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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
676
Poehling Capital Management
Wisconsin
$353K – – –
PP
677
PDS Planning
Ohio
$348K +$13.5K +161 +4%
PCM
678
Prelude Capital Management
New York
$347K +$330K +3,936 New
CICC
679
Capital Investment Counsel (Colorado)
Colorado
$346K – – –
AWA
680
Arkadios Wealth Advisors
Georgia
$345K -$7.05K -84 -2%
OFS
681
OneAscent Financial Services
Alabama
$344K +$98K +1,167 +43%
LWCFA
682
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$342K – – –
NIM
683
NEOS Investment Management
Connecticut
$339K +$12.9K +154 +4%
LFA
684
Legacy Financial Advisors
Kentucky
$337K -$18K -215 -5%
TSWM
685
Triangle Securities Wealth Management
North Carolina
$335K – – –
PP
686
Patron Partners
Texas
$335K -$35.7K -425 -10%
EWA
687
Emergent Wealth Advisors
New York
$332K -$278K -3,310 -47%
FFM
688
Forum Financial Management
Illinois
$331K – – –
PSB
689
Passumpsic Savings Bank
Vermont
$331K +$315K +3,749 New
M
690
MOTCO
Texas
$329K +$279K +3,319 +798%
SL
691
Salomon & Ludwin
Virginia
$327K – – –
MF
692
Montis Financial
Massachusetts
$324K – – –
APWM
693
Argonautica Private Wealth Management
Massachusetts
$321K -$17.8K -212 -5%
NB
694
NBT Bank
New York
$321K -$2.43K -29 -0.8%
SPL
695
Smart Portfolios LLC
Washington
$318K +$13.8K +165 +5%
PCMK
696
Paragon Capital Management (Kansas)
Kansas
$318K – – –
SCG
697
Sonata Capital Group
Washington
$318K – – –
CT
698
Coastline Trust
Rhode Island
$317K -$206K -2,457 -41%
UCFA
699
United Capital Financial Advisors
Texas
$316K +$6.71K +80 +2%
NGA
700
Naples Global Advisors
Florida
$312K +$51.4K +612 +21%
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