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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
901
Stone House Investment Management
Pennsylvania
$8.42K – – –
CTWM
902
Cherry Tree Wealth Management
Minnesota
$8.26K – – –
OCWP
903
Owl Creek Wealth Partners
Colorado
$8.26K +$8.3K +105 New
KFA
904
Kelleher Financial Advisors
New York
$7.93K -$1.11K -14 -12%
AFC
905
Ares Financial Consulting
California
$7.88K – – –
HWP
906
Highline Wealth Partners
California
$6.84K +$5.53K +70 +412%
NRG
907
Nemes Rush Group
Michigan
$6.69K – – –
BFS
908
Bare Financial Services
Pennsylvania
$6.69K +$1.74K +22 +35%
PWMG
909
Private Wealth Management Group
New Jersey
$6.53K – – –
TFA
910
Transamerica Financial Advisors
Florida
$6.49K +$4.58K +58 +242%
PWA
911
Physician Wealth Advisors
Utah
$6.45K – – –
RWM
912
Raffa Wealth Management
District of Columbia
$6.37K – – –
CMP
913
Coston McIsaac & Partners
Maine
$6K – – –
TWD
914
True Wealth Design
Ohio
$5.98K +$474 +6 +9%
SI
915
Sapience Investments
California
$5.9K +$5.93K +75 New
PMFA
916
Plante Moran Financial Advisors
Michigan
$5.74K – – –
TPCW
917
TD Private Client Wealth
New York
$5.57K +$1.11K +14 +25%
WA
918
Westfuller Advisors
New York
$5.21K – – –
SS
919
SBI Securities
Japan
$5.11K -$158 -2 -3%
HIA
920
HFM Investment Advisors
New Jersey
$4.88K – – –
RF
921
Rossby Financial
Florida
$4.68K +$2.92K +37 +161%
TC
922
Truvestments Capital
Florida
$4.48K +$4.5K +57 New
KA
923
Kozak & Associates
Colorado
$4.23K – – –
PB
924
Prosperity Bancshares
Texas
$4.09K -$23.7K -300 -85%
NSIM
925
North Star Investment Management
Illinois
$4.09K -$553 -7 -12%
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38 39