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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
FCCM
576
First City Capital Management
Georgia
$495K – – –
AW
577
Alchemi Wealth
Connecticut
$492K +$2.06K +24 +0.4%
SCM
578
Sterling Capital Management
North Carolina
$491K -$390K -4,555 -45%
MQWP
579
Morey & Quinn Wealth Partners
Nebraska
$491K – – –
IA
580
IFP Advisors
Florida
$487K -$138K -1,616 -22%
MWM
581
Meridian Wealth Management
Kentucky
$487K – – –
TAFW
582
Tred Avon Family Wealth
Maryland
$480K – – –
WIA
583
World Investment Advisors
California
$476K -$200K -2,332 -28%
FWIA
584
Fort Washington Investment Advisors
Ohio
$475K – – –
AWM
585
Ariadne Wealth Management
California
$474K – – –
IWA
586
Icon Wealth Advisors
Texas
$470K +$193K +2,248 +71%
HWMO
587
Heritage Wealth Management (Ohio)
Ohio
$470K +$6.08K +71 +1%
LSA
588
Leonteq Securities AG
Switzerland
$465K -$16.5K -192 -3%
FNA
589
First National Advisers
Nebraska
$462K +$456K +5,327 New
VIP
590
Vista Investment Partners
Oklahoma
$460K +$6.86K +80 +2%
4WM
591
49 Wealth Management
Texas
$456K +$450K +5,257 New
A
592
Alongside
Texas
$456K +$450K +5,257 New
WAM
593
Walker Asset Management
Missouri
$452K – – –
KP
594
Keel Point
Alabama
$451K +$47.8K +558 +12%
CG
595
Caprock Group
Idaho
$447K +$15.3K +178 +4%
KF
596
Krilogy Financial
Missouri
$444K +$9.43K +110 +2%
PP
597
PDS Planning
Ohio
$441K +$23.8K +278 +6%
FHC
598
First Horizon Corporation
Tennessee
$439K – – –
CNBTD
599
Citizens National Bank Trust Department
Mississippi
$437K – – –
SIG
600
Sargent Investment Group
Maryland
$434K +$257 +3 +0.1%
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