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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
LOPW
2001
Live Oak Private Wealth
North Carolina
$398K – – –
CPA
2002
Cardiff Park Advisors
California
$398K – – –
FFA
2003
Florida Financial Advisors
Florida
$397K +$38.3K +159 +10%
JC
2004
JB Capital
Connecticut
$397K -$58.3K -242 -13%
AG
2005
AIA Group
Hong Kong
$397K -$239K -991 -37%
HBWM
2006
Hollow Brook Wealth Management
New York
$397K -$51.5K -214 -11%
BIA
2007
Beacon Investment Advisors
Maryland
$397K +$241 +1 +0.1%
CFG
2008
Clayton Financial Group
Missouri
$395K -$11.1K -46 -3%
RCG
2009
Regatta Capital Group
California
$395K – – –
CAM
2010
Congress Asset Management
Massachusetts
$395K -$414K -1,718 -51%
CC
2011
Callan Capital
California
$394K +$40K +166 +11%
CCA
2012
Cobblestone Capital Advisors
New York
$393K -$64.8K -269 -14%
PCM
2013
Prelude Capital Management
New York
$393K +$401K +1,664 New
JE
2014
JMAC Enterprises
Pennsylvania
$392K +$183K +761 +85%
GSWM
2015
Golden State Wealth Management
California
$392K +$13.5K +56 +3%
CAM
2016
Covenant Asset Management
New Jersey
$391K – – –
SIM
2017
Sentry Investment Management
Wisconsin
$390K -$582K -2,416 -57%
EA
2018
Eclectic Associates
California
$389K – – –
AWP
2019
Abacus Wealth Partners
California
$388K -$202K -841 -34%
FFG
2020
Frisch Financial Group
New York
$387K +$395K +1,639 New
BWM
2021
Baron Wealth Management
Michigan
$387K +$54.9K +228 +16%
AWA
2022
Acorn Wealth Advisors
Michigan
$386K -$12K -50 -3%
TPW
2023
Talon Private Wealth
Florida
$386K -$96.3K -400 -20%
MS
2024
Maven Securities
Jersey
$385K -$137K -569 -26%
NAM
2025
NTV Asset Management
West Virginia
$385K -$1.2K -5 -0.3%
79 80
81
82 83