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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
601
LCNB Corp
Ohio
$275K – – –
TSWM
602
Triangle Securities Wealth Management
North Carolina
$272K – – –
VT
603
Vise Technologies
New York
$270K +$89.1K +1,180 +41%
WGAM
604
Wilkinson Global Asset Management
New York
$269K – – –
AWM
605
Angeles Wealth Management
California
$269K +$2.04K +27 +0.7%
AWM
606
Avior Wealth Management
Nebraska
$268K +$3.77K +50 +1%
PCM
607
Poehling Capital Management
Wisconsin
$267K – – –
T
608
TOBAM
France
$266K -$1.06M -14,093 -78%
MA
609
Montag & Associates
Georgia
$266K -$153K -2,021 -34%
WCM
610
Wunderlich Capital Managemnt
Tennessee
$262K -$1.89K -25 -0.6%
DC
611
Diametric Capital
Massachusetts
$262K +$296K +3,924 New
AL
612
Aspiriant LLC
California
$260K – – –
PCMK
613
Paragon Capital Management (Kansas)
Kansas
$258K – – –
HC
614
Henshaw Capital
Massachusetts
$257K -$9.29K -123 -3%
PFS
615
Prospera Financial Services
Texas
$257K +$76.9K +1,019 +36%
KPWS
616
Kestra Private Wealth Services
Texas
$256K +$51.3K +679 +21%
MFS
617
Mirabella Financial Services
United Kingdom
$256K +$281K +3,726 New
SFP
618
Sweet Financial Partners
Minnesota
$255K – – –
NRW
619
Nova R Wealth
Kansas
$255K +$378 +5 +0.1%
WTC
620
WhitTier Trust Company
Nevada
$252K -$604 -8 -0.2%
FFM
621
Forum Financial Management
Illinois
$250K – – –
OWA
622
Opal Wealth Advisors
New York
$246K +$1.21K +16 +0.4%
MF
623
Montis Financial
Massachusetts
$245K +$16.3K +216 +6%
WA
624
WBH Advisory
Maryland
$244K +$2.72K +36 +1%
AAMC
625
Asset Allocation & Management Company
Illinois
$241K -$337K -4,457 -55%
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25
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