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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
NWAG
751
Net Worth Advisory Group
Utah
$259K +$249K +3,023 New
AWP
752
Abacus Wealth Partners
California
$258K +$4.93K +60 +2%
QWM
753
Quaker Wealth Management
New Jersey
$257K +$247K +3,002 New
GPA
754
Garrison Point Advisors
California
$257K – – –
CFG
755
Citizens Financial Group
Rhode Island
$253K +$3.37K +41 +1%
MWM
756
Mission Wealth Management
California
$251K -$329 -4 -0.1%
DAS
757
Diversify Advisory Services
Utah
$251K -$20K -243 -7%
M
758
MOTCO
Texas
$251K – – –
SMA
759
Sage Mountain Advisors
Georgia
$250K +$8.3K +101 +4%
OHWP
760
Oak Harbor Wealth Partners
North Carolina
$250K – – –
MCM
761
Marathon Capital Management
Maryland
$248K – – –
BWG
762
Boomfish Wealth Group
Georgia
$248K – – –
BBHC
763
Brown Brothers Harriman & Co
New York
$248K +$92.1K +1,120 +63%
R
764
Rebalance
California
$247K – – –
SW
765
SMART Wealth
Nebraska
$247K – – –
WAM
766
Westport Asset Management
Connecticut
$247K – – –
JGIA
767
Jackson Grant Investment Advisers
Connecticut
$247K – – –
BC
768
Burney Company
Virginia
$245K -$15K -183 -6%
CIG
769
CHB Investment Group
Pennsylvania
$245K +$235K +2,860 New
WFI
770
West Family Investments
California
$244K +$235K +2,858 New
DWT
771
Dorsey & Whitney Trust
South Dakota
$243K -$20.6K -251 -8%
SP
772
Successful Portfolios
Florida
$240K -$3.04K -37 -1%
BTWM
773
Baker Tilly Wealth Management
Wisconsin
$240K -$40.9K -497 -15%
M
774
Mirova
France
$240K – – –
HC
775
Hara Capital
Washington
$239K – – –
29 30
31
32 33