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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
751
Cedar Brook Financial Partners
Ohio
$229K +$15.2K +208 +8%
IA
752
Insight Advisors
Pennsylvania
$228K +$1.24K +17 +0.6%
FCBT
753
First Citizens Bank & Trust
North Carolina
$228K -$8.86K -121 -4%
BI
754
Berkeley Inc
Idaho
$228K -$146 -2 -0.1%
SW
755
SMART Wealth
Nebraska
$228K – – –
WAM
756
Westport Asset Management
Connecticut
$228K – – –
BWG
757
Boomfish Wealth Group
Georgia
$228K +$211K +2,884 New
R
758
Rebalance
California
$228K +$211K +2,884 New
MWM
759
Mattern Wealth Management
Kansas
$223K – – –
DI
760
DFPG Investments
Utah
$222K -$123K -1,685 -37%
M
761
Mirova
France
$221K -$12.4K -170 -6%
HC
762
Hara Capital
Washington
$221K +$205K +2,798 New
BBW
763
Blue Barn Wealth
Utah
$221K -$23.4K -319 -10%
NFG
764
Nations Financial Group
Iowa
$219K -$33.2K -454 -14%
SA
765
Sunesis Advisors
Kansas
$219K – – –
PA
766
Procyon Advisors
Connecticut
$219K +$202K +2,766 New
FWP
767
FAS Wealth Partners
Kansas
$217K – – –
EWA
768
EP Wealth Advisors
California
$216K -$16.5K -226 -8%
OFS
769
OneAscent Financial Services
Alabama
$216K +$200K +2,733 New
VC
770
Veracity Capital
Georgia
$215K -$12.4K -170 -6%
DWT
771
Dorsey & Whitney Trust
South Dakota
$214K -$22.6K -309 -10%
BP
772
BBR Partners
New York
$212K +$196K +2,679 New
RIL
773
Rothschild Investment LLC
Illinois
$211K +$194K +2,652 New
P
774
&Partners
Tennessee
$210K +$194K +2,644 New
BMM
775
Buffington Mohr McNeal
Idaho
$210K +$194K +2,650 New
29 30
31
32 33