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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
601
Inscription Capital
Texas
$366K – – –
PP
602
Patron Partners
Texas
$366K – – –
BC
603
Bridgefront Capital
Texas
$363K +$366K +4,861 New
WI
604
Wahed Invest
New York
$361K +$40.9K +544 +13%
JWM
605
Jackson Wealth Management
Florida
$360K -$84.1K -1,118 -19%
BAMF
606
BI Asset Management Fondsmaeglerselskab
Denmark
$359K +$217K +2,886 +150%
BCV
607
Banque Cantonale Vaudoise
Switzerland
$354K +$358K +4,755 New
BSW
608
Buckingham Strategic Wealth
Missouri
$352K +$116K +1,547 +49%
SFG
609
StrategIQ Financial Group
Indiana
$349K +$451 +6 +0.1%
CWP
610
Cyndeo Wealth Partners
Florida
$347K +$350K +4,658 New
WTC
611
WhitTier Trust Company
Nevada
$346K +$64.8K +862 +23%
KIA
612
KCM Investment Advisors
California
$346K – – –
NFGCM
613
Norman Fields Gottscho Capital Management
New York
$345K – – –
BST
614
Bath Savings Trust
Maine
$343K – – –
XF
615
XML Financial
Maryland
$342K – – –
QIM
616
Quantitative Investment Management
Virginia
$341K +$113K +1,507 +49%
MWM
617
Meridian Wealth Management
Kentucky
$339K +$8.35K +111 +3%
BC
618
Barnett & Company
Tennessee
$338K – – –
CL
619
Choreo LLC
Illinois
$337K – – –
SPC
620
Sigma Planning Corp
Michigan
$333K +$109K +1,454 +48%
SEC
621
Seven Eight Capital
New York
$328K -$2.42M -32,112 -88%
OPS
622
Orion Portfolio Solutions
Nebraska
$326K -$20K -266 -6%
VAM
623
Verity Asset Management
North Carolina
$326K +$329K +4,369 New
IA
624
Insight Advisors
Pennsylvania
$324K – – –
GAM
625
Grandview Asset Management
Pennsylvania
$324K -$54.9K -730 -14%
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