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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
626
Legacy Financial Advisors
Kentucky
$322K +$20.9K +265 +7%
SWA
627
SFMG Wealth Advisors
Texas
$322K -$18.6K -236 -6%
WCM
628
Wunderlich Capital Managemnt
Tennessee
$315K -$1.97K -25 -0.6%
AC
629
Avestar Capital
New York
$315K +$8.05K +102 +3%
MGIA
630
Moneta Group Investment Advisors
Missouri
$314K -$57.7K -731 -20%
FAFN
631
First Affirmative Financial Network
Colorado
$311K +$72.2K +915 +31%
NRW
632
Nova R Wealth
Kansas
$309K – – –
TSWM
633
Triangle Securities Wealth Management
North Carolina
$307K – – –
BC
634
Burney Company
Virginia
$304K – – –
FFM
635
Forum Financial Management
Illinois
$303K +$297K +3,757 New
SL
636
Salomon & Ludwin
Virginia
$302K +$86.8K +1,100 +42%
QI
637
Qtron Investments
Massachusetts
$302K – – –
M
638
Mirova
France
$300K -$119K -1,503 -29%
MF
639
Montis Financial
Massachusetts
$297K – – –
EWM
640
Evercore Wealth Management
New York
$297K +$80.5K +1,020 +38%
APWM
641
Argonautica Private Wealth Management
Massachusetts
$296K +$290K +3,670 New
MA
642
Montag & Associates
Georgia
$292K – – –
DA
643
Dover Advisors
Virginia
$291K +$284K +3,602 New
SCG
644
Sonata Capital Group
Washington
$291K – – –
IPW
645
Inlet Private Wealth
Florida
$290K – – –
WA
646
WBH Advisory
Maryland
$284K – – –
STC
647
Sarah T. Connolly
$283K – – –
CMS
648
Capital Market Strategies
Florida
$283K +$276K +3,500 New
AWA
649
Arkadios Wealth Advisors
Georgia
$278K +$22.8K +289 +9%
PCMK
650
Paragon Capital Management (Kansas)
Kansas
$276K – – –
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