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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1601
Patriot Financial Group Insurance Agency
Massachusetts
$15K – – –
TC
1602
Trilogy Capital
California
$15K +$15.3K +114 New
PFO
1603
Pathstone Family Office
New Jersey
$14K +$12.4K +92 +767%
AWM
1604
AllSquare Wealth Management
New York
$13K – – –
ICOM
1605
Investment Counselors of Maryland
Maryland
$13K – – –
MWM
1606
MinichMacGregor Wealth Management
New York
$13K – – –
RBC
1607
Roble Belko & Company
Pennsylvania
$13K – – –
SFA
1608
Spectrum Financial Alliance
Kentucky
$11K +$11.3K +84 New
MIFH
1609
Migdal Insurance & Financial Holdings
Israel
$10K +$10.2K +76 New
HWP
1610
Hefty Wealth Partners
Indiana
$8K – – –
BCP
1611
Blackhawk Capital Partners
Wisconsin
$7K – – –
SIS
1612
Sound Income Strategies
Florida
$6K – – –
GWS
1613
Glassman Wealth Services
Virginia
$6K +$1.75K +13 +37%
WWM
1614
Willingdon Wealth Management
North Carolina
$5K -$8.88K -66 -66%
CIM
1615
Contravisory Investment Management
Massachusetts
$5K – – –
RWG
1616
Regal Wealth Group
California
$5K – – –
CFD
1617
Creative Financial Designs
Indiana
$4K -$1.38M -10,253 -100%
VCM
1618
Virtue Capital Management
Tennessee
$4K – – –
RA
1619
Rational Advisors
New York
$4K +$3.63K +27 New
SLF
1620
Sun Life Financial
Ontario, Canada
$3.59K -$281K -2,092 -81%
WAM
1621
Watermark Asset Management
California
$3K – – –
CA
1622
Centerpoint Advisors
Massachusetts
$3K +$2.69K +20 New
MCM
1623
Mainstay Capital Management
Michigan
$2K – – –
SHJ
1624
Sharkey, Howes & Javer
Colorado
$2K – – –
SCA
1625
Stuart Chaussee & Associates
California
$2K – – –
63 64
65
66 67