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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
476
Venturi Wealth Management
Texas
$895K +$42.5K +496 +5%
MOS
477
MGO One Seven
Ohio
$887K +$176K +2,053 +25%
MFG
478
Merit Financial Group
Georgia
$886K -$108K -1,265 -11%
WANY
479
Wealthspire Advisors (New York)
New York
$885K +$875K +10,212 New
MCM
480
MAI Capital Management
Ohio
$884K +$290K +3,379 +50%
LFS
481
Legacy Financial Strategies
Kansas
$883K – – –
DG
482
DigitalBridge Group
Florida
$875K +$94.2K +1,100 +12%
ISWM
483
Independent Solutions Wealth Management
New York
$873K -$2.91K -34 -0.3%
FAMI
484
Fideuram Asset Management (Ireland)
$873K +$506K +5,906 +494%
XT
485
XTX Topco
Cayman Islands
$869K +$609K +7,104 +243%
EWA
486
EP Wealth Advisors
California
$867K +$143K +1,668 +20%
HAIM
487
Hunter Associates Investment Management
Pennsylvania
$866K +$18.4K +215 +2%
ATC
488
Argent Trust Co
Tennessee
$865K -$2.91K -34 -0.3%
WAP
489
Wealthcare Advisory Partners
Pennsylvania
$861K -$146K -1,699 -15%
APWM
490
Argonautica Private Wealth Management
Massachusetts
$859K +$76.9K +897 +10%
GWM
491
Geneos Wealth Management
Colorado
$853K -$5.74K -67 -0.7%
GM
492
GeoWealth Management
Illinois
$851K -$589K -6,877 -41%
CCC
493
Chesapeake Capital Corp
Florida
$829K +$99.1K +1,157 +14%
V
494
VeraBank
Texas
$823K – – –
FAM
495
Formidable Asset Management
Ohio
$820K -$179K -2,093 -17%
TCWA
496
Turtle Creek Wealth Advisors
Texas
$816K +$28.6K +334 +4%
FMWA
497
Forvis Mazars Wealth Advisors
Missouri
$811K +$5.91K +69 +0.7%
SF
498
Summit Financial
New Jersey
$802K +$1.89K +22 +0.2%
WPW
499
Waldron Private Wealth
Pennsylvania
$796K – – –
HCA
500
Harbour Capital Advisors
Virginia
$793K +$61.7K +720 +9%
18 19
20
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