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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWC
901
Spectrum Wealth Counsel
Indiana
$22K – – –
GBT
902
Grove Bank & Trust
Florida
$21.4K – – –
HGERS
903
Householder Group Estate & Retirement Specialist
Arizona
$21.2K – – –
IGWM
904
ICA Group Wealth Management
Colorado
$21.1K -$4.11K -49 -17%
RMC
905
Resources Management Corp
Connecticut
$20K – – –
IFAM
906
Institutional & Family Asset Management
Colorado
$18.6K +$1.85K +22 +12%
FFO
907
Fortitude Family Office
Arizona
$18.1K – – –
SC
908
SouthState Corp
Florida
$17.6K – – –
CA
909
Continuum Advisory
Idaho
$16.4K +$16.7K +199 New
AGWCA
910
Annis Gardner Whiting Capital Advisors
Florida
$16.3K +$15.4K +184 New
HF
911
Halpern Financial
Virginia
$16.2K – – –
AA
912
Addison Advisors
Vermont
$15.7K – – –
EL
913
EMFO LLC
Florida
$15.7K – – –
VL
914
Vima LLC
Michigan
$15.4K – – –
FMP
915
Financial Management Professionals
Texas
$15K +$252 +3 +2%
SIS
916
Sound Income Strategies
Florida
$14.7K +$14K +167 New
SHIM
917
Stone House Investment Management
Pennsylvania
$14K – – –
JWA
918
JFS Wealth Advisors
Pennsylvania
$13.7K +$168 +2 +1%
PCMC
919
Planning Capital Management Corporation
Pennsylvania
$13.5K – – –
SAM
920
Smartleaf Asset Management
Massachusetts
$13.3K +$12.6K +150 New
RFA
921
Register Financial Advisors
Georgia
$12.7K +$12.1K +144 New
FMII
922
Farmers & Merchants Investments Inc
Nebraska
$12.5K – – –
LSA
923
Leonteq Securities AG
Switzerland
$12.1K +$10.4K +124 +954%
CFD
924
Creative Financial Designs
Indiana
$12K – – –
CB
925
Centennial Bank
Arkansas
$11.9K – – –
35 36
37
38 39