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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
601
Angeles Wealth Management
California
$269K +$2.04K +27 +0.7%
AWM
602
Avior Wealth Management
Nebraska
$268K +$3.77K +50 +1%
PCM
603
Poehling Capital Management
Wisconsin
$267K – – –
T
604
TOBAM
France
$266K -$1.06M -14,093 -78%
MA
605
Montag & Associates
Georgia
$266K -$153K -2,021 -34%
WCM
606
Wunderlich Capital Managemnt
Tennessee
$262K -$1.89K -25 -0.6%
DC
607
Diametric Capital
Massachusetts
$262K +$296K +3,924 New
AL
608
Aspiriant LLC
California
$260K – – –
PCMK
609
Paragon Capital Management (Kansas)
Kansas
$258K – – –
HC
610
Henshaw Capital
Massachusetts
$257K -$9.29K -123 -3%
PFS
611
Prospera Financial Services
Texas
$257K +$76.9K +1,019 +36%
KPWS
612
Kestra Private Wealth Services
Texas
$256K +$51.3K +679 +21%
MFS
613
Mirabella Financial Services
United Kingdom
$256K +$281K +3,726 New
SFP
614
Sweet Financial Partners
Minnesota
$255K – – –
NRW
615
Nova R Wealth
Kansas
$255K +$378 +5 +0.1%
WTC
616
WhitTier Trust Company
Nevada
$252K -$604 -8 -0.2%
FFM
617
Forum Financial Management
Illinois
$250K – – –
OWA
618
Opal Wealth Advisors
New York
$246K +$1.21K +16 +0.4%
MF
619
Montis Financial
Massachusetts
$245K +$16.3K +216 +6%
WA
620
WBH Advisory
Maryland
$244K +$2.72K +36 +1%
AAMC
621
Asset Allocation & Management Company
Illinois
$241K -$337K -4,457 -55%
SCG
622
Sonata Capital Group
Washington
$241K – – –
WA1
623
Wimmer Associates 1
California
$240K -$10.6K -141 -4%
GPA
624
Garrison Point Advisors
California
$240K – – –
IPW
625
Inlet Private Wealth
Florida
$240K – – –
23 24
25
26 27