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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
801
Parkside Financial Bank & Trust
Missouri
$149K +$989 +13 +0.6%
GBT
802
Grove Bank & Trust
Florida
$149K +$144K +1,891 +815%
M
803
MOTCO
Texas
$144K – – –
VNA
804
Valley National Advisers
Pennsylvania
$144K – – –
OPTFSNA
805
Old Point Trust & Financial Services N A
Virginia
$140K – – –
TSMHT
806
Thurston Springer Miller Herd & Titak
Indiana
$139K +$26.2K +344 +21%
PP
807
Pacifica Partners
Canada
$135K -$7.61K -100 -5%
WAG
808
Wiser Advisor Group
Arizona
$125K +$3.88K +51 +3%
BBHC
809
Brown Brothers Harriman & Co
New York
$123K -$1.29K -17 -1%
AT
810
Arlington Trust
Alabama
$123K – – –
HIA
811
Harbor Investment Advisory
Maryland
$119K – – –
JAM
812
JCIC Asset Management
Ontario, Canada
$117K -$5.08M -66,819 -98%
FFA
813
Farther Finance Advisors
California
$116K -$28.1K -370 -18%
OWA
814
Opal Wealth Advisors
New York
$114K +$124K +1,629 New
MPWT
815
MassMutual Private Wealth & Trust
Connecticut
$111K +$25K +329 +26%
MG
816
Mather Group
Illinois
$109K -$1.52K -20 -1%
OC
817
Oakworth Capital
Alabama
$108K +$9.43K +124 +9%
CA
818
CoreCap Advisors
Michigan
$108K – – –
CCM
819
Cloud Capital Management
Washington
$104K +$113K +1,482 New
HDIM
820
Hanson & Doremus Investment Management
Vermont
$103K -$2.05K -27 -2%
GSWM
821
Golden State Wealth Management
California
$102K -$23.4K -308 -17%
CH
822
Cromwell Holdings
Wyoming
$99.8K -$3.42K -45 -3%
CFO
823
CVA Family Office
Colorado
$98.4K – – –
1IA
824
1620 Investment Advisors
Massachusetts
$97.9K +$2.13K +28 +2%
JFGIW
825
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$97.7K +$103K +1,359 +4,384%
31 32
33
34 35