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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
1701
Independent Solutions Wealth Management
New York
$512K -$798K -3,664 -59%
SHGA
1702
Sand Hill Global Advisors
California
$510K +$3.7K +17 +0.7%
HPM
1703
Hoxton Planning & Management
West Virginia
$510K -$13.1K -60 -2%
CSWG
1704
Cardinal Strategic Wealth Guidance
Kentucky
$507K -$39.4K -181 -7%
RWS
1705
Resolute Wealth Strategies
Mississippi
$506K -$18.7K -86 -3%
SMWM
1706
Silvia McColl Wealth Management
California
$505K – – –
MFA
1707
Mayflower Financial Advisors
Massachusetts
$504K +$18.5K +85 +4%
TL
1708
Tradewinds LLC
North Carolina
$503K +$871 +4 +0.2%
WPC
1709
Wedmont Private Capital
Pennsylvania
$501K +$61.9K +284 +13%
CCM
1710
Carlson Capital Management
Minnesota
$500K -$3.92K -18 -0.7%
OWA
1711
Opal Wealth Advisors
New York
$500K +$134K +617 +34%
EWS
1712
Evergreen Wealth Solutions
Pennsylvania
$499K -$10.7K -49 -2%
WAM
1713
WFA Asset Management
Wisconsin
$497K +$3.27K +15 +0.6%
LWMG
1714
Levy Wealth Management Group
Pennsylvania
$494K – – –
1WM
1715
1900 Wealth Management
Texas
$493K -$25.9K -119 -5%
OPPS
1716
Obsidian Personal Planning Solutions
Maryland
$492K +$9.8K +45 +2%
WP
1717
WealthSource Partners
California
$491K -$39.4K -181 -7%
EL
1718
Essex LLC
Illinois
$490K -$23.3K -107 -4%
EWM
1719
EPG Wealth Management
Georgia
$490K +$53.1K +244 +11%
MIM
1720
Montgomery Investment Management
Maryland
$489K – – –
JHCP
1721
Jackson Hole Capital Partners
Oklahoma
$488K – – –
SSWG
1722
Seven Springs Wealth Group
Tennessee
$488K – – –
EFMC
1723
Empire Financial Management Company
New York
$487K – – –
SC
1724
Schubert & Co
Texas
$486K -$1.09K -5 -0.2%
IFA
1725
Index Fund Advisors
California
$486K +$261K +1,200 +101%
67 68
69
70 71