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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
2001
Rede Wealth
Virginia
$375K – – –
DLCIG
2002
D.L. Carlson Investment Group
New Hampshire
$374K -$78.6K -354 -18%
CNB
2003
Camden National Bank
Maine
$374K – – –
CW
2004
Channel Wealth
California
$374K – – –
AWA
2005
Acorn Wealth Advisors
Michigan
$374K -$2.44K -11 -0.7%
SIM
2006
Stratos Investment Management
Ohio
$373K -$47.3K -213 -12%
FBFS
2007
First Business Financial Services
Wisconsin
$373K – – –
SDAM
2008
Shulman DeMeo Asset Management
New York
$372K -$20.4K -92 -5%
LC
2009
LCNB Corp
Ohio
$371K +$24.2K +109 +7%
AWA
2010
AGH Wealth Advisors
Kansas
$371K -$20K -90 -5%
HC
2011
Hamilton Capital
Ohio
$371K -$105K -471 -23%
OL
2012
OneFund LLC
Florida
$368K -$2.89K -13 -0.8%
PCMK
2013
Paragon Capital Management (Kansas)
Kansas
$367K +$355K +1,597 New
AFT
2014
Alpha Family Trust
California
$367K -$97.7K -440 -22%
RRA
2015
Round Rock Advisors
Connecticut
$366K -$4.88K -22 -1%
OHWA
2016
Oak Hill Wealth Advisors
Virginia
$366K +$344K +1,548 New
EBSAM
2017
Eubel Brady & Suttman Asset Management
Ohio
$365K +$12.2K +55 +4%
FAM
2018
Fenimore Asset Management
New York
$364K – – –
API
2019
Asset Planning Inc
California
$364K +$12.9K +58 +4%
EC
2020
EdgeRock Capital
Colorado
$364K +$351K +1,580 New
PAS
2021
PKS Advisory Services
New York
$364K +$137K +619 +64%
FSWA
2022
Financial Synergies Wealth Advisors
Texas
$363K +$350K +1,578 New
VAM
2023
Verity Asset Management
North Carolina
$363K -$341K -1,538 -49%
SWGC
2024
Summit Wealth Group (Colorado)
Colorado
$362K +$349K +1,572 New
CFGSD
2025
Compass Financial Group (South Dakota)
South Dakota
$361K +$444 +2 +0.1%
79 80
81
82 83