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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
1801
Crescent Grove Advisors
Illinois
$553K +$575K +2,427 New
HPM
1802
Hoxton Planning & Management
West Virginia
$549K -$4.26K -18 -0.7%
SC
1803
Schubert & Co
Texas
$548K +$2.37K +10 +0.4%
CFM
1804
Catalyst Funds Management
Australia
$547K +$379K +1,600 +200%
YIM
1805
Yoffe Investment Management
Pennsylvania
$547K +$568K +2,400 New
TFA
1806
Trinity Financial Advisors
Ohio
$547K +$32.2K +136 +6%
HB
1807
HTLF Bank
Colorado
$546K -$14.2K -60 -2%
SSWG
1808
Seven Springs Wealth Group
Tennessee
$546K – – –
SFMG
1809
Sage Financial Management Group
Virginia
$546K – – –
CFMC
1810
Curbstone Financial Management Corp
New Hampshire
$546K – – –
EFMC
1811
Empire Financial Management Company
New York
$545K – – –
LGA
1812
Lebenthal Global Advisors
New York
$545K +$63K +266 +13%
RIA
1813
Regal Investment Advisors
Michigan
$545K +$109K +461 +24%
TCBWMS
1814
Texas Capital Bank Wealth Management Services
Texas
$545K +$2.37K +10 +0.4%
MFG
1815
MidWestOne Financial Group
Iowa
$545K – – –
CP
1816
Canopy Partners
Ohio
$544K +$11.8K +50 +2%
VCM
1817
Vivaldi Capital Management
Illinois
$543K +$78.4K +331 +18%
TIA
1818
Traphagen Investment Advisors
New Jersey
$543K – – –
RWM
1819
Refined Wealth Management
Utah
$542K +$3.08K +13 +0.6%
JSL
1820
JT Stratford LLC
Georgia
$542K -$137K -578 -20%
IFU
1821
iSAM Funds (UK)
United Kingdom
$541K -$958K -4,045 -63%
B
1822
BetterWealth
California
$541K +$562K +2,372 New
SFWC
1823
Strategic Family Wealth Counselors
New Jersey
$540K +$3.79K +16 +0.7%
HC
1824
Hara Capital
Washington
$539K – – –
TSWM
1825
Triangle Securities Wealth Management
North Carolina
$538K – – –
71 72
73
74 75