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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
751
Principal Street Partners
Tennessee
$260K +$251K +2,995 New
JWM
752
Janiczek Wealth Management
Colorado
$258K +$57.2K +682 +30%
OHWP
753
Oak Harbor Wealth Partners
North Carolina
$258K +$84 +1 +0%
TCOV
754
Trust Company of Vermont
Vermont
$256K +$54.6K +651 +29%
IA
755
Insight Advisors
Pennsylvania
$255K – – –
BI
756
Berkeley Inc
Idaho
$254K – – –
BWG
757
Boomfish Wealth Group
Georgia
$254K – – –
FCBT
758
First Citizens Bank & Trust
North Carolina
$254K – – –
R
759
Rebalance
California
$254K – – –
SW
760
SMART Wealth
Nebraska
$254K – – –
WAM
761
Westport Asset Management
Connecticut
$254K – – –
JGIA
762
Jackson Grant Investment Advisers
Connecticut
$254K – – –
MWM
763
Mission Wealth Management
California
$253K +$241K +2,870 New
DLA
764
Douglas Lane & Associates
New York
$250K -$30.2K -360 -11%
GSC
765
Grey Street Capital
Illinois
$249K +$237K +2,824 New
M
766
Mirova
France
$247K – – –
HC
767
Hara Capital
Washington
$247K – – –
NFG
768
Nations Financial Group
Iowa
$244K – – –
FWP
769
FAS Wealth Partners
Kansas
$242K +$84 +1 +0%
FCP
770
Fidelis Capital Partners
Florida
$241K +$11.7K +139 +5%
EWM
771
Evercore Wealth Management
New York
$240K -$77.6K -925 -25%
MWM
772
Mattern Wealth Management
Kansas
$240K -$8.81K -105 -4%
DWT
773
Dorsey & Whitney Trust
South Dakota
$239K – – –
VC
774
Veracity Capital
Georgia
$239K -$672 -8 -0.3%
AC
775
Avestar Capital
New York
$236K +$7.64K +91 +4%
29 30
31
32 33