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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
1926
Cromwell Holdings
Wyoming
$400K +$415K +1,770 New
KFI
1927
Key Financial Inc
Pennsylvania
$400K +$3.05K +13 +0.7%
VCM
1928
Vivaldi Capital Management
Illinois
$399K +$11.7K +50 +3%
NRI
1929
NFP Retirement Inc
California
$398K +$3.52K +15 +0.9%
BOSSRA
1930
B.O.S.S. Retirement Advisors
Utah
$398K +$412K +1,759 New
PCA
1931
Pallas Capital Advisors
Massachusetts
$398K +$74.5K +318 +24%
DCBT
1932
Dakota Community Bank & Trust
North Dakota
$398K -$703 -3 -0.2%
APA
1933
Astoria Portfolio Advisors
New York
$396K -$27.4K -117 -6%
FCA
1934
FLC Capital Advisors
California
$396K – – –
AC
1935
ASB Consultores
Florida
$396K -$571K -2,437 -58%
PG
1936
Patten Group
Tennessee
$396K – – –
PWM
1937
PBMares Wealth Management
Virginia
$395K -$23.9K -102 -6%
TWM
1938
Trueblood Wealth Management
Ohio
$395K +$23.2K +99 +6%
MKC
1939
M. Kraus & Co
Vermont
$395K – – –
MFS
1940
Madrona Financial Services
Washington
$393K -$31.2K -133 -7%
WPA
1941
West Paces Advisors
Georgia
$391K -$2.34K -10 -0.6%
CPA
1942
Cardiff Park Advisors
California
$391K +$2.58K +11 +0.6%
CIS
1943
Custom Index Systems
New York
$390K +$404K +1,725 New
CAL
1944
Capital Advisors Ltd
Ohio
$390K +$13.4K +57 +3%
GWM
1945
GSB Wealth Management
Connecticut
$390K – – –
PIM
1946
Plato Investment Management
Australia
$387K -$1.41K -6 -0.3%
CAC
1947
Certified Advisory Corp
Florida
$386K +$4.69K +20 +1%
S
1948
Sachetta
Massachusetts
$386K -$703 -3 -0.2%
TPW
1949
Transatlantique Private Wealth
New York
$385K – – –
ITIM
1950
Indiana Trust & Investment Management
Indiana
$385K +$241K +1,028 +153%
76 77
78
79 80