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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
BMM
776
Buffington Mohr McNeal
Idaho
$234K – – –
BFM
777
Boston Financial Management
Massachusetts
$234K +$222K +2,650 New
HWA
778
Heritage Wealth Advisors
Virginia
$231K – – –
BS
779
Banco Santander
Spain
$231K +$220K +2,624 New
FW
780
FirstPurpose Wealth
Utah
$230K +$219K +2,611 New
BFO
781
Boston Family Office
Massachusetts
$228K – – –
OWA
782
Opal Wealth Advisors
New York
$227K -$92.1K -1,097 -30%
IC
783
Inscription Capital
Texas
$225K +$214K +2,553 New
PL
784
Perpetual Ltd
Australia
$225K -$3.94K -47 -2%
QI
785
Qtron Investments
Massachusetts
$222K – – –
OPTFSNA
786
Old Point Trust & Financial Services N A
Virginia
$220K – – –
RIL
787
Rothschild Investment LLC
Illinois
$216K -$16.8K -200 -8%
SQA
788
Simon Quick Advisors
New Jersey
$215K +$205K +2,437 New
PWMAG
789
Pinnacle Wealth Management Advisory Group
New Jersey
$214K +$204K +2,429 New
BFEC
790
Benjamin F. Edwards & Company
Missouri
$214K +$8.06K +96 +4%
S
791
Sunpointe
Missouri
$213K +$202K +2,406 New
AP
792
Atwood & Palmer
Missouri
$212K – – –
KTA
793
Keeley-Teton Advisors
Illinois
$211K +$201K +2,396 New
NHC
794
Nicholas Hoffman & Company
Georgia
$211K +$201K +2,395 New
WFI
795
West Family Investments
California
$209K +$199K +2,375 New
SIG
796
Stonegate Investment Group
Alabama
$208K +$198K +2,362 New
GT
797
Glenview Trust
Kentucky
$204K +$194K +2,315 New
SS
798
Sunbelt Securities
Texas
$204K +$5.46K +65 +3%
EPP
799
ETF Portfolio Partners
Kansas
$203K +$194K +2,307 New
ACM
800
Advisors Capital Management
New Jersey
$202K +$192K +2,288 New
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