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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
901
Householder Group Estate & Retirement Specialist
Arizona
$21.2K – – –
IGWM
902
ICA Group Wealth Management
Colorado
$21.1K -$4.11K -49 -17%
RMC
903
Resources Management Corp
Connecticut
$20K – – –
IFAM
904
Institutional & Family Asset Management
Colorado
$18.6K +$1.85K +22 +12%
FFO
905
Fortitude Family Office
Arizona
$18.1K – – –
SC
906
SouthState Corp
Florida
$17.6K – – –
CA
907
Continuum Advisory
Idaho
$16.4K +$16.7K +199 New
AGWCA
908
Annis Gardner Whiting Capital Advisors
Florida
$16.3K +$15.4K +184 New
HF
909
Halpern Financial
Virginia
$16.2K – – –
AA
910
Addison Advisors
Vermont
$15.7K – – –
EL
911
EMFO LLC
Florida
$15.7K – – –
VL
912
Vima LLC
Michigan
$15.4K – – –
FMP
913
Financial Management Professionals
Texas
$15K +$252 +3 +2%
SIS
914
Sound Income Strategies
Florida
$14.7K +$14K +167 New
SHIM
915
Stone House Investment Management
Pennsylvania
$14K – – –
JWA
916
JFS Wealth Advisors
Pennsylvania
$13.7K +$168 +2 +1%
PCMC
917
Planning Capital Management Corporation
Pennsylvania
$13.5K – – –
SAM
918
Smartleaf Asset Management
Massachusetts
$13.3K +$12.6K +150 New
RFA
919
Register Financial Advisors
Georgia
$12.7K +$12.1K +144 New
FMII
920
Farmers & Merchants Investments Inc
Nebraska
$12.5K – – –
LSA
921
Leonteq Securities AG
Switzerland
$12.1K +$10.4K +124 +954%
CFD
922
Creative Financial Designs
Indiana
$12K – – –
CB
923
Centennial Bank
Arkansas
$11.9K – – –
BIA
924
Bell Investment Advisors
California
$11.3K +$2.02K +24 +23%
RTL
925
Red Tortoise LLC
Georgia
$11.2K +$10.7K +127 New
35 36
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38 39