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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
626
Merit Financial Group
Georgia
$444K +$468K +5,572 New
ACGA
627
Atlanta Consulting Group Advisors
Georgia
$443K +$422K +5,024 New
FCFC
628
First Commonwealth Financial Corp
Pennsylvania
$441K – – –
EFS
629
Essex Financial Services
Connecticut
$438K +$4.45K +53 +1%
SW
630
SVB Wealth
Massachusetts
$436K +$43.5K +518 +12%
BP
631
Ballentine Partners
Massachusetts
$435K -$152K -1,805 -27%
PFPT
632
Pinnacle Financial Partners (Tennessee)
Tennessee
$433K +$1.68K +20 +0.4%
PI
633
PFG Investments
New York
$432K +$411K +4,898 New
V
634
ViaWealth
Kansas
$431K – – –
PWG
635
Portside Wealth Group
Utah
$430K +$74K +882 +22%
IGAM
636
iA Global Asset Management
Quebec, Canada
$420K -$5.02M -59,830 -93%
A
637
Allianz
Germany
$418K +$294K +3,504 New
HAIM
638
Hunter Associates Investment Management
Pennsylvania
$417K +$397K +4,727 New
HNB
639
Huntington National Bank
Ohio
$416K +$135K +1,612 +52%
SCM
640
Schnieders Capital Management
California
$414K – – –
DWP
641
Daymark Wealth Partners
Ohio
$409K +$5.79K +69 +2%
BST
642
Bath Savings Trust
Maine
$405K – – –
FG
643
Foster Group
Iowa
$405K +$385K +4,590 New
XF
644
XML Financial
Maryland
$404K – – –
KP
645
Keel Point
Alabama
$401K +$382K +4,552 New
DTC
646
Davidson Trust Company
Washington
$401K – – –
BC
647
Barnett & Company
Tennessee
$399K – – –
MCC
648
Malaga Cove Capital
California
$394K – – –
PFS
649
Prospera Financial Services
Texas
$394K +$6.38K +76 +2%
9WM
650
9258 Wealth Management
Ohio
$393K – – –
24 25
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