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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1501
ClearAlpha Technologies
Connecticut
$876K +$845K +3,806 New
SIG
1502
Sargent Investment Group
Maryland
$870K +$48.2K +217 +6%
WWM
1503
Western Wealth Management
Colorado
$868K -$35.3K -159 -4%
OHWP
1504
Oak Harbor Wealth Partners
North Carolina
$866K -$539K -2,426 -39%
CT
1505
Clearstead Trust
Maine
$866K +$64.4K +290 +8%
WCM
1506
Weik Capital Management
Pennsylvania
$863K -$179K -805 -18%
PPWP
1507
Premier Path Wealth Partners
New Jersey
$861K -$50.6K -228 -6%
PP
1508
Patron Partners
Texas
$861K -$6.22K -28 -0.7%
IFS
1509
Intelligent Financial Strategies
Minnesota
$859K – – –
MSFS
1510
Main Street Financial Solutions
Pennsylvania
$859K +$12.9K +58 +2%
VWM
1511
Venturi Wealth Management
Texas
$858K +$32.6K +147 +4%
NAS
1512
Nicolet Advisory Services
Wisconsin
$857K +$108K +487 +14%
TWM
1513
Thrive Wealth Management
Pennsylvania
$857K -$40K -180 -5%
EFP
1514
Elser Financial Planning
Indiana
$856K -$7.1K -32 -0.9%
CG
1515
CFO4Life Group
Texas
$853K +$30K +135 +4%
APW
1516
Acima Private Wealth
Virginia
$853K +$710K +3,200 +630%
CIAS
1517
Capital Investment Advisory Services
North Carolina
$849K -$128K -576 -13%
CF
1518
Copperwynd Financial
Arizona
$844K +$15.1K +68 +2%
KC
1519
Knuff & Co
California
$842K -$40.8K -184 -5%
MCM
1520
Maple Capital Management
Vermont
$840K -$30.9K -139 -4%
GFP
1521
Gryphon Financial Partners
Ohio
$840K +$33.1K +149 +4%
CCA
1522
Cottonwood Capital Advisors
Utah
$839K +$666 +3 +0.1%
DCM
1523
Dudley Capital Management
Virginia
$839K – – –
BFA
1524
Beaumont Financial Advisors
Massachusetts
$839K -$99.9K -450 -11%
MP
1525
McDonald Partners
Ohio
$837K +$28.6K +129 +4%
59 60
61
62 63