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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
826
Golden State Wealth Management
California
$137K +$20.7K +269 +18%
BIG
827
Brooklyn Investment Group
New York
$135K +$52.8K +686 +67%
HIA
828
Harbor Investment Advisory
Maryland
$134K – – –
OWA
829
Opal Wealth Advisors
New York
$125K -$4.31K -56 -3%
CA
830
CoreCap Advisors
Michigan
$122K – – –
HDIM
831
Hanson & Doremus Investment Management
Vermont
$117K – – –
JFGIW
832
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$115K +$4.85K +63 +5%
OC
833
Oakworth Capital
Alabama
$112K -$9.54K -124 -8%
1IA
834
1620 Investment Advisors
Massachusetts
$112K +$1.15K +15 +1%
CFO
835
CVA Family Office
Colorado
$111K – – –
SHM
836
Sagard Holdings Management
Ontario, Canada
$108K +$104K +1,355 New
EWA
837
EverSource Wealth Advisors
Alabama
$104K +$28.4K +369 +39%
GCM
838
Gables Capital Management
Florida
$103K – – –
PB
839
Pinnacle Bancorp
Nebraska
$99.1K – – –
MPWT
840
MassMutual Private Wealth & Trust
Connecticut
$98.8K -$25.5K -332 -21%
AA
841
Ancora Advisors
Ohio
$95.9K -$11.5K -150 -11%
MHR
842
Matthew Hamilton Rosenberg
$94.1K – – –
CTA
843
Colonial Trust Advisors
South Carolina
$91.4K – – –
RC
844
Rexford Capital
Texas
$91.2K +$88.5K +1,150 New
MMCM
845
Murphy & Mullick Capital Management
New York
$90.5K – – –
DJSG
846
D.J. St. Germain
Massachusetts
$89.2K – – –
AG
847
AmeriFlex Group
Nevada
$88.9K -$2.08K -27 -2%
BHWM
848
Beaird Harris Wealth Management
Texas
$88.9K – – –
WTC
849
WhitTier Trust Company
Nevada
$87.9K +$2.54K +33 +3%
SN
850
Sittner & Nelson
Oregon
$87.2K – – –
32 33
34
35 36