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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
901
GW&K Investment Management
Massachusetts
$9K +$8.69K +110 New
BIA
902
Bell Investment Advisors
California
$8.73K +$1.03K +13 +13%
SHIM
903
Stone House Investment Management
Pennsylvania
$8.42K – – –
CTWM
904
Cherry Tree Wealth Management
Minnesota
$8.26K – – –
OCWP
905
Owl Creek Wealth Partners
Colorado
$8.26K +$8.3K +105 New
KFA
906
Kelleher Financial Advisors
New York
$7.93K -$1.11K -14 -12%
AFC
907
Ares Financial Consulting
California
$7.88K – – –
HWP
908
Highline Wealth Partners
California
$6.84K +$5.53K +70 +412%
NRG
909
Nemes Rush Group
Michigan
$6.69K – – –
BFS
910
Bare Financial Services
Pennsylvania
$6.69K +$1.74K +22 +35%
PWMG
911
Private Wealth Management Group
New Jersey
$6.53K – – –
TFA
912
Transamerica Financial Advisors
Florida
$6.49K +$4.58K +58 +242%
PWA
913
Physician Wealth Advisors
Utah
$6.45K – – –
RWM
914
Raffa Wealth Management
District of Columbia
$6.37K – – –
CMP
915
Coston McIsaac & Partners
Maine
$6K – – –
TWD
916
True Wealth Design
Ohio
$5.98K +$474 +6 +9%
SI
917
Sapience Investments
California
$5.9K +$5.93K +75 New
PMFA
918
Plante Moran Financial Advisors
Michigan
$5.74K – – –
TPCW
919
TD Private Client Wealth
New York
$5.57K +$1.11K +14 +25%
WA
920
Westfuller Advisors
New York
$5.21K – – –
SS
921
SBI Securities
Japan
$5.11K -$158 -2 -3%
HIA
922
HFM Investment Advisors
New Jersey
$4.88K – – –
RF
923
Rossby Financial
Florida
$4.68K +$2.92K +37 +161%
TC
924
Truvestments Capital
Florida
$4.48K +$4.5K +57 New
KA
925
Kozak & Associates
Colorado
$4.23K – – –
35 36
37
38 39