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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
DLA
701
Douglas Lane & Associates
New York
$241K +$2.78K +35 +1%
TPCW
702
TD Private Client Wealth
New York
$241K -$1.98K -25 -0.8%
NFG
703
Nations Financial Group
Iowa
$240K -$2.38K -30 -0.9%
BWP
704
Baldwin Wealth Partners
Massachusetts
$240K +$4.6K +58 +2%
WA1
705
Wimmer Associates 1
California
$239K – – –
AWM
706
Angeles Wealth Management
California
$238K +$2.78K +35 +1%
DAS
707
Dynamic Advisor Solutions
Arizona
$237K +$253K +3,192 New
OHWP
708
Oak Harbor Wealth Partners
North Carolina
$237K – – –
SP
709
Successful Portfolios
Florida
$235K – – –
SWM
710
SeaCrest Wealth Management
New York
$233K +$22K +277 +10%
FNT
711
First Nebraska Trust
Nebraska
$233K – – –
BBW
712
Blue Barn Wealth
Utah
$232K -$3.33K -42 -1%
AWP
713
Abacus Wealth Partners
California
$230K – – –
HF
714
HRT Financial
New York
$230K +$246K +3,104 New
EH
715
Equitable Holdings
New York
$228K +$16.1K +203 +7%
MAS
716
Meeder Advisory Services
Ohio
$225K -$1.11K -14 -0.5%
DWT
717
Dorsey & Whitney Trust
South Dakota
$225K +$30.7K +387 +15%
AAM
718
Aureus Asset Management
Massachusetts
$225K +$32.2K +406 +16%
HT
719
Headlands Technologies
Illinois
$224K +$239K +3,016 New
FCBT
720
First Citizens Bank & Trust
North Carolina
$224K +$9.6K +121 +4%
QWM
721
Quaker Wealth Management
New Jersey
$223K +$238K +3,002 New
GPA
722
Garrison Point Advisors
California
$223K – – –
HNB
723
Huntington National Bank
Ohio
$223K – – –
SW
724
SVB Wealth
Massachusetts
$222K -$10.1K -127 -4%
ANBT
725
American National Bank & Trust
Texas
$221K – – –
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