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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1951
Crawford Investment Counsel
Georgia
$497K -$505K -1,923 -51%
DRD
1952
Dennis R. Delaney
$496K – – –
MHR
1953
Matthew Hamilton Rosenberg
$495K +$45.4K +173 +11%
PCA
1954
Prosperity Capital Advisors
Ohio
$495K +$16K +61 +3%
FFA
1955
Florida Financial Advisors
Florida
$494K +$29.7K +113 +7%
MF
1956
Montis Financial
Massachusetts
$494K +$11.8K +45 +3%
BT
1957
Banque Transatlantique
France
$493K +$15.8K +60 +3%
CWA
1958
CM Wealth Advisors
Ohio
$492K – – –
HNWAG
1959
High Net Worth Advisory Group
Florida
$492K +$17.6K +67 +4%
FG
1960
Foster Group
Iowa
$491K +$35.2K +134 +8%
5NPW
1961
55 North Private Wealth
Florida
$490K +$100K +382 +27%
AI
1962
Arvest Investments
Arkansas
$490K +$263 +1 +0.1%
CRWM
1963
Castle Rock Wealth Management
California
$489K -$2.1K -8 -0.5%
IFS
1964
Intelligent Financial Strategies
Minnesota
$489K – – –
GC
1965
Granville Capital
North Carolina
$489K -$11.3K -43 -2%
SP
1966
Successful Portfolios
Florida
$488K -$14.2K -54 -3%
MAC
1967
Mason & Associates (California)
California
$487K – – –
SF
1968
Symphony Financial
Texas
$486K +$36.5K +139 +8%
TCOK
1969
Trust Company of Kansas
Kansas
$486K +$65.6K +250 +16%
ISWM
1970
Independent Solutions Wealth Management
New York
$486K -$4.99K -19 -1%
IIL
1971
Income Insurance Ltd
$485K – – –
KFI
1972
Key Financial Inc
Pennsylvania
$485K -$9.98K -38 -2%
TCM
1973
Tradewinds Capital Management
Washington
$484K -$19.7K -75 -4%
SWM
1974
Steelhead Wealth Management
Virginia
$481K -$21.8K -83 -4%
RSA
1975
River Street Advisors
Illinois
$479K – – –
77 78
79
80 81