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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
1526
Partnervest Advisory Services
California
$262K -$108K -726 -28%
LWM
1527
Lyell Wealth Management
California
$262K – – –
LA
1528
Lau Associates
Delaware
$260K +$279K +1,880 New
BWM
1529
BT Wealth Management
Georgia
$259K +$226K +1,526 New
FPFS
1530
First Personal Financial Services
North Carolina
$258K +$48.9K +330 +21%
AW
1531
Alpha Windward
Massachusetts
$256K -$25K -169 -8%
AP
1532
Atwood & Palmer
Missouri
$256K – – –
MIM
1533
Macroview Investment Management
Maryland
$255K – – –
TAM
1534
Taurus Asset Management
New York
$254K -$22.2K -150 -8%
PWP
1535
Principle Wealth Partners
Connecticut
$254K +$273K +1,840 New
MOS
1536
MGO One Seven
Ohio
$253K -$45K -304 -14%
AWM
1537
Aries Wealth Management
Maine
$253K -$8.3K -56 -3%
W
1538
Wealthquest
Ohio
$253K +$272K +1,837 New
CBFP
1539
Cedar Brook Financial Partners
Ohio
$252K +$270K +1,825 New
HR
1540
Hardy Reed
Mississippi
$249K +$267K +1,804 New
FPCM
1541
Financial Partners Capital Management
New York
$248K – – –
AEPG
1542
American Economic Planning Group
New Jersey
$247K -$6.67K -45 -2%
AWA
1543
Acorn Wealth Advisors
Michigan
$247K -$1.63K -11 -0.7%
LFA
1544
Legacy Financial Advisors
Kentucky
$246K -$23.1K -156 -8%
PWM
1545
Paulson Wealth Management
Illinois
$244K +$233K +1,571 New
SWK
1546
Stephen W. Kidder
$242K -$214K -1,443 -45%
TW
1547
Transform Wealth
Colorado
$242K +$8.15K +55 +3%
TC
1548
Telemus Capital
Michigan
$242K +$260K +1,754 New
AF
1549
Affiance Financial
Minnesota
$241K – – –
SC
1550
Searle & Co
Connecticut
$240K – – –
60 61
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63 64