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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
776
180 Wealth Advisors
Washington
$235K +$8.06K +96 +4%
ESB
777
Essex Savings Bank
Connecticut
$234K – – –
BMM
778
Buffington Mohr McNeal
Idaho
$234K – – –
BFM
779
Boston Financial Management
Massachusetts
$234K +$222K +2,650 New
HWA
780
Heritage Wealth Advisors
Virginia
$231K – – –
BS
781
Banco Santander
Spain
$231K +$220K +2,624 New
FW
782
FirstPurpose Wealth
Utah
$230K +$219K +2,611 New
BFO
783
Boston Family Office
Massachusetts
$228K – – –
OWA
784
Opal Wealth Advisors
New York
$227K -$92.1K -1,097 -30%
IC
785
Inscription Capital
Texas
$225K +$214K +2,553 New
PL
786
Perpetual Ltd
Australia
$225K -$3.94K -47 -2%
QI
787
Qtron Investments
Massachusetts
$222K – – –
OPTFSNA
788
Old Point Trust & Financial Services N A
Virginia
$220K – – –
RIL
789
Rothschild Investment LLC
Illinois
$216K -$16.8K -200 -8%
SQA
790
Simon Quick Advisors
New Jersey
$215K +$205K +2,437 New
PWMAG
791
Pinnacle Wealth Management Advisory Group
New Jersey
$214K +$204K +2,429 New
BFEC
792
Benjamin F. Edwards & Company
Missouri
$214K +$8.06K +96 +4%
S
793
Sunpointe
Missouri
$213K +$202K +2,406 New
AP
794
Atwood & Palmer
Missouri
$212K – – –
KTA
795
Keeley-Teton Advisors
Illinois
$211K +$201K +2,396 New
NHC
796
Nicholas Hoffman & Company
Georgia
$211K +$201K +2,395 New
WFI
797
West Family Investments
California
$209K +$199K +2,375 New
SIG
798
Stonegate Investment Group
Alabama
$208K +$198K +2,362 New
GT
799
Glenview Trust
Kentucky
$204K +$194K +2,315 New
SS
800
Sunbelt Securities
Texas
$204K +$5.46K +65 +3%
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