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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
1776
Montis Financial
Massachusetts
$542K – – –
IA
1777
IFG Advisory
Georgia
$542K +$101K +449 +24%
TSWM
1778
Triangle Securities Wealth Management
North Carolina
$541K +$119K +530 +30%
FA
1779
Financial Advisors
Massachusetts
$541K – – –
CWP
1780
Capital Wealth Planning
Florida
$539K -$725K -3,215 -59%
CFMC
1781
Curbstone Financial Management Corp
New Hampshire
$538K – – –
TA
1782
TCM Advisors
West Virginia
$538K – – –
HNWAG
1783
High Net Worth Advisory Group
Florida
$537K +$6.76K +30 +1%
ZIM
1784
Zacks Investment Management
Illinois
$537K -$114K -507 -18%
FA
1785
Faithward Advisors
Pennsylvania
$535K +$48K +213 +10%
SP
1786
SIH Partners
Delaware
$534K +$510K +2,261 New
PA
1787
Probity Advisors
Texas
$534K -$32.9K -146 -6%
RMF
1788
Red Mountain Financial
Colorado
$533K +$451 +2 +0.1%
MSS
1789
Mitchell Sinkler & Starr
Pennsylvania
$533K – – –
RMAM
1790
Raab & Moskowitz Asset Management
New Jersey
$532K – – –
HCMG
1791
Howard Capital Management Group
California
$532K +$10.1K +45 +2%
BPFA
1792
Barnes Pettey Financial Advisors
Mississippi
$532K -$9.92K -44 -2%
HIC
1793
Harvey Investment Company
Kentucky
$532K – – –
FA
1794
Fortis Advisors
Pennsylvania
$532K – – –
MJP
1795
Michael J. Puzo
$532K – – –
GLF
1796
Groupe la Francaise
France
$531K +$181K +804 +52%
MMHP
1797
Murphy Middleton Hinkle & Parker
Georgia
$528K – – –
GSWM
1798
Golden State Wealth Management
California
$528K +$84.7K +376 +20%
DBRC
1799
D.B. Root & Company
Pennsylvania
$526K -$135K -598 -21%
PW
1800
PUREfi Wealth
Massachusetts
$524K -$19.6K -87 -4%
70 71
72
73 74