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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
651
Prospera Financial Services
Texas
$394K +$6.38K +76 +2%
9WM
652
9258 Wealth Management
Ohio
$393K – – –
BCV
653
Banque Cantonale Vaudoise
Switzerland
$392K +$373K +4,446 New
BL
654
Balentine LLC
Georgia
$391K +$19.9K +237 +6%
EWA
655
Exencial Wealth Advisors
Oklahoma
$390K -$330K -3,934 -47%
BFS
656
Bradley Foster & Sargent
Connecticut
$386K – – –
WTB
657
Washington Trust Bank
Washington
$385K -$23.1K -275 -6%
MA
658
Montag & Associates
Georgia
$385K – – –
SWA
659
SFMG Wealth Advisors
Texas
$384K +$23.8K +283 +7%
BFG
660
Bleakley Financial Group
New Jersey
$383K +$13.5K +161 +4%
SW
661
Simplicity Wealth
New Jersey
$380K +$362K +4,314 New
SOW
662
State of Wyoming
Wyoming
$379K +$361K +4,300 New
TI
663
Tidal Investments
Wisconsin
$379K -$55.3K -659 -13%
NRW
664
Nova R Wealth
Kansas
$374K +$504 +6 +0.1%
BBA
665
BLB&B Advisors
Pennsylvania
$373K – – –
CAM
666
Cubic Asset Management
Massachusetts
$370K – – –
BIM
667
Baldwin Investment Management
Pennsylvania
$370K -$336 -4 -0.1%
IAA
668
Ironsides Asset Advisors
North Carolina
$365K +$348K +4,140 New
PAA
669
Peregrine Asset Advisers
Oregon
$364K – – –
DIM
670
Delta Investment Management
California
$363K +$10.6K +126 +3%
LC
671
LCNB Corp
Ohio
$361K – – –
AFG
672
Atomi Financial Group
New York
$361K +$53.5K +637 +18%
VA
673
Vident Advisory
Georgia
$359K +$23K +274 +7%
CWP
674
Cyndeo Wealth Partners
Florida
$356K +$1.43K +17 +0.4%
WGAM
675
Wilkinson Global Asset Management
New York
$356K – – –
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