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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
751
Quaker Wealth Management
New Jersey
$257K +$247K +3,002 New
GPA
752
Garrison Point Advisors
California
$257K – – –
CFG
753
Citizens Financial Group
Rhode Island
$253K +$3.37K +41 +1%
MWM
754
Mission Wealth Management
California
$251K -$329 -4 -0.1%
DAS
755
Diversify Advisory Services
Utah
$251K -$20K -243 -7%
M
756
MOTCO
Texas
$251K – – –
SMA
757
Sage Mountain Advisors
Georgia
$250K +$8.3K +101 +4%
OHWP
758
Oak Harbor Wealth Partners
North Carolina
$250K – – –
MCM
759
Marathon Capital Management
Maryland
$248K – – –
BWG
760
Boomfish Wealth Group
Georgia
$248K – – –
BBHC
761
Brown Brothers Harriman & Co
New York
$248K +$92.1K +1,120 +63%
R
762
Rebalance
California
$247K – – –
SW
763
SMART Wealth
Nebraska
$247K – – –
WAM
764
Westport Asset Management
Connecticut
$247K – – –
JGIA
765
Jackson Grant Investment Advisers
Connecticut
$247K – – –
BC
766
Burney Company
Virginia
$245K -$15K -183 -6%
CIG
767
CHB Investment Group
Pennsylvania
$245K +$235K +2,860 New
WFI
768
West Family Investments
California
$244K +$235K +2,858 New
DWT
769
Dorsey & Whitney Trust
South Dakota
$243K -$20.6K -251 -8%
SP
770
Successful Portfolios
Florida
$240K -$3.04K -37 -1%
BTWM
771
Baker Tilly Wealth Management
Wisconsin
$240K -$40.9K -497 -15%
M
772
Mirova
France
$240K – – –
HC
773
Hara Capital
Washington
$239K – – –
ACGA
774
Atlanta Consulting Group Advisors
Georgia
$238K -$38.1K -464 -14%
BEI
775
Benjamin Edwards Inc
Missouri
$235K +$226K +2,743 New
29 30
31
32 33