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Union Pacific
UNP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
2301
Planning Capital Management Corporation
Pennsylvania
$232K +$15K +62 +7%
MWPCG
2302
Measured Wealth Private Client Group
New Hampshire
$230K -$97.5K -402 -30%
FWI
2303
Facet Wealth Inc
Maryland
$230K +$240K +988 New
BTWM
2304
Brass Tax Wealth Management
Ohio
$229K +$226K +930 New
DC
2305
Darrow Company
Massachusetts
$229K +$225K +929 New
LF
2306
Lantz Financial
Illinois
$228K +$225K +927 New
UWPG
2307
Ullmann Wealth Partners Group
Florida
$228K – – –
CHA
2308
Cooper/Haims Advisors
New York
$228K – – –
KFA
2309
Kapstone Financial Advisors
Ohio
$227K – – –
AHL
2310
Abel Hall LLC
Louisiana
$227K +$223K +921 New
PEA
2311
Park Edge Advisors
Ohio
$227K -$242 -1 -0.1%
NRC
2312
New Republic Capital
North Carolina
$227K -$86.6K -357 -28%
SVWG
2313
Shared Vision Wealth Group
United States
$227K +$1.21K +5 +0.5%
GI
2314
GAMCO Investors
Connecticut
$227K -$17K -70 -7%
BA
2315
Ballast Advisors
Minnesota
$227K – – –
CWM
2316
Chemistry Wealth Management
New York
$227K +$223K +919 New
DA
2317
Drake & Associates
Wisconsin
$227K +$223K +919 New
TW
2318
Transform Wealth
Colorado
$226K – – –
HA
2319
Hofer & Associates
California
$226K – – –
DA
2320
Dillon & Associates
Michigan
$225K +$3.88K +16 +2%
PCH
2321
PGIM Custom Harvest
New Jersey
$224K -$485 -2 -0.2%
BMC
2322
Benin Management Corp
Connecticut
$224K +$220K +907 New
MCM
2323
Monument Capital Management
Virginia
$223K -$14.5K -60 -6%
WC
2324
Wynn Capital
Georgia
$222K – – –
SWG
2325
Summit Wealth Group
Vermont
$222K – – –
91 92
93
94 95