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Union Pacific

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1951
Sterling Financial Planning
New Jersey
$246K -$12.4K -59 -5%
CHA
1952
Cooper/Haims Advisors
New York
$246K +$235K +1,118 New
SPWG
1953
Sage Private Wealth Group
Illinois
$244K -$7.14K -34 -3%
NCM
1954
Novare Capital Management
North Carolina
$244K +$7.14K +34 +3%
SWP
1955
Strategic Wealth Partners
Ohio
$243K -$12.8K -61 -5%
ANB
1956
Amarillo National Bank
Texas
$243K
OC
1957
Oarsman Capital
Wisconsin
$243K
SWMG
1958
Sanchez Wealth Management Group
Florida
$243K
AWM
1959
Act Wealth Management
Texas
$242K
SFO
1960
Stokes Family Office
Louisiana
$242K +$4.62K +22 +2%
TF
1961
TRH Financial
Iowa
$241K +$210 +1 +0.1%
LOAME
1962
Lombard Odier Asset Management (Europe)
United Kingdom
$241K +$230K +1,095 New
GSWM
1963
Golden State Wealth Management
California
$240K -$325K -1,547 -59%
WMP
1964
Wealth Management Partners
Arizona
$240K
NAM
1965
NTV Asset Management
West Virginia
$239K
KM
1966
Kalos Management
Georgia
$239K +$223K +1,061 New
CL
1967
CPWM LLC
Washington
$238K -$36.3K -173 -14%
TI
1968
Truepoint Inc
Ohio
$238K
JWA
1969
JFS Wealth Advisors
Pennsylvania
$238K +$5.04K +24 +2%
JFA
1970
JNBA Financial Advisors
Minnesota
$238K +$9.66K +46 +4%
BONST
1971
Bank of Nova Scotia Trust
Ontario, Canada
$237K -$2.94K -14 -1%
PWA
1972
Providence Wealth Advisors
Illinois
$237K
GI
1973
GAMCO Investors
Connecticut
$237K +$14.5K +69 +7%
PGAM
1974
Princeton Global Asset Management
New Jersey
$236K
FSA
1975
Franklin Street Advisors
North Carolina
$236K +$7.77K +37 +4%