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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
726
Dynamic Advisor Solutions
Arizona
$252K +$659 +9 +0.3%
SP
727
Successful Portfolios
Florida
$250K – – –
AGC
728
Aspen Grove Capital
Colorado
$250K -$22.2K -303 -9%
BC
729
Burney Company
Virginia
$247K -$46.7K -638 -17%
AWM
730
Angeles Wealth Management
California
$247K -$5.05K -69 -2%
HC
731
Henshaw Capital
Massachusetts
$246K +$30.5K +416 +15%
HNB
732
Huntington National Bank
Ohio
$246K +$8.2K +112 +4%
EH
733
Equitable Holdings
New York
$245K +$2.49K +34 +1%
SRC
734
Stone Run Capital
New York
$242K +$224K +3,060 New
FNT
735
First Nebraska Trust
Nebraska
$241K -$6.15K -84 -3%
AAS
736
Ameritas Advisory Services
Nebraska
$240K +$215K +2,934 New
AAM
737
Aureus Asset Management
Massachusetts
$239K – – –
QWM
738
Quaker Wealth Management
New Jersey
$237K – – –
GPA
739
Garrison Point Advisors
California
$237K – – –
EGM
740
Engineers Gate Manager
New York
$236K -$664K -9,069 -75%
ANBT
741
American National Bank & Trust
Texas
$235K – – –
MAS
742
Meeder Advisory Services
Ohio
$235K -$4.1K -56 -2%
ESB
743
Essex Savings Bank
Connecticut
$234K +$217K +2,961 New
PI
744
PEAK6 Investments
Illinois
$232K +$215K +2,938 New
NGA
745
Naples Global Advisors
Florida
$231K – – –
OHWP
746
Oak Harbor Wealth Partners
North Carolina
$231K -$19K -259 -8%
AWP
747
Abacus Wealth Partners
California
$231K -$13K -178 -6%
MCM
748
Marathon Capital Management
Maryland
$230K +$213K +2,905 New
GRP
749
Global Retirement Partners
California
$229K +$878 +12 +0.4%
JGIA
750
Jackson Grant Investment Advisers
Connecticut
$229K – – –
28 29
30
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