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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
NWAG
651
Net Worth Advisory Group
Utah
$314K +$12.7K +161 +4%
AWA
652
Arkadios Wealth Advisors
Georgia
$311K +$27.5K +348 +10%
SPL
653
Smart Portfolios LLC
Washington
$310K -$6.32K -80 -2%
KIA
654
Knollwood Investment Advisory
Maryland
$308K – – –
KCM
655
Kathmere Capital Management
Pennsylvania
$306K +$308K +3,893 New
CCA
656
Checchi Capital Advisers
California
$306K -$17.8K -225 -5%
AIM
657
Aigen Investment Management
New York
$306K +$221K +2,794 New
PFPG
658
Pinnacle Financial Partners (Georgia)
Georgia
$302K -$82.8K -1,048 -21%
BFS
659
Bradley Foster & Sargent
Connecticut
$302K – – –
TSWM
660
Triangle Securities Wealth Management
North Carolina
$299K – – –
NRW
661
Nova R Wealth
Kansas
$298K -$1.98K -25 -0.7%
DWT
662
Dorsey & Whitney Trust
South Dakota
$296K -$100K -1,266 -25%
EAM
663
Eventide Asset Management
Massachusetts
$296K +$49.3K +624 +20%
NRC
664
New Republic Capital
North Carolina
$292K +$47.4K +600 +19%
MF
665
Montis Financial
Massachusetts
$289K – – –
MA
666
Montag & Associates
Georgia
$287K – – –
BWL
667
Bogart Wealth LLC
Virginia
$285K – – –
IB
668
Intrust Bank
Kansas
$285K -$8.22K -104 -3%
SCG
669
Sonata Capital Group
Washington
$284K – – –
GGA
670
Granite Group Advisors
Connecticut
$283K – – –
SA
671
Sacks & Associates
New Jersey
$283K -$9.88K -125 -3%
ACM
672
Alessandra Capital Management
California
$279K -$293K -3,702 -51%
IF
673
Intrua Financial
Texas
$279K – – –
NPT
674
Nixon Peabody Trust
Massachusetts
$275K – – –
WTA
675
Washington Trust Advisors
Massachusetts
$275K -$39.5K -500 -13%
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