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Canadian Pacific Kansas City
CP

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