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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
1951
Smith & Howard Wealth Management
Georgia
$249K – – –
AWE
1952
Avidian Wealth Enterprises
Texas
$249K +$20.3K +91 +9%
Q
1953
QVR
California
$249K +$156K +702 +164%
OPOWM
1954
One Plus One Wealth Management
Florida
$247K – – –
CA
1955
Cortland Associates
Missouri
$247K +$445 +2 +0.2%
LWA
1956
Lineweaver Wealth Advisors
Ohio
$247K +$13.1K +59 +6%
SPWG
1957
Sage Private Wealth Group
Illinois
$246K +$2.9K +13 +1%
SFP
1958
Sterling Financial Planning
New Jersey
$245K -$223 -1 -0.1%
WPA
1959
West Paces Advisors
Georgia
$244K -$3.56K -16 -1%
TA
1960
Trellis Advisors
Washington
$243K -$16.5K -74 -6%
NIA
1961
Northstar Investment Advisors
Colorado
$243K -$12.2K -55 -5%
ANB
1962
Amarillo National Bank
Texas
$243K – – –
FAM
1963
Flaharty Asset Management
Florida
$243K +$246K +1,105 New
ML
1964
McAdam LLC
Pennsylvania
$242K -$21.2K -95 -8%
FSC
1965
Full Sail Capital
Oklahoma
$242K -$6.9K -31 -3%
OC
1966
Oarsman Capital
Wisconsin
$242K – – –
PWA
1967
Providence Wealth Advisors
Illinois
$242K – – –
SWMG
1968
Sanchez Wealth Management Group
Florida
$242K – – –
AWM
1969
Act Wealth Management
Texas
$241K – – –
TPWA
1970
TRUE Private Wealth Advisors
Oregon
$240K +$242K +1,087 New
NAM
1971
NTV Asset Management
West Virginia
$239K – – –
WMP
1972
Wealth Management Partners
Arizona
$239K – – –
TFCP
1973
Twin Focus Capital Partners
Massachusetts
$239K +$16.3K +73 +7%
BS
1974
Banco Santander
Spain
$238K -$782K -3,512 -76%
TF
1975
Trek Financial
Arizona
$238K +$241K +1,083 New
77 78
79
80 81