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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
API
2001
Asset Planning Inc
California
$376K +$2.03K +9 +0.6%
FSWA
2002
Financial Synergies Wealth Advisors
Texas
$376K +$2.71K +12 +0.8%
FAM
2003
Fenimore Asset Management
New York
$374K – – –
WA
2004
WealthTrust Axiom
Pennsylvania
$373K +$36.1K +160 +11%
NAS
2005
NWF Advisory Services
California
$373K +$356K +1,579 New
CHC
2006
City Holding Co
West Virginia
$373K +$65.8K +292 +23%
KFA
2007
Krane Funds Advisors
New York
$372K +$99.4K +441 +37%
GWM
2008
Gibbs Wealth Management
Georgia
$372K -$25.2K -112 -7%
CFGSD
2009
Compass Financial Group (South Dakota)
South Dakota
$371K +$676 +3 +0.2%
GFPC
2010
Global Financial Private Client
Florida
$370K +$4.28K +19 +1%
RCG
2011
Regatta Capital Group
California
$370K -$28.2K -125 -7%
OHWA
2012
Oak Hill Wealth Advisors
Virginia
$369K +$3.38K +15 +1%
LSA
2013
Leonteq Securities AG
Switzerland
$369K -$23K -102 -6%
PMG
2014
Private Management Group
California
$368K – – –
FCA
2015
FLC Capital Advisors
California
$368K -$44.4K -197 -11%
WEG
2016
World Equity Group
Illinois
$367K +$6.76K +30 +2%
LC
2017
LCNB Corp
Ohio
$367K -$13.5K -60 -4%
PIM
2018
Plato Investment Management
Australia
$366K +$333K +1,478 +1,781%
SI
2019
Severin Investments
Missouri
$366K -$169K -750 -33%
RDWM
2020
Red Door Wealth Management
Tennessee
$365K – – –
JWA
2021
JFS Wealth Advisors
Pennsylvania
$364K +$70.1K +311 +25%
TCOK
2022
Trust Company of Kansas
Kansas
$363K – – –
NWMG
2023
National Wealth Management Group
Ohio
$362K +$346K +1,534 New
ALC
2024
Alexander Labrunerie & Co
Missouri
$362K – – –
LA
2025
LVW Advisors
New York
$361K -$97.6K -433 -22%
79 80
81
82 83