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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
2001
Breachway Investments
Rhode Island
$383K +$378K +1,656 New
CAM
2002
Covenant Asset Management
New Jersey
$383K – – –
BFG
2003
Birch Financial Group
New Hampshire
$383K +$1.83K +8 +0.5%
FFG
2004
Frisch Financial Group
New York
$381K -$31K -136 -8%
KA
2005
Klingman & Associates
New York
$381K -$17.8K -78 -5%
EC
2006
EntryPoint Capital
New York
$381K +$376K +1,648 New
AWA
2007
Acorn Wealth Advisors
Michigan
$381K +$1.6K +7 +0.4%
NRC
2008
New Republic Capital
North Carolina
$381K +$150K +655 +66%
GLF
2009
Groupe la Francaise
France
$380K -$159K -695 -30%
CAC
2010
Certified Advisory Corp
Florida
$380K -$29.9K -131 -7%
PCA
2011
Pallas Capital Advisors
Massachusetts
$378K -$13K -57 -3%
WA
2012
Whipplewood Advisors
Colorado
$378K +$1.37K +6 +0.4%
BGAI
2013
Bruce G. Allen Investments
Colorado
$377K +$24K +105 +7%
RP
2014
Riverwater Partners
Wisconsin
$377K +$2.51K +11 +0.7%
TC
2015
TFR Capital
Texas
$376K +$50.2K +220 +16%
GWM
2016
Gibbs Wealth Management
Georgia
$376K +$16.9K +74 +5%
CNB
2017
Camden National Bank
Maine
$376K – – –
CWA
2018
Continuum Wealth Advisors
New York
$375K – – –
SW
2019
SteelPeak Wealth
California
$375K -$16.9K -74 -4%
LWM
2020
Lakeridge Wealth Management
Ohio
$374K -$5.93K -26 -2%
RRA
2021
Round Rock Advisors
Connecticut
$374K -$1.6K -7 -0.4%
EHAM
2022
Eagle Harbor Asset Management
Washington
$374K +$83.1K +364 +29%
EBSAM
2023
Eubel Brady & Suttman Asset Management
Ohio
$374K +$2.28K +10 +0.6%
CW
2024
Channel Wealth
California
$374K – – –
FSWA
2025
Financial Synergies Wealth Advisors
Texas
$372K +$4.57K +20 +1%
79 80
81
82 83