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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
2001
Birch Financial Group
New Hampshire
$405K +$3.92K +16 +1%
EWM
2002
Evermay Wealth Management
Virginia
$405K +$38K +155 +10%
HAIM
2003
Hunter Associates Investment Management
Pennsylvania
$405K -$29.1K -119 -7%
BI
2004
Breachway Investments
Rhode Island
$405K +$2.45K +10 +0.6%
CAC
2005
Certified Advisory Corp
Florida
$405K +$6.86K +28 +2%
PWPS
2006
Pinnacle Wealth Planning Services
Ohio
$404K -$6.12K -25 -1%
KA
2007
Klingman & Associates
New York
$404K +$4.41K +18 +1%
OIS
2008
Okabena Investment Services
Minnesota
$404K -$7.35K -30 -2%
JC
2009
JB Capital
Connecticut
$403K – – –
RWA
2010
River Wealth Advisors
Pennsylvania
$402K -$979 -4 -0.2%
LWM
2011
Lakeridge Wealth Management
Ohio
$402K +$9.79K +40 +2%
KIM
2012
Kestra Investment Management
Texas
$402K +$405K +1,656 New
CAM
2013
Covenant Asset Management
New Jersey
$402K – – –
NAM
2014
NTV Asset Management
West Virginia
$402K -$490 -2 -0.1%
FFG
2015
Frisch Financial Group
New York
$401K +$1.22K +5 +0.3%
AWA
2016
Acorn Wealth Advisors
Michigan
$401K +$1.71K +7 +0.4%
OAM
2017
Ostrum Asset Management
France
$401K -$1.4M -5,699 -78%
MCCA
2018
Mill Creek Capital Advisors
Pennsylvania
$401K -$131K -535 -24%
DLCIG
2019
D.L. Carlson Investment Group
New Hampshire
$400K +$32.8K +134 +9%
RRA
2020
Round Rock Advisors
Connecticut
$400K +$7.35K +30 +2%
MHR
2021
Matthew Hamilton Rosenberg
$399K +$24.5K +100 +6%
GFPC
2022
Global Financial Private Client
Florida
$399K +$14.2K +58 +4%
PAM
2023
PCG Asset Management
New Jersey
$398K -$14.7K -60 -4%
RP
2024
Riverwater Partners
Wisconsin
$397K +$1.96K +8 +0.5%
OL
2025
OneFund LLC
Florida
$396K -$30.1K -123 -7%
79 80
81
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