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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
OCWP
926
Owl Creek Wealth Partners
Colorado
$9.1K – – –
AFC
927
Ares Financial Consulting
California
$8.75K – – –
PWA
928
Physician Wealth Advisors
Utah
$8.15K +$1.03K +12 +15%
RWM
929
Raffa Wealth Management
District of Columbia
$8.06K +$1.03K +12 +15%
NRG
930
Nemes Rush Group
Michigan
$7.37K – – –
PWMG
931
Private Wealth Management Group
New Jersey
$7.19K – – –
HWP
932
Highline Wealth Partners
California
$7.02K -$514 -6 -7%
CMP
933
Coston McIsaac & Partners
Maine
$7K – – –
TWD
934
True Wealth Design
Ohio
$6.5K -$86 -1 -1%
PMFA
935
Plante Moran Financial Advisors
Michigan
$6.33K – – –
WA
936
Whipplewood Advisors
Colorado
$6.24K -$15.9K -186 -72%
FC
937
Financial Consulate
Maryland
$5.98K +$3.17K +37 +116%
CFM
938
Cornerstone Financial Management
Massachusetts
$5.81K +$5.74K +67 New
WA
939
Westfuller Advisors
New York
$5.74K – – –
KG
940
Kilter Group
New York
$5.72K +$5.4K +63 +2,100%
HWA
941
HHM Wealth Advisors
Tennessee
$5.63K +$5.57K +65 New
SS
942
SBI Securities
Japan
$5.63K – – –
BFPW
943
BOK Financial Private Wealth
Colorado
$5.38K +$5.31K +62 New
HIA
944
HFM Investment Advisors
New Jersey
$5.37K – – –
JWA
945
JFS Wealth Advisors
Pennsylvania
$5.11K +$3.08K +36 +157%
PCM
946
Penserra Capital Management
California
$5K +$771 +9 +17%
PJC
947
Phillip James Consulting
Minnesota
$4.77K – – –
KFAS
948
Keating Financial Advisory Services
Kansas
$4.68K +$343 +4 +8%
NSIM
949
North Star Investment Management
Illinois
$4.51K – – –
PB
950
Prosperity Bancshares
Texas
$4.51K – – –
36 37
38
39 40