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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
2301
Oxbow Advisors
Texas
$209K – – –
UWPG
2302
Ullmann Wealth Partners Group
Florida
$209K +$5.16K +22 +2%
MFA
2303
McClarren Financial Advisors
Pennsylvania
$209K -$164K -698 -76%
CHA
2304
Cooper/Haims Advisors
New York
$209K -$4.69K -20 -2%
EFM
2305
E Fund Management
China
$209K – – –
PEA
2306
Park Edge Advisors
Ohio
$208K – – –
IWP
2307
Invenio Wealth Partners
Florida
$208K -$469 -2 -0.2%
OCM
2308
One Capital Management
California
$208K +$216K +921 New
BA
2309
Ballast Advisors
Minnesota
$208K -$234 -1 -0.1%
TW
2310
Transform Wealth
Colorado
$207K -$1.17K -5 -0.5%
BL
2311
Balentine LLC
Georgia
$207K -$2.05M -8,743 -91%
FDS
2312
Freedom Day Solutions
Texas
$207K – – –
SVWG
2313
Shared Vision Wealth Group
United States
$207K +$214K +915 New
HA
2314
Hofer & Associates
California
$207K +$234 +1 +0.1%
USWIA
2315
UP Strategic Wealth Investment Advisors
Pennsylvania
$206K – – –
PCH
2316
PGIM Custom Harvest
New Jersey
$206K +$213K +909 New
TWP
2317
Triad Wealth Partners
Kansas
$205K +$213K +907 New
MWM
2318
MBE Wealth Management
Wisconsin
$205K +$5.63K +24 +3%
JSAM
2319
J. Safra Asset Management
New York
$205K +$38.9K +166 +22%
PPG
2320
Peak Planning Group
Colorado
$204K +$211K +901 New
WC
2321
Wynn Capital
Georgia
$204K +$2.81K +12 +1%
HCA
2322
Hyperion Capital Advisors
New York
$204K – – –
JE
2323
JMAC Enterprises
Pennsylvania
$204K – – –
KA
2324
Kearns & Associates
California
$204K – – –
3IP
2325
3Chopt Investment Partners
Virginia
$203K +$210K +898 New
91 92
93
94 95