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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
676
Dover Advisors
Virginia
$255K +$256K +3,408 New
KWM
677
Kolinsky Wealth Management
New Jersey
$254K -$1.88K -25 -0.7%
BP
678
BBR Partners
New York
$253K – – –
CCIA
679
Campbell & Co Investment Adviser
Maryland
$253K +$255K +3,391 New
DLA
680
Douglas Lane & Associates
New York
$252K – – –
MFS
681
Mirabella Financial Services
United Kingdom
$251K -$27.6K -367 -10%
MWM
682
Merriman Wealth Management
Washington
$249K +$250K +3,327 New
TCOV
683
Trust Company of Vermont
Vermont
$248K +$3.99K +53 +2%
SI
684
Stephens Inc
Arkansas
$247K -$13.8K -184 -5%
SW
685
SVB Wealth
Massachusetts
$246K -$5.34K -71 -2%
NHC
686
Nicholas Hoffman & Company
Georgia
$246K +$248K +3,295 New
VFA
687
Valeo Financial Advisors
Indiana
$245K +$17.4K +231 +8%
KPWS
688
Kestra Private Wealth Services
Texas
$243K -$43.8K -582 -15%
FW
689
FirstPurpose Wealth
Utah
$242K +$16.9K +225 +7%
WA1
690
Wimmer Associates 1
California
$240K – – –
LIM
691
Leavell Investment Management
Alabama
$236K – – –
SP
692
Successful Portfolios
Florida
$236K – – –
AWM
693
Angeles Wealth Management
California
$236K -$65.7K -873 -22%
EVM
694
Evelyn V. Moreno
$235K – – –
CS
695
Comerica Securities
Michigan
$234K -$18.7K -249 -7%
AF
696
Aldebaran Financial
$234K – – –
AWS
697
Atria Wealth Solutions
New York
$233K -$175K -2,326 -43%
FNT
698
First Nebraska Trust
Nebraska
$233K – – –
BWP
699
Baldwin Wealth Partners
Massachusetts
$233K +$65.7K +873 +39%
SWM
700
SeaCrest Wealth Management
New York
$226K -$527 -7 -0.2%
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