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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
WTB
751
Washington Trust Bank
Washington
$228K – – –
PWM
752
Perigon Wealth Management
California
$226K -$14.4K -189 -6%
ACA
753
Anchor Capital Advisors
Massachusetts
$226K -$6.92K -91 -3%
IC
754
Inscription Capital
Texas
$225K +$194K +2,553 New
SPC
755
Sigma Planning Corp
Michigan
$224K -$19.5K -256 -7%
FCBT
756
First Citizens Bank & Trust
North Carolina
$223K -$5.48K -72 -2%
ANBT
757
American National Bank & Trust
Texas
$219K – – –
ESB
758
Essex Savings Bank
Connecticut
$218K -$380 -5 -0.2%
BWG
759
Boomfish Wealth Group
Georgia
$218K +$16.7K +220 +8%
NFG
760
Nations Financial Group
Iowa
$216K – – –
PCMK
761
Paragon Capital Management (Kansas)
Kansas
$216K -$26K -342 -10%
SRC
762
Stone Run Capital
New York
$215K – – –
BIM
763
Bridges Investment Management
Nebraska
$215K +$233K +3,060 New
FNT
764
First Nebraska Trust
Nebraska
$214K – – –
AWP
765
Abacus Wealth Partners
California
$213K +$6.24K +82 +3%
EWA
766
Emergent Wealth Advisors
New York
$212K -$57.1K -750 -20%
CAL
767
Capital Analysts LLC
Pennsylvania
$212K – – –
IWA
768
Icon Wealth Advisors
Texas
$212K -$301K -3,962 -57%
SIG
769
Stonegate Investment Group
Alabama
$211K +$9.66K +127 +4%
GPA
770
Garrison Point Advisors
California
$211K – – –
LFA
771
Legacy Financial Advisors
Kentucky
$209K +$8.29K +109 +4%
MWM
772
MGB Wealth Management
Texas
$208K -$438K -5,758 -66%
PCM
773
Prelude Capital Management
New York
$207K +$224K +2,950 New
SW
774
SMART Wealth
Nebraska
$204K +$1.52K +20 +0.7%
OHWP
775
Oak Harbor Wealth Partners
North Carolina
$203K -$2.43K -32 -1%
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