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Union Pacific

Name Holding Trade Value Shares
Change
Change in
Stake
CSWG
1951
Cardinal Strategic Wealth Guidance
Kentucky
$397K -$18.9K -85 -5%
OIS
1952
Okabena Investment Services
Minnesota
$396K – – –
CA
1953
Calton & Associates
Florida
$396K +$382K +1,721 New
CCM
1954
Carderock Capital Management
Maryland
$396K – – –
WBC
1955
West Branch Capital
Massachusetts
$396K -$422K -1,899 -52%
BFC
1956
Bedel Financial Consulting
Indiana
$394K – – –
GWM
1957
GSB Wealth Management
Connecticut
$394K -$9.55K -43 -2%
EWA
1958
Encompass Wealth Advisors
Oregon
$393K +$444 +2 +0.1%
DWM
1959
David Wealth Management
Virginia
$393K – – –
LOIP
1960
Live Oak Investment Partners
Texas
$392K -$3.33K -15 -0.9%
LWM
1961
Liberty Wealth Management
California
$391K +$666 +3 +0.2%
PAM
1962
PCG Asset Management
New Jersey
$391K -$5.55K -25 -1%
ITIM
1963
Indiana Trust & Investment Management
Indiana
$391K – – –
TPW
1964
Transatlantique Private Wealth
New York
$391K – – –
HBWM
1965
Hollow Brook Wealth Management
New York
$391K +$4.22K +19 +1%
SAM
1966
Strategy Asset Managers
California
$390K +$21.1K +95 +6%
WWM
1967
Whalen Wealth Management
Nevada
$389K -$419K -1,889 -53%
HWM
1968
Hohimer Wealth Management
Washington
$389K – – –
CIM
1969
Cambria Investment Management
California
$389K +$375K +1,691 New
BIA
1970
Beacon Investment Advisors
Maryland
$389K – – –
RCG
1971
Regatta Capital Group
California
$389K +$3.77K +17 +1%
ISWM
1972
Independent Solutions Wealth Management
New York
$388K -$14.7K -66 -4%
JC
1973
JB Capital
Connecticut
$388K +$1.33K +6 +0.4%
LOPW
1974
Live Oak Private Wealth
North Carolina
$388K – – –
GWM
1975
Gibbs Wealth Management
Georgia
$388K +$63.5K +286 +20%