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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
876
Core Alternative Capital
Georgia
$21.5K +$22K +288 New
CW
877
Curio Wealth
Maryland
$18.6K – – –
AWM
878
Abound Wealth Management
Tennessee
$18.1K +$18.6K +243 New
ZBNA
879
Zions Bancorporation, National Association
Utah
$18K -$2.75K -36 -13%
BTC
880
Bank & Trust Company
Illinois
$18K – – –
TC
881
Tacita Capital
Ontario, Canada
$17.7K +$8.56K +112 +90%
RMC
882
Resources Management Corp
Connecticut
$17K – – –
AA
883
Addison Advisors
Vermont
$16.5K +$5.58K +73 +49%
ST
884
Smithfield Trust
Pennsylvania
$16K – – –
HBW
885
Hazlett, Burt & Watson
West Virginia
$16K +$11K +144 +200%
NMG
886
New Millennium Group
Utah
$15.7K -$43K -563 -73%
RFP
887
Root Financial Partners
California
$15.2K +$15.6K +204 New
BCWM
888
Ball & Co Wealth Management
Tennessee
$15K +$76 +1 +0.5%
FFO
889
Fortitude Family Office
Arizona
$14.8K – – –
SC
890
Solstein Capital
California
$13K – – –
SIS
891
Sound Income Strategies
Florida
$12.6K – – –
JWA
892
JFS Wealth Advisors
Pennsylvania
$12.1K – – –
NRG
893
Nemes Rush Group
Michigan
$11.9K -$993 -13 -8%
TCM
894
TD Capital Management
Tennessee
$11.2K – – –
VWM
895
Vermillion Wealth Management
Minnesota
$10.6K – – –
BIA
896
Bell Investment Advisors
California
$10.3K +$535 +7 +5%
OWP
897
ORG Wealth Partners
Texas
$10.3K – – –
CAM
898
Close Asset Management
United Kingdom
$10K – – –
PGAM
899
Princeton Global Asset Management
New Jersey
$9.91K – – –
RTL
900
Red Tortoise LLC
Georgia
$9.56K – – –
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