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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
2026
Indiana Trust & Investment Management
Indiana
$388K – – –
TPW
2027
Transatlantique Private Wealth
New York
$388K – – –
EMB
2028
Elefante Mark B
$388K +$402K +1,700 New
HFP
2029
Holistic Financial Partners
Indiana
$387K +$26.8K +113 +7%
LOIP
2030
Live Oak Investment Partners
Texas
$387K – – –
LWM
2031
Liberty Wealth Management
California
$387K +$11.1K +47 +3%
KA
2032
Kovack Advisors
Florida
$386K +$75.3K +318 +23%
HBT
2033
Heartland Bank & Trust
Illinois
$385K +$8.76K +37 +2%
CSPIA
2034
Cary Street Partners Investment Advisory
Virginia
$384K -$2.91M -12,281 -88%
LOPW
2035
Live Oak Private Wealth
North Carolina
$384K – – –
AWA
2036
Acorn Wealth Advisors
Michigan
$384K +$2.6K +11 +0.7%
CPA
2037
Cardiff Park Advisors
California
$384K – – –
BIA
2038
Beacon Investment Advisors
Maryland
$383K +$237 +1 +0.1%
AFP
2039
Alpha Financial Partners
Kentucky
$383K +$397K +1,678 New
SDAM
2040
Shulman DeMeo Asset Management
New York
$382K -$65.3K -276 -14%
PSC
2041
Prentiss Smith & Co
Vermont
$382K – – –
PWP
2042
Phillips Wealth Planners
Mississippi
$382K -$237 -1 -0.1%
CRWM
2043
Castle Rock Wealth Management
California
$381K -$19.6K -83 -5%
RCG
2044
Regatta Capital Group
California
$381K +$10.9K +46 +3%
WC
2045
Woodstock Corp
Massachusetts
$381K – – –
API
2046
Asset Planning Inc
California
$381K +$395K +1,670 New
WPA
2047
West Paces Advisors
Georgia
$381K -$3.31K -14 -0.8%
PCA
2048
Pallas Capital Advisors
Massachusetts
$379K -$91.9K -388 -19%
BAM
2049
Blueshift Asset Management
New Jersey
$379K +$110K +466 +39%
CAM
2050
Covenant Asset Management
New Jersey
$377K – – –
80 81
82
83 84