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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
876
Core Alternative Capital
Georgia
$21.2K – – –
QA
877
Quattro Advisors
Pennsylvania
$20.5K +$20.5K +279 New
CW
878
Curio Wealth
Maryland
$18.6K – – –
BFPW
879
BOK Financial Private Wealth
Colorado
$18.4K +$18.4K +250 New
BTC
880
Bank & Trust Company
Illinois
$17.8K – – –
ZBNA
881
Zions Bancorporation, National Association
Utah
$17.8K – – –
CCM
882
Chilton Capital Management
Texas
$17.2K -$13K -176 -43%
RMC
883
Resources Management Corp
Connecticut
$17K – – –
ST
884
Smithfield Trust
Pennsylvania
$17K +$589 +8 +4%
HBW
885
Hazlett, Burt & Watson
West Virginia
$16K – – –
NMG
886
New Millennium Group
Utah
$15.6K – – –
BCWM
887
Ball & Co Wealth Management
Tennessee
$15K – – –
FFO
888
Fortitude Family Office
Arizona
$14.6K -$74 -1 -0.5%
SC
889
Solstein Capital
California
$12.9K – – –
SIS
890
Sound Income Strategies
Florida
$12.1K – – –
TC
891
Tacita Capital
Ontario, Canada
$11.8K -$5.67K -77 -32%
UFPG
892
United Financial Planning Group
New York
$11.6K +$11.6K +157 New
JWA
893
JFS Wealth Advisors
Pennsylvania
$11.5K -$515 -7 -4%
TCM
894
TD Capital Management
Tennessee
$11K – – –
AA
895
Addison Advisors
Vermont
$11K -$5.37K -73 -33%
VWM
896
Vermillion Wealth Management
Minnesota
$10.5K – – –
SG
897
Sankala Group
Colorado
$10.1K +$8.46K +115 New
OC
898
Optima Capital
Oregon
$10K +$10K +136 New
PGAM
899
Princeton Global Asset Management
New Jersey
$9.79K – – –
RTL
900
Red Tortoise LLC
Georgia
$9.47K +$74 +1 +0.8%
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36
37 38