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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
926
Resources Management Corp
Connecticut
$19K – – –
FMP
927
Financial Management Professionals
Texas
$18K +$8.14K +99 +87%
FFO
928
Fortitude Family Office
Arizona
$17.5K – – –
SWM
929
Sugarloaf Wealth Management
Georgia
$16.1K +$15.5K +188 New
VCM
930
Versant Capital Management
Arizona
$15.8K +$9.95K +121 +192%
CA
931
Continuum Advisory
Idaho
$15.6K +$2.88K +35 +20%
HF
932
Halpern Financial
Virginia
$15.4K – – –
SIS
933
Sound Income Strategies
Florida
$14.3K – – –
SHIM
934
Stone House Investment Management
Pennsylvania
$13.6K – – –
FCA
935
FinTrust Capital Advisors
South Carolina
$12.8K +$3.37K +41 +38%
JWA
936
JFS Wealth Advisors
Pennsylvania
$12.2K – – –
FMII
937
Farmers & Merchants Investments Inc
Nebraska
$12.1K – – –
OWP
938
ORG Wealth Partners
Texas
$11.8K +$11.3K +138 New
BIA
939
Bell Investment Advisors
California
$11.5K – – –
CPG
940
Cornerstone Planning Group
New Jersey
$11K +$247 +3 +2%
RTL
941
Red Tortoise LLC
Georgia
$10.9K – – –
CIA
942
Cape Investment Advisory
Georgia
$10.4K – – –
TPW
943
Talon Private Wealth
Florida
$10.2K +$9.78K +119 New
PK
944
Pflug Koory
Nebraska
$9.84K +$9.46K +115 New
BIG
945
Brooklyn Investment Group
New York
$9.24K +$8.88K +108 New
CTWM
946
Cherry Tree Wealth Management
Minnesota
$8.98K – – –
JIP
947
Jaffetilchin Investment Partners
Florida
$8.58K +$8.22K +100 New
EBA
948
Eagle Bay Advisors
New York
$8.04K -$2.55K -31 -25%
SC
949
Steph & Co
Wisconsin
$7.87K +$7.56K +92 New
KWAG
950
Kiely Wealth Advisory Group
North Carolina
$7.71K +$8.22K +100 New
36 37
38
39 40