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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1501
Trek Financial
Arizona
$922K +$280K +1,181 +41%
EWA
1502
EverSource Wealth Advisors
Alabama
$916K -$22.5K -95 -2%
BI
1503
Berkeley Inc
Idaho
$912K -$6.12M -25,847 -87%
HCM
1504
Howard Capital Management
Georgia
$910K +$47.8K +202 +5%
RWB
1505
RMR Wealth Builders
New Jersey
$909K -$1.12M -4,729 -54%
FA
1506
Fiduciary Alliance
South Carolina
$909K +$563K +2,376 +147%
MIM
1507
Morningstar Investment Management
Illinois
$908K – – –
SVWAG
1508
Sound View Wealth Advisors Group
Georgia
$907K -$17K -72 -2%
GWANC
1509
Guardian Wealth Advisors (North Carolina)
North Carolina
$904K +$694K +2,932 +284%
TLFA
1510
True Link Financial Advisors
California
$904K -$12.5K -53 -1%
TAM
1511
Titleist Asset Management
Texas
$903K +$46.9K +198 +5%
MC
1512
Meketa Capital
Massachusetts
$902K +$937K +3,956 New
MIG
1513
Meketa Investment Group
Massachusetts
$902K +$937K +3,956 New
S
1514
SimplyRich
California
$902K – – –
TPA
1515
Trivium Point Advisory
Connecticut
$899K +$74.3K +314 +9%
CANC
1516
Culbertson A N & Co
Virginia
$898K +$7.1K +30 +0.8%
AWE
1517
Avidian Wealth Enterprises
Texas
$898K +$60.1K +254 +7%
GCP
1518
GSA Capital Partners
United Kingdom
$896K -$514K -2,171 -36%
ECA
1519
Elevated Capital Advisors
Utah
$895K +$210K +887 +29%
CL
1520
CVFG LLC
Indiana
$894K +$928K +3,921 New
GSB
1521
Greenfield Savings Bank
Massachusetts
$893K -$29.6K -125 -3%
GIA
1522
Gateway Investment Advisers
Ohio
$886K -$35.5K -150 -4%
SCI
1523
Stableford Capital II
Arizona
$885K -$16.3K -69 -2%
WA
1524
Wealth Alliance
New York
$884K -$142K -600 -13%
TWM
1525
Thrive Wealth Management
Pennsylvania
$884K -$83.3K -352 -8%
59 60
61
62 63