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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
2026
Smith & Howard Wealth Management
Georgia
$290K +$4.74K +20 +2%
PCS
2027
Personal CFO Solutions
New Jersey
$290K +$31K +131 +13%
CPP
2028
Capasso Planning Partners
South Carolina
$288K +$271K +1,143 New
GWM
2029
GSB Wealth Management
Connecticut
$288K +$271K +1,144 New
CCM
2030
Chilton Capital Management
Texas
$287K +$270K +1,138 New
LWM
2031
Liberty Wealth Management
California
$286K -$45K -190 -14%
WCM
2032
Windsor Capital Management
Arizona
$286K – – –
GC
2033
Gilbert & Cook
Iowa
$286K +$269K +1,134 New
IFA
2034
Index Fund Advisors
California
$286K +$269K +1,137 New
BA
2035
Bellwether Advisors
Nebraska
$285K – – –
LCC
2036
Lincoln Capital Corp
Rhode Island
$285K +$17.8K +75 +7%
TGAM
2037
TBH Global Asset Management
Tennessee
$285K +$268K +1,133 New
DTL
2038
Dynamic Technology Lab
Singapore
$284K -$662K -2,796 -71%
AG
2039
AlphaSimPlex Group
Massachusetts
$284K -$106K -447 -28%
ANB
2040
Amarillo National Bank
Texas
$284K +$4.5K +19 +2%
ME
2041
McIlrath & Eck
Washington
$284K +$25.1K +106 +10%
RAM
2042
Redmond Asset Management
Virginia
$284K +$267K +1,128 New
CA
2043
Cortland Associates
Missouri
$283K – – –
ML
2044
McAdam LLC
Pennsylvania
$283K – – –
OPOWM
2045
One Plus One Wealth Management
Florida
$283K – – –
WCM
2046
WealthBridge Capital Management
Ohio
$283K – – –
FMN
2047
Financial Management Network
California
$281K -$29.6K -125 -10%
TA
2048
Trellis Advisors
Washington
$278K +$474 +2 +0.2%
FAG
2049
Fortitude Advisory Group
Washington
$278K +$261K +1,102 New
SWMG
2050
Sanchez Wealth Management Group
Florida
$277K – – –
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