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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
1951
Convergence Investment Partners
Florida
$306K -$4.32K -19 -1%
PWA
1952
Providence Wealth Advisors
Illinois
$306K +$89.6K +394 +37%
FW
1953
FirstPurpose Wealth
Utah
$304K +$1.36K +6 +0.4%
MTC
1954
McDaniel Terry & Co
Texas
$303K +$323K +1,420 New
ZIM
1955
Zacks Investment Management
Illinois
$302K -$123K -539 -28%
SWK
1956
Stephen W. Kidder
$302K – – –
CCA
1957
Cobblestone Capital Advisors
New York
$302K +$3.41K +15 +1%
MWPCG
1958
Measured Wealth Private Client Group
New Hampshire
$302K +$6.83K +30 +2%
PIFP
1959
Partners in Financial Planning
Virginia
$301K – – –
APA
1960
Astoria Portfolio Advisors
New York
$301K +$10.5K +46 +3%
SSG
1961
Summit Securities Group
New York
$301K +$194K +851 +152%
GFPC
1962
Global Financial Private Client
Florida
$300K +$127K +558 +67%
SAM
1963
Secure Asset Management
Michigan
$300K -$2.73K -12 -0.8%
PCG
1964
Private Capital Group
Connecticut
$300K +$3.41K +15 +1%
MA
1965
Maxele Advisors
Missouri
$300K – – –
SAA
1966
Southeast Asset Advisors
Georgia
$299K +$12.5K +55 +4%
QFA
1967
Quantum Financial Advisors
California
$299K +$289K +1,270 New
BA
1968
Bluesphere Advisors
Pennsylvania
$298K – – –
FOA
1969
Five Oceans Advisors
California
$296K -$11.1K -49 -3%
NQWM
1970
Northwest Quadrant Wealth Management
Oregon
$295K -$39.1K -172 -11%
WIC
1971
Woodmont Investment Counsel
Tennessee
$295K – – –
GKWIM
1972
Gerber Kawasaki Wealth & Investment Management
California
$295K +$17.5K +77 +6%
FIA
1973
Foundations Investment Advisors
Arizona
$294K +$319K +1,401 New
AIM
1974
AMI Investment Management
Indiana
$293K – – –
CBFP
1975
Cedar Brook Financial Partners
Ohio
$292K +$41.6K +183 +15%
77 78
79
80 81