.8%
79 80
81
82 83