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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
901
Albion Financial Group
Utah
$8.64K +$8.86K +116 New
PK
902
Pflug Koory
Nebraska
$8.57K – – –
SC
903
SouthState Corp
Florida
$8.57K – – –
SHIM
904
Stone House Investment Management
Pennsylvania
$8.2K +$611 +8 +8%
NWM
905
Navigoe Wealth Management
California
$8K +$8.48K +111 New
CTWM
906
Cherry Tree Wealth Management
Minnesota
$7.82K – – –
PWA
907
Physician Wealth Advisors
Utah
$7.6K – – –
KFA
908
Kelleher Financial Advisors
New York
$7.45K +$7.64K +100 New
TWD
909
True Wealth Design
Ohio
$7.08K +$4.74K +62 +188%
TSMHT
910
Thurston Springer Miller Herd & Titak
Indiana
$6.93K -$157K -2,060 -96%
ME
911
McIlrath & Eck
Washington
$6.63K – – –
MNA
912
Manning & Napier Advisors
New York
$6.26K -$21.4M -279,699 -100%
PWMG
913
Private Wealth Management Group
New Jersey
$6.18K – – –
CMP
914
Coston McIsaac & Partners
Maine
$6K – – –
PMFA
915
Plante Moran Financial Advisors
Michigan
$5.44K – – –
GA
916
Guerra Advisors
Florida
$5.36K +$5.5K +72 New
BFS
917
Bare Financial Services
Pennsylvania
$5.29K +$688 +9 +15%
SS
918
SBI Securities
Japan
$5.21K -$10.2K -134 -66%
BI
919
Binnacle Investments
Iowa
$5.21K – – –
WA
920
Westfuller Advisors
New York
$4.93K +$5.04K +66 New
W
921
WealthCollab
Washington
$4.77K +$1.15K +15 +31%
ETC
922
Exchange Traded Concepts
Oklahoma
$4.77K -$14.9K -195 -75%
HIA
923
HFM Investment Advisors
New Jersey
$4.62K – – –
PCM
924
Penserra Capital Management
California
$4K -$1.6K -21 -27%
KA
925
Kozak & Associates
Colorado
$3.66K – – –
35 36
37
38 39