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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1801
Financial Advisors
Massachusetts
$564K – – –
KOMWMG
1802
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$562K – – –
GC
1803
Garde Capital
Washington
$562K – – –
AP
1804
Advisors Preferred
Maryland
$562K +$184K +759 +50%
RMF
1805
Red Mountain Financial
Colorado
$561K +$10.9K +45 +2%
DI
1806
DAGCO Inc
Ohio
$560K +$485 +2 +0.1%
CB
1807
Chris Bulman
California
$559K +$14.1K +58 +3%
MAM
1808
Mystic Asset Management
Rhode Island
$558K – – –
TFA
1809
Trinity Financial Advisors
Ohio
$557K +$242 +1 +0%
SAG
1810
SageView Advisory Group
California
$557K -$414K -1,709 -43%
VAS
1811
Vestmark Advisory Solutions
Massachusetts
$556K +$105K +434 +24%
HIC
1812
Harvey Investment Company
Kentucky
$555K – – –
SFS
1813
Stiles Financial Services
Minnesota
$555K +$10.2K +42 +2%
HCM
1814
Hengehold Capital Management
Ohio
$554K – – –
MMHP
1815
Murphy Middleton Hinkle & Parker
Georgia
$551K +$10.2K +42 +2%
BWM
1816
Bullock Wealth Management
Indiana
$548K +$37.3K +154 +7%
V
1817
VeraBank
Texas
$547K -$2.67K -11 -0.5%
CWM
1818
CarsonAllaria Wealth Management
Illinois
$545K -$32.7K -135 -6%
CFG
1819
Cooper Financial Group
California
$545K -$4.12K -17 -0.8%
JAFL
1820
Jay A. Fishman Ltd
Michigan
$545K – – –
GWM
1821
GDS Wealth Management
Texas
$544K -$39.3K -162 -7%
BONH
1822
Bank of New Hampshire
New Hampshire
$544K – – –
LWM
1823
LJI Wealth Management
Indiana
$543K +$16.5K +68 +3%
SPWM
1824
Schrum Private Wealth Management
Florida
$542K +$97K +400 +22%
AIP
1825
Almanack Investment Partners
Pennsylvania
$540K -$5.33K -22 -1%
71 72
73
74 75