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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1951
Forza Wealth Management
Florida
$437K -$47.3K -200 -9%
PIA
1952
Perennial Investment Advisors
California
$436K -$164K -694 -27%
AP
1953
Advisors Preferred
Maryland
$434K -$93.5K -395 -17%
WA
1954
Waddell & Associates
Tennessee
$433K – – –
AFC
1955
AFT Forsyth & Company
Florida
$432K – – –
HBWM
1956
Hollow Brook Wealth Management
New York
$432K – – –
MAM
1957
Marotta Asset Management
Virginia
$432K – – –
FA
1958
Faithward Advisors
Pennsylvania
$429K +$95.2K +402 +27%
RP
1959
Riverwater Partners
Wisconsin
$429K -$9.47K -40 -2%
TA
1960
Townsend & Associates
Colorado
$428K -$94.7K -400 -18%
WP
1961
Westmount Partners
California
$428K -$710 -3 -0.2%
SF
1962
Symphony Financial
Texas
$428K -$94.7K -400 -18%
DAM
1963
Delta Asset Management
Tennessee
$427K – – –
MSFS
1964
Main Street Financial Solutions
Pennsylvania
$425K -$297K -1,254 -40%
S
1965
Sachetta
Massachusetts
$425K -$2.6K -11 -0.6%
AF
1966
Affiance Financial
Minnesota
$425K – – –
SP
1967
Successful Portfolios
Florida
$425K – – –
PP
1968
Pacifica Partners
Canada
$425K +$3.55K +15 +0.8%
SIC
1969
Samalin Investment Counsel
New York
$424K +$947 +4 +0.2%
ISWM
1970
Independent Solutions Wealth Management
New York
$422K -$16.8K -71 -4%
FA
1971
Fortis Advisors
Pennsylvania
$422K – – –
MFG
1972
Midwest Financial Group
Kansas
$422K +$1.89K +8 +0.4%
WFI
1973
West Family Investments
California
$421K -$5.21K -22 -1%
KFI
1974
Key Financial Inc
Pennsylvania
$421K +$15.2K +64 +4%
CAC
1975
Certified Advisory Corp
Florida
$420K +$19.6K +83 +5%
77 78
79
80 81