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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
NRW
676
Nova R Wealth
Kansas
$288K – – –
TSWM
677
Triangle Securities Wealth Management
North Carolina
$283K – – –
UCFA
678
United Capital Financial Advisors
Texas
$274K -$1.6K -21 -0.6%
MF
679
Montis Financial
Massachusetts
$274K – – –
IA
680
IFG Advisory
Georgia
$272K – – –
MA
681
Montag & Associates
Georgia
$271K – – –
BAM
682
Burgundy Asset Management
Ontario, Canada
$271K +$272K +3,561 New
SCG
683
Sonata Capital Group
Washington
$269K – – –
GGA
684
Granite Group Advisors
Connecticut
$267K – – –
IF
685
Intrua Financial
Texas
$264K – – –
MIM
686
Morningstar Investment Management
Illinois
$263K +$270K +3,531 New
LFA
687
Legacy Financial Advisors
Kentucky
$262K +$51.2K +670 +23%
NPT
688
Nixon Peabody Trust
Massachusetts
$261K – – –
GI
689
GAMCO Investors
Connecticut
$258K – – –
TWM
690
Tanager Wealth Management
United Kingdom
$258K – – –
SAM
691
Smartleaf Asset Management
Massachusetts
$257K +$232K +3,042 +656%
LGW
692
Leslie Global Wealth
Illinois
$257K +$264K +3,452 New
LWP
693
LMG Wealth Partners
Louisiana
$250K – – –
VCM
694
Versant Capital Management
Arizona
$248K -$62.9K -823 -20%
LIM
695
Leavell Investment Management
Alabama
$247K -$3.74K -49 -1%
BP
696
Ballentine Partners
Massachusetts
$245K -$917 -12 -0.4%
NGA
697
Naples Global Advisors
Florida
$244K – – –
FCBT
698
First Citizens Bank & Trust
North Carolina
$244K +$2.9K +38 +1%
CAL
699
Capital Analysts LLC
Pennsylvania
$241K +$19.1K +250 +8%
EW
700
Elyxium Wealth
California
$241K -$81.4K -1,065 -25%
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