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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
776
Lake Street Advisors Group
New Hampshire
$226K -$35.8K -440 -13%
SP
777
Successful Portfolios
Florida
$224K -$23.4K -288 -9%
SMA
778
Sage Mountain Advisors
Georgia
$223K +$230K +2,827 New
1WA
779
180 Wealth Advisors
Washington
$222K – – –
TCM
780
Tuttle Capital Management
Connecticut
$222K +$227K +2,792 New
M
781
Mirova
France
$220K – – –
HC
782
Hara Capital
Washington
$220K – – –
NIM
783
NEOS Investment Management
Connecticut
$219K -$87.3K -1,073 -28%
C
784
Certuity
Florida
$217K +$225K +2,760 New
AWM
785
AE Wealth Management
Kansas
$217K +$225K +2,759 New
NFG
786
Nations Financial Group
Iowa
$216K -$2.44K -30 -1%
FWP
787
FAS Wealth Partners
Kansas
$216K +$81 +1 +0%
S
788
Sunpointe
Missouri
$215K +$25.6K +314 +13%
MWM
789
Mattern Wealth Management
Kansas
$214K – – –
BP
790
BBR Partners
New York
$214K -$28.6K -351 -11%
FCP
791
Fidelis Capital Partners
Florida
$214K +$2.04K +25 +0.9%
BMM
792
Buffington Mohr McNeal
Idaho
$210K +$1.22K +15 +0.6%
AGC
793
Aspen Grove Capital
Colorado
$209K -$40.8K -501 -16%
EWM
794
Evercore Wealth Management
New York
$209K -$5.94K -73 -3%
VC
795
Veracity Capital
Georgia
$209K -$4.64K -57 -2%
BFM
796
Boston Financial Management
Massachusetts
$207K -$1.22K -15 -0.6%
HWA
797
Heritage Wealth Advisors
Virginia
$207K – – –
BS
798
Banco Santander
Spain
$207K – – –
BFO
799
Boston Family Office
Massachusetts
$204K – – –
AAM
800
Aureus Asset Management
Massachusetts
$203K -$36K -442 -15%
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