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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
601
Triangle Securities Wealth Management
North Carolina
$285K -$50.7K -700 -15%
LOAMS
602
Lombard Odier Asset Management (Switzerland)
Switzerland
$285K +$298K +4,111 New
WGAM
603
Wilkinson Global Asset Management
New York
$282K – – –
FCBT
604
First Citizens Bank & Trust
North Carolina
$282K +$292K +4,037 New
AWM
605
Angeles Wealth Management
California
$280K -$3.19K -44 -1%
PCM
606
Poehling Capital Management
Wisconsin
$279K – – –
HC
607
Henshaw Capital
Massachusetts
$278K – – –
AWM
608
Avior Wealth Management
Nebraska
$277K – – –
WCM
609
Wunderlich Capital Managemnt
Tennessee
$276K – – –
EWM
610
Empirical Wealth Management
Washington
$275K -$15.4K -212 -5%
AL
611
Aspiriant LLC
California
$272K +$282K +3,892 New
PCMK
612
Paragon Capital Management (Kansas)
Kansas
$270K – – –
IP
613
Intellectus Partners
California
$269K -$24.5K -338 -8%
SFP
614
Sweet Financial Partners
Minnesota
$267K +$277K +3,829 New
NRW
615
Nova R Wealth
Kansas
$266K +$434 +6 +0.2%
WTC
616
WhitTier Trust Company
Nevada
$265K +$145 +2 +0.1%
FFM
617
Forum Financial Management
Illinois
$262K – – –
WA
618
WBH Advisory
Maryland
$260K – – –
DWT
619
Dorsey & Whitney Trust
South Dakota
$257K +$49.7K +687 +23%
SG
620
StoneX Group
New York
$256K +$266K +3,671 New
OWA
621
Opal Wealth Advisors
New York
$256K -$57.3K -792 -18%
SCG
622
Sonata Capital Group
Washington
$252K – – –
GPA
623
Garrison Point Advisors
California
$251K -$52.6K -726 -17%
1WA
624
180 Wealth Advisors
Washington
$251K -$12.6K -174 -5%
IPW
625
Inlet Private Wealth
Florida
$251K – – –
23 24
25
26 27