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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
926
Sankala Group
Colorado
$10.8K – – –
TPCW
927
TD Private Client Wealth
New York
$10.7K +$4.54K +53 +75%
GKIM
928
GW&K Investment Management
Massachusetts
$10K – – –
PK
929
Pflug Koory
Nebraska
$9.96K – – –
SC
930
SouthState Corp
Florida
$9.96K – – –
SHIM
931
Stone House Investment Management
Pennsylvania
$9.62K +$343 +4 +4%
BIA
932
Bell Investment Advisors
California
$9.62K – – –
SIM
933
Synergy Investment Management
Florida
$9.49K +$8.91K +104 New
CTWM
934
Cherry Tree Wealth Management
Minnesota
$9.1K – – –
OCWP
935
Owl Creek Wealth Partners
Colorado
$9.1K – – –
AFC
936
Ares Financial Consulting
California
$8.75K – – –
PWA
937
Physician Wealth Advisors
Utah
$8.15K +$1.03K +12 +15%
RWM
938
Raffa Wealth Management
District of Columbia
$8.06K +$1.03K +12 +15%
NRG
939
Nemes Rush Group
Michigan
$7.37K – – –
PWMG
940
Private Wealth Management Group
New Jersey
$7.19K – – –
HWP
941
Highline Wealth Partners
California
$7.02K -$514 -6 -7%
CMP
942
Coston McIsaac & Partners
Maine
$7K – – –
TWD
943
True Wealth Design
Ohio
$6.5K -$86 -1 -1%
PMFA
944
Plante Moran Financial Advisors
Michigan
$6.33K – – –
WA
945
Whipplewood Advisors
Colorado
$6.24K -$15.9K -186 -72%
FC
946
Financial Consulate
Maryland
$5.98K +$3.17K +37 +116%
CFM
947
Cornerstone Financial Management
Massachusetts
$5.81K +$5.74K +67 New
WA
948
Westfuller Advisors
New York
$5.74K – – –
KG
949
Kilter Group
New York
$5.72K +$5.4K +63 +2,100%
HWA
950
HHM Wealth Advisors
Tennessee
$5.63K +$5.57K +65 New
36 37
38
39 40