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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
751
Sugarloaf Wealth Management
Georgia
$37K +$38.2K +527 New
CHA
752
Carmichael Hill & Associates
Maryland
$35K – – –
CFN
753
Cordasco Financial Network
Florida
$35K – – –
HNWAG
754
High Net Worth Advisory Group
Florida
$35K – – –
AIM
755
Anchor Investment Management
South Carolina
$34.9K – – –
FP
756
Financial Perspectives
Minnesota
$34.9K – – –
IBOK
757
Independence Bank of Kentucky
Kentucky
$34K – – –
JFGIW
758
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34K – – –
SC
759
Seldon Capital
California
$34K – – –
CCA
760
Column Capital Advisors
Indiana
$33K – – –
NFSG
761
Newbridge Financial Services Group
Florida
$32K +$9.7K +134 +41%
MGIM
762
M&G Investment Management
United Kingdom
$31K +$167K +2,300 +0.5%
ME
763
McIlrath & Eck
Washington
$28K – – –
GI
764
Gradient Investments
Minnesota
$27K – – –
OAJ
765
Ogorek Anthony Joseph
New York
$26K – – –
SPWG
766
Sage Private Wealth Group
Illinois
$26K – – –
AW
767
Avion Wealth
Texas
$25K – – –
TWA
768
TCI Wealth Advisors
Arizona
$24K – – –
SFO
769
Standard Family Office
South Dakota
$24K +$25.2K +348 New
ACM
770
Antonetti Capital Management
Florida
$22K – – –
CWC
771
Carolinas Wealth Consulting
North Carolina
$22K – – –
RMC
772
Resources Management Corp
Connecticut
$21K – – –
TFA
773
Toth Financial Advisory
Virginia
$21K – – –
ETC
774
Exchange Traded Concepts
Oklahoma
$20K -$12.4K -171 -38%
FBT
775
First Bank & Trust
South Dakota
$20K – – –
29 30
31
32 33