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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
551
Davenport & Co
Virginia
$588K +$74K +864 +15%
PCM
552
Princeton Capital Management
New Jersey
$583K -$129K -1,500 -18%
LFA
553
Legacy Financial Advisors
Kentucky
$580K -$18.1K -211 -3%
CIS
554
Continental Investors Services
Washington
$575K – – –
MIF
555
Mediolanum International Funds
Ireland
$572K +$564K +6,583 New
RWM
556
Ritholtz Wealth Management
New York
$567K +$7.2K +84 +1%
SHFA
557
SS&H Financial Advisors
Michigan
$562K +$556K +6,489 New
AUB
558
Atlantic Union Bankshares
Virginia
$560K -$47.6K -555 -8%
BA
559
Ballast Advisors
Minnesota
$558K -$18.8K -219 -3%
IWM
560
IHT Wealth Management
Illinois
$557K -$60.8K -710 -10%
MGP
561
Metis Global Partners
California
$552K -$1.28M -14,966 -70%
WHC
562
Wulff, Hansen & Co
California
$551K -$58.3K -680 -10%
ASN
563
Advisory Services Network
Georgia
$550K +$15.3K +178 +3%
CIS
564
Custom Index Systems
New York
$549K -$35.5K -414 -6%
SVWAG
565
Sound View Wealth Advisors Group
Georgia
$544K -$11.5K -134 -2%
MFG
566
Midwest Financial Group
Kansas
$544K – – –
SI
567
Stephens Inc
Arkansas
$543K -$160K -1,865 -23%
DWM
568
Dakota Wealth Management
Florida
$540K – – –
WA
569
Wealth Alliance
New York
$538K -$857 -10 -0.2%
WS
570
Wedbush Securities
California
$536K -$4.63K -54 -0.9%
SWK
571
Stephen W. Kidder
$535K +$160K +1,870 +43%
HIIFS
572
Harel Insurance Investments & Financial Services
Israel
$531K -$204K -2,383 -28%
SS
573
Sound Stewardship
Kansas
$526K -$19.3K -225 -4%
SAM
574
Summit Asset Management
Tennessee
$520K – – –
BG
575
Bahl & Gaynor
Ohio
$520K – – –
21 22
23
24 25