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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
1901
Delta Investment Management
California
$230K +$221K +1,108 New
OC
1902
Oarsman Capital
Wisconsin
$229K – – –
SWMG
1903
Sanchez Wealth Management Group
Florida
$229K – – –
VWM
1904
Vigilare Wealth Management
Arizona
$229K – – –
AWM
1905
Act Wealth Management
Texas
$229K +$219K +1,098 New
PPG
1906
Peak Planning Group
Colorado
$229K +$999 +5 +0.5%
RSWM
1907
Robertson Stephens Wealth Management
California
$228K +$219K +1,095 New
BONST
1908
Bank of Nova Scotia Trust
Ontario, Canada
$227K -$15.6K -78 -7%
TF
1909
TRH Financial
Iowa
$227K +$200 +1 +0.1%
FSC
1910
Full Sail Capital
Oklahoma
$227K +$226K +1,132 New
NAM
1911
NTV Asset Management
West Virginia
$226K -$49.9K -250 -19%
TI
1912
Truepoint Inc
Ohio
$225K +$216K +1,080 New
SFO
1913
Stokes Family Office
Louisiana
$224K +$1.2K +6 +0.6%
NCM
1914
Novare Capital Management
North Carolina
$224K +$215K +1,075 New
PGAM
1915
Princeton Global Asset Management
New Jersey
$223K +$79.9K +400 +60%
PWA
1916
Providence Wealth Advisors
Illinois
$222K – – –
LWM
1917
Liberty Wealth Management
California
$222K +$24.4K +122 +12%
ARMC
1918
American Research & Management Company
Massachusetts
$222K +$138K +689 +182%
TIA
1919
Traphagen Investment Advisors
New Jersey
$222K +$399 +2 +0.2%
V
1920
VeraBank
Texas
$221K – – –
MA
1921
MCF Advisors
Kentucky
$220K -$3.6K -18 -2%
JWA
1922
JFS Wealth Advisors
Pennsylvania
$220K +$9.39K +47 +5%
MSR
1923
Main Street Research
Connecticut
$220K +$211K +1,058 New
CCA
1924
Cobblestone Capital Advisors
New York
$219K +$210K +1,051 New
AL
1925
ADE LLC
Maryland
$219K +$210K +1,052 New
75 76
77
78 79