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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
651
Essex Financial Services
Connecticut
$405K +$6.41K +78 +2%
QCG
652
Quadrant Capital Group
Ohio
$403K -$3.21K -39 -0.8%
SCM
653
Schnieders Capital Management
California
$402K – – –
BFS
654
Bradley Foster & Sargent
Connecticut
$402K +$15.9K +193 +4%
MWM
655
Meridian Wealth Management
Kentucky
$400K +$1.89K +23 +0.5%
FG
656
Foster Group
Iowa
$398K +$4.03K +49 +1%
IGAM
657
iA Global Asset Management
Quebec, Canada
$397K +$9.78K +119 +3%
BST
658
Bath Savings Trust
Maine
$393K – – –
DWP
659
Daymark Wealth Partners
Ohio
$391K +$4.28K +52 +1%
AT
660
American Trust
Kentucky
$387K -$23.8K -290 -6%
BC
661
Barnett & Company
Tennessee
$387K – – –
DTC
662
Davidson Trust Company
Washington
$386K -$2.88K -35 -0.8%
XF
663
XML Financial
Maryland
$386K +$82 +1 +0%
9WM
664
9258 Wealth Management
Ohio
$381K – – –
TSS
665
Two Sigma Securities
New York
$381K -$13K -158 -3%
SPL
666
Smart Portfolios LLC
Washington
$378K +$411 +5 +0.1%
BCM
667
Barometer Capital Management
Ontario, Canada
$374K +$266K +3,230 New
MA
668
Montag & Associates
Georgia
$373K – – –
DAS
669
Dynamic Advisor Solutions
Arizona
$371K +$15.6K +190 +5%
DWM
670
Diversify Wealth Management
Utah
$370K -$14.5K -176 -4%
LFA
671
Legacy Financial Advisors
Kentucky
$369K +$46.8K +569 +15%
EW
672
Elyxium Wealth
California
$367K +$352K +4,287 New
AI
673
Atom Investors
Texas
$365K +$1.23K +15 +0.4%
NRW
674
Nova R Wealth
Kansas
$364K +$493 +6 +0.1%
JFG
675
Jefferies Financial Group
New York
$363K -$1.83M -22,200 -84%
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