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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1851
Forza Wealth Management
Florida
$520K – – –
BWM
1852
Birchcreek Wealth Management
Ohio
$519K +$44.3K +180 +9%
SXL
1853
Summit X LLC
Missouri
$516K +$10.8K +44 +2%
SDWIA
1854
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$514K -$69.2K -281 -12%
1WM
1855
1900 Wealth Management
Texas
$514K -$122K -497 -19%
EFG
1856
Embree Financial Group
Illinois
$512K -$25.6K -104 -5%
MAM
1857
McLean Asset Management
Virginia
$511K +$1.23K +5 +0.2%
OAM
1858
Oxford Asset Management
United Kingdom
$511K +$511K +2,076 New
FWTB
1859
First Western Trust Bank
Colorado
$509K -$46.8K -190 -8%
MIM
1860
Morningstar Investment Management
Illinois
$508K – – –
CQS
1861
Credential Qtrade Securities
$503K +$64.5K +262 +15%
CAG
1862
Csenge Advisory Group
Florida
$502K -$7.63K -31 -1%
GA
1863
Greenhaven Associates
New York
$500K – – –
PCP
1864
Proficio Capital Partners
Massachusetts
$497K +$13.8K +56 +3%
PCS
1865
Personal CFO Solutions
New Jersey
$496K +$96.2K +391 +24%
SC
1866
Solstein Capital
California
$494K – – –
TF
1867
Trek Financial
Arizona
$493K +$493K +2,005 New
CLOS
1868
Compagnie Lombard Odier SCmA
Switzerland
$492K – – –
JAFL
1869
Jay A. Fishman Ltd
Michigan
$492K – – –
LFA
1870
LGT Financial Advisors
Texas
$492K – – –
WWP
1871
Waypoint Wealth Partners
California
$492K +$492K +2,000 New
SW
1872
SkyOak Wealth
Michigan
$491K – – –
RP
1873
Riverwater Partners
Wisconsin
$491K +$70.9K +288 +17%
SB
1874
Strategic Blueprint
Georgia
$490K +$41.8K +170 +9%
SIM
1875
SSI Investment Management
California
$489K -$4.43K -18 -0.9%
73 74
75
76 77