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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
676
Triangle Securities Wealth Management
North Carolina
$283K – – –
UCFA
677
United Capital Financial Advisors
Texas
$274K -$1.6K -21 -0.6%
MF
678
Montis Financial
Massachusetts
$274K – – –
IA
679
IFG Advisory
Georgia
$272K – – –
MA
680
Montag & Associates
Georgia
$271K – – –
BAM
681
Burgundy Asset Management
Ontario, Canada
$271K +$272K +3,561 New
SCG
682
Sonata Capital Group
Washington
$269K – – –
GGA
683
Granite Group Advisors
Connecticut
$267K – – –
IF
684
Intrua Financial
Texas
$264K – – –
MIM
685
Morningstar Investment Management
Illinois
$263K +$270K +3,531 New
LFA
686
Legacy Financial Advisors
Kentucky
$262K +$51.2K +670 +23%
NPT
687
Nixon Peabody Trust
Massachusetts
$261K – – –
GI
688
GAMCO Investors
Connecticut
$258K – – –
TWM
689
Tanager Wealth Management
United Kingdom
$258K – – –
SAM
690
Smartleaf Asset Management
Massachusetts
$257K +$232K +3,042 +656%
LGW
691
Leslie Global Wealth
Illinois
$257K +$264K +3,452 New
LWP
692
LMG Wealth Partners
Louisiana
$250K – – –
VCM
693
Versant Capital Management
Arizona
$248K -$62.9K -823 -20%
LIM
694
Leavell Investment Management
Alabama
$247K -$3.74K -49 -1%
BP
695
Ballentine Partners
Massachusetts
$245K -$917 -12 -0.4%
NGA
696
Naples Global Advisors
Florida
$244K – – –
FCBT
697
First Citizens Bank & Trust
North Carolina
$244K +$2.9K +38 +1%
CAL
698
Capital Analysts LLC
Pennsylvania
$241K +$19.1K +250 +8%
EW
699
Elyxium Wealth
California
$241K -$81.4K -1,065 -25%
WA1
700
Wimmer Associates 1
California
$240K – – –
26 27
28
29 30