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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
601
Alpha Cubed Investments
California
$287K – – –
LC
602
LCNB Corp
Ohio
$287K – – –
TSWM
603
Triangle Securities Wealth Management
North Carolina
$285K -$50.7K -700 -15%
LOAMS
604
Lombard Odier Asset Management (Switzerland)
Switzerland
$285K +$298K +4,111 New
WGAM
605
Wilkinson Global Asset Management
New York
$282K – – –
FCBT
606
First Citizens Bank & Trust
North Carolina
$282K +$292K +4,037 New
AWM
607
Angeles Wealth Management
California
$280K -$3.19K -44 -1%
PCM
608
Poehling Capital Management
Wisconsin
$279K – – –
HC
609
Henshaw Capital
Massachusetts
$278K – – –
AWM
610
Avior Wealth Management
Nebraska
$277K – – –
WCM
611
Wunderlich Capital Managemnt
Tennessee
$276K – – –
EWM
612
Empirical Wealth Management
Washington
$275K -$15.4K -212 -5%
AL
613
Aspiriant LLC
California
$272K +$282K +3,892 New
PCMK
614
Paragon Capital Management (Kansas)
Kansas
$270K – – –
IP
615
Intellectus Partners
California
$269K -$24.5K -338 -8%
SFP
616
Sweet Financial Partners
Minnesota
$267K +$277K +3,829 New
NRW
617
Nova R Wealth
Kansas
$266K +$434 +6 +0.2%
WTC
618
WhitTier Trust Company
Nevada
$265K +$145 +2 +0.1%
FFM
619
Forum Financial Management
Illinois
$262K – – –
WA
620
WBH Advisory
Maryland
$260K – – –
DWT
621
Dorsey & Whitney Trust
South Dakota
$257K +$49.7K +687 +23%
SG
622
StoneX Group
New York
$256K +$266K +3,671 New
OWA
623
Opal Wealth Advisors
New York
$256K -$57.3K -792 -18%
SCG
624
Sonata Capital Group
Washington
$252K – – –
GPA
625
Garrison Point Advisors
California
$251K -$52.6K -726 -17%
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