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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
OIMU
726
Osmosis Investment Management UK
United Kingdom
$224K +$225K +2,845 New
HWA
727
Heritage Wealth Advisors
Virginia
$223K +$16.9K +214 +8%
VA
728
VestGen Advisors
Illinois
$222K -$13.9K -176 -6%
HC
729
Hara Capital
Washington
$221K – – –
MWM
730
Mission Wealth Management
California
$219K -$237 -3 -0.1%
RIL
731
Rothschild Investment LLC
Illinois
$218K +$65.4K +827 +42%
CC
732
Citrine Capital
California
$216K – – –
EW
733
Evoke Wealth
California
$216K +$217K +2,742 New
OCM
734
One Capital Management
California
$215K +$216K +2,737 New
BEI
735
Benjamin Edwards Inc
Missouri
$215K +$217K +2,741 New
R
736
Rebalance
California
$215K -$9.09K -115 -4%
TG
737
TCW Group
California
$214K -$19.8M -249,945 -99%
IIL
738
Income Insurance Ltd
$214K – – –
HAG
739
HighPoint Advisor Group
Illinois
$212K -$698K -8,830 -77%
AWM
740
Avior Wealth Management
Nebraska
$211K +$212K +2,684 New
ANBT
741
American National Bank & Trust
Texas
$210K – – –
USCWA
742
U.S. Capital Wealth Advisors
Texas
$207K -$1.69M -21,392 -89%
FGWP
743
Founders Grove Wealth Partners
Virginia
$205K +$206K +2,612 New
TWA
744
Tulsa Wealth Advisors
Oklahoma
$205K +$206K +2,610 New
MWM
745
Mattern Wealth Management
Kansas
$204K +$205K +2,599 New
ACM
746
Advisors Capital Management
New Jersey
$204K +$205K +2,600 New
DWM
747
Diversify Wealth Management
Utah
$202K +$190K +2,399 New
BBHC
748
Brown Brothers Harriman & Co
New York
$201K -$2.21K -28 -1%
CIA
749
Capital Investment Advisors
Georgia
$201K +$202K +2,555 New
FFA
750
Farther Finance Advisors
California
$186K +$29.3K +371 +18%
28 29
30
31 32