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Union Pacific

Name Holding Trade Value Shares
Change
Change in
Stake
KA
1951
Klingman & Associates
New York
$408K -$19.2K -85 -5%
GWM
1952
GSB Wealth Management
Connecticut
$407K +$2.03K +9 +0.5%
BW
1953
Blalock Williams
Alabama
$405K +$90.6K +402 +31%
FG
1954
Foster Group
Iowa
$405K -$7.66K -34 -2%
KA
1955
Kovack Advisors
Florida
$404K -$46.4K -206 -11%
EWA
1956
Encompass Wealth Advisors
Oregon
$404K – – –
LOIP
1957
Live Oak Investment Partners
Texas
$403K – – –
OWA
1958
Outlook Wealth Advisors
Texas
$402K +$383K +1,700 New
ITIM
1959
Indiana Trust & Investment Management
Indiana
$402K – – –
PAM
1960
PCG Asset Management
New Jersey
$402K – – –
TPW
1961
Transatlantique Private Wealth
New York
$402K – – –
SW
1962
SteelPeak Wealth
California
$400K -$134K -593 -26%
PCA
1963
Pallas Capital Advisors
Massachusetts
$400K +$105K +468 +38%
LOPW
1964
Live Oak Private Wealth
North Carolina
$399K – – –
CPA
1965
Cardiff Park Advisors
California
$398K – – –
BIA
1966
Beacon Investment Advisors
Maryland
$397K +$451 +2 +0.1%
RG
1967
Renaissance Group
Kentucky
$396K -$27.5K -122 -7%
CAM
1968
Congress Asset Management
Massachusetts
$394K -$1.35K -6 -0.4%
JC
1969
JB Capital
Connecticut
$392K -$6.08K -27 -2%
CG
1970
Curat Global
New Hampshire
$392K – – –
OL
1971
OneFund LLC
Florida
$392K +$13.5K +60 +4%
NAM
1972
NTV Asset Management
West Virginia
$392K +$6.08K +27 +2%
PWPS
1973
Pinnacle Wealth Planning Services
Ohio
$392K -$132K -586 -26%
CAM
1974
Covenant Asset Management
New Jersey
$391K – – –
CAI
1975
Capital Advisors Inc
Oklahoma
$391K +$1.35K +6 +0.4%