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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPAM
2026
Cary Street Partners Asset Management
Virginia
$336K +$6.09K +26 +2%
OCPWS
2027
One Charles Private Wealth Services
Massachusetts
$335K – – –
RIA
2028
Realta Investment Advisors
Delaware
$334K +$5.63K +24 +2%
WAAG
2029
Wealth Alliance Advisory Group
Kansas
$334K -$662K -2,826 -66%
MA
2030
MJP Associates
Connecticut
$333K -$1.41K -6 -0.4%
HFP
2031
Holistic Financial Partners
Indiana
$330K -$119K -509 -26%
AWM
2032
Avaii Wealth Management
Wisconsin
$330K -$2.58K -11 -0.7%
ABLA
2033
Alan B. Lancz & Associates
Ohio
$329K +$341K +1,456 New
CT
2034
ClearAlpha Technologies
Connecticut
$329K +$341K +1,455 New
AFP
2035
Alpha Financial Partners
Kentucky
$329K +$11.7K +50 +4%
ESBC
2036
E.S. Barr & Co
Kentucky
$327K – – –
MIM
2037
Macroview Investment Management
Maryland
$327K +$2.11K +9 +0.6%
PWA
2038
Providence Wealth Advisors
Illinois
$322K – – –
RWM
2039
Reston Wealth Management
Virginia
$322K -$110K -468 -25%
GCM
2040
Gables Capital Management
Florida
$321K – – –
SFA
2041
Souders Financial Advisors
Ohio
$321K +$6.33K +27 +2%
MIC
2042
Meridian Investment Counsel
California
$321K – – –
BAAM
2043
Baker Avenue Asset Management
California
$319K +$82.5K +352 +33%
CP
2044
Castleview Partners
Texas
$319K -$71.7K -306 -18%
CCM
2045
Consolidated Capital Management
California
$319K +$3.28K +14 +1%
CHC
2046
City Holding Co
West Virginia
$319K – – –
GFPC
2047
Global Financial Private Client
Florida
$318K – – –
PAM
2048
Pegasus Asset Management
New York
$317K +$329K +1,402 New
FPWM
2049
FSB Premier Wealth Management
Iowa
$317K – – –
MIM
2050
Montgomery Investment Management
Maryland
$317K – – –
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