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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
926
Cornerstone Planning Group
New Jersey
$10.6K +$1.06K +13 +10%
BIA
927
Bell Investment Advisors
California
$10.6K +$488 +6 +5%
RTL
928
Red Tortoise LLC
Georgia
$10K +$81 +1 +0.8%
EBA
929
Eagle Bay Advisors
New York
$9.86K +$977 +12 +11%
CIA
930
Cape Investment Advisory
Georgia
$9.61K +$9.93K +122 New
FMP
931
Financial Management Professionals
Texas
$9K -$4.15K -51 -31%
AA
932
Addison Advisors
Vermont
$8.9K -$5.29K -65 -37%
FCA
933
FinTrust Capital Advisors
South Carolina
$8.58K – – –
CTWM
934
Cherry Tree Wealth Management
Minnesota
$8.27K – – –
CAL
935
Capital Analysts LLC
Pennsylvania
$8K -$2.52K -31 -24%
NRG
936
Nemes Rush Group
Michigan
$6.69K -$49.3K -606 -88%
PWMG
937
Private Wealth Management Group
New Jersey
$6.54K -$14K -172 -67%
FFA
938
Frazier Financial Advisors
Ohio
$6.3K – – –
CMP
939
Coston McIsaac & Partners
Maine
$6K – – –
HBW
940
Hazlett, Burt & Watson
West Virginia
$6K – – –
PCM
941
Penserra Capital Management
California
$6K – – –
VCM
942
Versant Capital Management
Arizona
$4.96K – – –
CWC
943
Carolinas Wealth Consulting
North Carolina
$4.62K -$81K -995 -94%
CAM
944
Creekmur Asset Management
Illinois
$3.97K +$4.07K +50 New
KPP
945
Kings Path Partners
Texas
$3.94K +$4.07K +50 New
YAL
946
Your Advocates Ltd
Texas
$3.54K – – –
SAG
947
Spotlight Asset Group
Illinois
$3.46K – – –
TWP
948
Triad Wealth Partners
Kansas
$3.46K +$3.58K +44 New
OW
949
Olistico Wealth
Oklahoma
$3.39K +$3.5K +43 New
IGWM
950
ICA Group Wealth Management
Colorado
$2.99K -$16.4K -201 -84%
36 37
38
39 40