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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
726
Citizens Financial Group
Rhode Island
$248K +$246K +2,867 New
BBA
727
BLB&B Advisors
Pennsylvania
$247K – – –
MIM
728
Morningstar Investment Management
Illinois
$247K – – –
MWM
729
Mission Wealth Management
California
$247K +$5.83K +68 +2%
HWA
730
Heritage Wealth Advisors
Virginia
$246K – – –
HAG
731
HighPoint Advisor Group
Illinois
$245K +$11.7K +136 +5%
HC
732
Hara Capital
Washington
$243K – – –
CIA
733
Capital Investment Advisors
Georgia
$241K +$19.3K +225 +9%
RIL
734
Rothschild Investment LLC
Illinois
$241K – – –
CC
735
Citrine Capital
California
$238K – – –
BBHC
736
Brown Brothers Harriman & Co
New York
$237K +$15.1K +176 +7%
R
737
Rebalance
California
$236K – – –
RC
738
Roundview Capital
New Jersey
$236K +$233K +2,725 New
IIL
739
Income Insurance Ltd
$236K – – –
BEI
740
Benjamin Edwards Inc
Missouri
$236K -$1.8K -21 -0.8%
NFGCM
741
Norman Fields Gottscho Capital Management
New York
$235K +$233K +2,715 New
PP
742
Patron Partners
Texas
$233K -$30.2K -352 -12%
VA
743
VestGen Advisors
Illinois
$233K +$8.57K +100 +4%
ANBT
744
American National Bank & Trust
Texas
$232K – – –
PI
745
PFG Investments
New York
$231K -$36.8K -429 -14%
AG
746
Ascent Group
Virginia
$228K +$226K +2,634 New
TWA
747
Tulsa Wealth Advisors
Oklahoma
$226K – – –
MWM
748
Mattern Wealth Management
Kansas
$225K – – –
FGWP
749
Founders Grove Wealth Partners
Virginia
$224K -$2.23K -26 -1%
PC
750
Permanens Capital
New York
$221K +$218K +2,546 New
28 29
30
31 32