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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
751
Alerus Financial
North Dakota
$239K -$38K -494 -14%
QWM
752
Quaker Wealth Management
New Jersey
$238K +$231K +3,002 New
GPA
753
Garrison Point Advisors
California
$238K – – –
CAL
754
Capital Analysts LLC
Pennsylvania
$237K -$2.46K -32 -1%
AWP
755
Abacus Wealth Partners
California
$236K -$4.77K -62 -2%
XT
756
XTX Topco
Cayman Islands
$235K -$4.26M -55,442 -95%
JSW
757
Journey Strategic Wealth
New Jersey
$234K -$352K -4,582 -61%
AG
758
Ascent Group
Virginia
$233K -$25.5K -331 -10%
OCA
759
Otter Creek Advisors
Florida
$233K -$1.61M -20,981 -88%
SW
760
SMART Wealth
Nebraska
$233K +$2.23K +29 +1%
VNA
761
Valley National Advisers
Pennsylvania
$231K +$67.1K +872 +42%
ACA
762
Anchor Capital Advisors
Massachusetts
$230K -$24.4K -317 -10%
OHWP
763
Oak Harbor Wealth Partners
North Carolina
$229K – – –
BI
764
Berkeley Inc
Idaho
$229K – – –
MCM
765
Marathon Capital Management
Maryland
$229K – – –
WAM
766
Westport Asset Management
Connecticut
$229K – – –
JGIA
767
Jackson Grant Investment Advisers
Connecticut
$228K – – –
CIG
768
CHB Investment Group
Pennsylvania
$227K – – –
SQA
769
Simon Quick Advisors
New Jersey
$226K -$182K -2,366 -45%
SI
770
Scharf Investments
California
$226K +$219K +2,853 New
LFA
771
Legacy Financial Advisors
Kentucky
$226K -$9K -117 -4%
NWAG
772
Net Worth Advisory Group
Utah
$226K +$219K +2,852 New
MWM
773
Mission Wealth Management
California
$225K +$218K +2,839 New
SMA
774
Sage Mountain Advisors
Georgia
$224K +$217K +2,826 New
PWM
775
Perigon Wealth Management
California
$224K -$30.8K -400 -12%
29 30
31
32 33