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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
751
Anchor Capital Advisors
Massachusetts
$226K -$6.92K -91 -3%
IC
752
Inscription Capital
Texas
$225K +$194K +2,553 New
SPC
753
Sigma Planning Corp
Michigan
$224K -$19.5K -256 -7%
FCBT
754
First Citizens Bank & Trust
North Carolina
$223K -$5.48K -72 -2%
ANBT
755
American National Bank & Trust
Texas
$219K – – –
ESB
756
Essex Savings Bank
Connecticut
$218K -$380 -5 -0.2%
BWG
757
Boomfish Wealth Group
Georgia
$218K +$16.7K +220 +8%
NFG
758
Nations Financial Group
Iowa
$216K – – –
PCMK
759
Paragon Capital Management (Kansas)
Kansas
$216K -$26K -342 -10%
SRC
760
Stone Run Capital
New York
$215K – – –
BIM
761
Bridges Investment Management
Nebraska
$215K +$233K +3,060 New
FNT
762
First Nebraska Trust
Nebraska
$214K – – –
AWP
763
Abacus Wealth Partners
California
$213K +$6.24K +82 +3%
EWA
764
Emergent Wealth Advisors
New York
$212K -$57.1K -750 -20%
CAL
765
Capital Analysts LLC
Pennsylvania
$212K – – –
IWA
766
Icon Wealth Advisors
Texas
$212K -$301K -3,962 -57%
SIG
767
Stonegate Investment Group
Alabama
$211K +$9.66K +127 +4%
GPA
768
Garrison Point Advisors
California
$211K – – –
LFA
769
Legacy Financial Advisors
Kentucky
$209K +$8.29K +109 +4%
MWM
770
MGB Wealth Management
Texas
$208K -$438K -5,758 -66%
PCM
771
Prelude Capital Management
New York
$207K +$224K +2,950 New
SW
772
SMART Wealth
Nebraska
$204K +$1.52K +20 +0.7%
OHWP
773
Oak Harbor Wealth Partners
North Carolina
$203K -$2.43K -32 -1%
R
774
Rebalance
California
$203K +$76 +1 +0%
MCM
775
Marathon Capital Management
Maryland
$202K -$1.6K -21 -0.7%
29 30
31
32 33