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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
OHWP
751
Oak Harbor Wealth Partners
North Carolina
$258K +$84 +1 +0%
TCOV
752
Trust Company of Vermont
Vermont
$256K +$54.6K +651 +29%
IA
753
Insight Advisors
Pennsylvania
$255K – – –
BI
754
Berkeley Inc
Idaho
$254K – – –
BWG
755
Boomfish Wealth Group
Georgia
$254K – – –
FCBT
756
First Citizens Bank & Trust
North Carolina
$254K – – –
R
757
Rebalance
California
$254K – – –
SW
758
SMART Wealth
Nebraska
$254K – – –
WAM
759
Westport Asset Management
Connecticut
$254K – – –
JGIA
760
Jackson Grant Investment Advisers
Connecticut
$254K – – –
MWM
761
Mission Wealth Management
California
$253K +$241K +2,870 New
DLA
762
Douglas Lane & Associates
New York
$250K -$30.2K -360 -11%
GSC
763
Grey Street Capital
Illinois
$249K +$237K +2,824 New
M
764
Mirova
France
$247K – – –
HC
765
Hara Capital
Washington
$247K – – –
NFG
766
Nations Financial Group
Iowa
$244K – – –
FWP
767
FAS Wealth Partners
Kansas
$242K +$84 +1 +0%
FCP
768
Fidelis Capital Partners
Florida
$241K +$11.7K +139 +5%
EWM
769
Evercore Wealth Management
New York
$240K -$77.6K -925 -25%
MWM
770
Mattern Wealth Management
Kansas
$240K -$8.81K -105 -4%
DWT
771
Dorsey & Whitney Trust
South Dakota
$239K – – –
VC
772
Veracity Capital
Georgia
$239K -$672 -8 -0.3%
AC
773
Avestar Capital
New York
$236K +$7.64K +91 +4%
1WA
774
180 Wealth Advisors
Washington
$235K +$8.06K +96 +4%
ESB
775
Essex Savings Bank
Connecticut
$234K – – –
29 30
31
32 33