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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
JGIA
776
Jackson Grant Investment Advisers
Connecticut
$227K – – –
LSAG
777
Lake Street Advisors Group
New Hampshire
$226K -$35.8K -440 -13%
SP
778
Successful Portfolios
Florida
$224K -$23.4K -288 -9%
SMA
779
Sage Mountain Advisors
Georgia
$223K +$230K +2,827 New
1WA
780
180 Wealth Advisors
Washington
$222K – – –
TCM
781
Tuttle Capital Management
Connecticut
$222K +$227K +2,792 New
M
782
Mirova
France
$220K – – –
HC
783
Hara Capital
Washington
$220K – – –
NIM
784
NEOS Investment Management
Connecticut
$219K -$87.3K -1,073 -28%
C
785
Certuity
Florida
$217K +$225K +2,760 New
AWM
786
AE Wealth Management
Kansas
$217K +$225K +2,759 New
NFG
787
Nations Financial Group
Iowa
$216K -$2.44K -30 -1%
FWP
788
FAS Wealth Partners
Kansas
$216K +$81 +1 +0%
S
789
Sunpointe
Missouri
$215K +$25.6K +314 +13%
MWM
790
Mattern Wealth Management
Kansas
$214K – – –
BP
791
BBR Partners
New York
$214K -$28.6K -351 -11%
FCP
792
Fidelis Capital Partners
Florida
$214K +$2.04K +25 +0.9%
BMM
793
Buffington Mohr McNeal
Idaho
$210K +$1.22K +15 +0.6%
AGC
794
Aspen Grove Capital
Colorado
$209K -$40.8K -501 -16%
EWM
795
Evercore Wealth Management
New York
$209K -$5.94K -73 -3%
VC
796
Veracity Capital
Georgia
$209K -$4.64K -57 -2%
BFM
797
Boston Financial Management
Massachusetts
$207K -$1.22K -15 -0.6%
HWA
798
Heritage Wealth Advisors
Virginia
$207K – – –
BS
799
Banco Santander
Spain
$207K – – –
BFO
800
Boston Family Office
Massachusetts
$204K – – –
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