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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
751
LMG Wealth Partners
Louisiana
$243K – – –
TP
752
Tranquility Partners
Tennessee
$243K -$178K -2,307 -41%
AWM
753
Axxcess Wealth Management
California
$243K -$37.7K -489 -13%
ACA
754
Anchor Capital Advisors
Massachusetts
$239K – – –
FA
755
Fedenia Advisers
Wisconsin
$237K +$253K +3,278 New
NGA
756
Naples Global Advisors
Florida
$237K – – –
TWM
757
Tanager Wealth Management
United Kingdom
$237K -$200K -2,599 -44%
MC
758
Maverick Capital
Texas
$235K -$748K -9,713 -75%
FCBT
759
First Citizens Bank & Trust
North Carolina
$235K +$2.31K +30 +0.9%
WTB
760
Washington Trust Bank
Washington
$235K – – –
VFA
761
Valeo Financial Advisors
Indiana
$234K -$6.39K -83 -3%
WA1
762
Wimmer Associates 1
California
$233K – – –
AWA
763
Arkadios Wealth Advisors
Georgia
$232K -$63.5K -824 -20%
RCAG
764
Rehmann Capital Advisory Group
Michigan
$232K +$68.8K +893 +39%
N
765
Natixis
France
$229K +$244K +3,161 New
SIC
766
Sage Investment Counsel
Tennessee
$227K +$242K +3,136 New
SW
767
SVB Wealth
Massachusetts
$226K +$241K +3,126 New
ANBT
768
American National Bank & Trust
Texas
$226K – – –
MWM
769
Merriman Wealth Management
Washington
$226K +$848 +11 +0.4%
ESB
770
Essex Savings Bank
Connecticut
$225K +$6.86K +89 +3%
SCP
771
Sivia Capital Partners
California
$225K -$35.9K -466 -13%
NFG
772
Nations Financial Group
Iowa
$222K -$52.4K -680 -18%
AWS
773
Atria Wealth Solutions
New York
$222K -$4.78K -62 -2%
SRC
774
Stone Run Capital
New York
$221K – – –
FNT
775
First Nebraska Trust
Nebraska
$220K – – –
29 30
31
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