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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
JSL
1601
JT Stratford LLC
Georgia
$553K +$21.2K +95 +4%
TIM
1602
Tortoise Investment Management
New York
$552K – – –
MIM
1603
Montgomery Investment Management
Maryland
$550K – – –
BWM
1604
BerganKDV Wealth Management
Minnesota
$548K +$223 +1 +0%
PCH
1605
PGIM Custom Harvest
New Jersey
$547K +$19.6K +88 +4%
BCA
1606
Berman Capital Advisors
Georgia
$546K +$89.5K +402 +19%
MOS
1607
MGO One Seven
Ohio
$544K +$115K +517 +26%
ACM
1608
Ativo Capital Management
Illinois
$543K -$31.2K -140 -5%
SHGA
1609
Sand Hill Global Advisors
California
$542K +$11.8K +53 +2%
BW
1610
Bison Wealth
Georgia
$542K +$31K +139 +6%
VAM
1611
Verity Asset Management
North Carolina
$541K +$1.11K +5 +0.2%
TNB
1612
Thomasville National Bank
Georgia
$536K -$55.9K -251 -9%
NFG
1613
Next Financial Group
Texas
$535K +$43.2K +194 +9%
LWMG
1614
Levy Wealth Management Group
Pennsylvania
$531K +$223 +1 +0%
WA
1615
Wambolt & Associates
Colorado
$531K +$223 +1 +0%
GSIS
1616
Global Strategic Investment Solutions
Arizona
$530K -$589K -2,646 -52%
TC
1617
Trust Company
Kansas
$530K -$117K -527 -18%
CG
1618
CFO4Life Group
Texas
$530K +$1.78K +8 +0.3%
BONH
1619
Bank of New Hampshire
New Hampshire
$530K +$536K +2,408 New
IIA
1620
ICW Investment Advisors
Arizona
$527K +$11.8K +53 +2%
CAG
1621
Crestwood Advisors Group
Massachusetts
$525K -$36.7K -165 -6%
WI
1622
WrapManager Inc
California
$523K -$22.3K -100 -4%
PWPS
1623
Pinnacle Wealth Planning Services
Ohio
$522K +$2.67K +12 +0.5%
EGM
1624
Engineers Gate Manager
New York
$521K -$2.54M -11,388 -83%
SP
1625
Successful Portfolios
Florida
$521K – – –
63 64
65
66 67