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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
501
AllSquare Wealth Management
New York
$38K – – –
CHA
502
Carmichael Hill & Associates
Maryland
$38K – – –
GWSG
503
GPS Wealth Strategies Group
Colorado
$38K – – –
JFGIW
504
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37K – – –
SBL
505
Sargent Bickham Lagudis
Colorado
$36K – – –
CHC
506
City Holding Co
West Virginia
$31K – – –
KPCM
507
Kings Point Capital Management
New York
$31K – – –
SWM
508
Spire Wealth Management
Virginia
$30K -$40.3K -520 -57%
CFN
509
Cordasco Financial Network
Florida
$29K +$29.1K +375 New
GEA
510
Glen Eagle Advisors
New Jersey
$28.8K – – –
CI
511
CX Institutional
Indiana
$28K – – –
OAJ
512
Ogorek Anthony Joseph
New York
$28K – – –
PP
513
Pacifica Partners
Canada
$26K +$2.87K +37 +12%
ETC
514
Exchange Traded Concepts
Oklahoma
$26K +$26.7K +344 New
NFSG
515
Newbridge Financial Services Group
Florida
$25K +$78 +1 +0.3%
GWS
516
Glassman Wealth Services
Virginia
$25K +$155 +2 +0.6%
IUHSA
517
Itau Unibanco Holding S.A.
Brazil
$23K +$23.5K +303 New
CWC
518
Carolinas Wealth Consulting
North Carolina
$22K – – –
PCTC
519
Perkins Coie Trust Company
Washington
$20K -$3.1K -40 -13%
TFIPS
520
Towarzystwo Funduszy Inwestycyjnych PZU SA
$19.2K – – –
AFS
521
Annapolis Financial Services
Maryland
$19K – – –
CCM
522
Covington Capital Management
California
$19K – – –
FBT
523
First Bank & Trust
South Dakota
$19K – – –
GI
524
Gradient Investments
Minnesota
$19K – – –
TFS
525
TrustCore Financial Services
Tennessee
$19K – – –
19 20
21
22 23