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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
JEST
826
JTC Employer Solutions Trustee
Jersey
$194K – – –
BWP
827
Baldwin Wealth Partners
Massachusetts
$193K +$96.4K +1,172 +109%
FFA
828
Farther Finance Advisors
California
$186K +$1.4K +17 +0.8%
PFBT
829
Parkside Financial Bank & Trust
Missouri
$181K +$82.2K +1,000 +90%
CFO
830
CVA Family Office
Colorado
$176K – – –
VNA
831
Valley National Advisers
Pennsylvania
$176K – – –
CH
832
Cromwell Holdings
Wyoming
$175K – – –
PP
833
Pacifica Partners
Canada
$173K – – –
NMG
834
New Millennium Group
Utah
$172K – – –
OPTFSNA
835
Old Point Trust & Financial Services N A
Virginia
$171K – – –
AT
836
Arlington Trust
Alabama
$150K – – –
HIA
837
Harbor Investment Advisory
Maryland
$143K -$4.11K -50 -3%
MG
838
Mather Group
Illinois
$136K -$822 -10 -0.6%
WAG
839
Wiser Advisor Group
Arizona
$135K +$1.4K +17 +1%
AA
840
Ancora Advisors
Ohio
$133K -$47.4K -576 -27%
CA
841
CoreCap Advisors
Michigan
$131K -$8.22K -100 -6%
TSMHT
842
Thurston Springer Miller Herd & Titak
Indiana
$125K -$4.6K -56 -4%
OC
843
Oakworth Capital
Alabama
$122K -$3.04K -37 -3%
MHR
844
Matthew Hamilton Rosenberg
$118K – – –
GCM
845
Gables Capital Management
Florida
$111K – – –
MPWT
846
MassMutual Private Wealth & Trust
Connecticut
$107K +$11.6K +141 +13%
HI
847
Harbour Investments
Wisconsin
$100K -$8.22K -100 -8%
CTA
848
Colonial Trust Advisors
South Carolina
$98.6K – – –
HPC
849
HM Payson & Co
Maine
$98.5K – – –
GWSG
850
GPS Wealth Strategies Group
Colorado
$97.3K -$10K -122 -10%
32 33
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35 36