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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
401
AllSquare Wealth Management
New York
$18K – – –
GWM
402
Geneos Wealth Management
Colorado
$18K – – –
WTC
403
WhitTier Trust Company
Nevada
$18K – – –
IWM
404
IHT Wealth Management
Illinois
$17K -$11.7K -335 -42%
SBL
405
Sargent Bickham Lagudis
Colorado
$17K – – –
KPCM
406
Kings Point Capital Management
New York
$15K – – –
LIA
407
LS Investment Advisors
Michigan
$15K – – –
TWMP
408
Taylor Wealth Management Partners
Massachusetts
$14K – – –
CPIG
409
Chicago Partners Investment Group
Illinois
$13K -$8.36K -240 -40%
GBT
410
Grove Bank & Trust
Florida
$12K – – –
WIM
411
Westside Investment Management
California
$10.1K – – –
FANJ
412
Financial Architects (New Jersey)
New Jersey
$9K – – –
JCM
413
Jacobi Capital Management
Pennsylvania
$9K – – –
WA
414
Winfield Associates
Ohio
$9K – – –
TFS
415
TrustCore Financial Services
Tennessee
$9K +$8.54K +245 New
CCM
416
Covington Capital Management
California
$9K +$8.71K +250 New
ASN
417
Advisory Services Network
Georgia
$8K +$2.27K +65 +39%
M
418
MOTCO
Texas
$8K +$7.32K +210 New
SP
419
SWS Partners
Ohio
$7K +$6.27K +180 New
GFP
420
Gryphon Financial Partners
Ohio
$7K +$7.14K +205 New
FPFS
421
First Personal Financial Services
North Carolina
$6K – – –
GWS
422
Glassman Wealth Services
Virginia
$6K +$5.75K +165 New
CB
423
CNB Bank
Pennsylvania
$6K +$6.1K +175 New
PWM
424
Perigon Wealth Management
California
$5K – – –
KJWM
425
Kiley Juergens Wealth Management
Washington
$5K +$5.23K +150 New
15 16
17
18 19