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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
926
Private Trust Company
Ohio
$18.4K -$86.1K -1,120 -83%
SS
927
Sunbelt Securities
Texas
$18.2K -$11.9K -155 -38%
CSPIA
928
Cary Street Partners Investment Advisory
Virginia
$18.2K +$6.08K +79 +53%
RMC
929
Resources Management Corp
Connecticut
$18K – – –
MAWAG
930
Mid-American Wealth Advisory Group
Missouri
$17.7K +$17.2K +223 New
ST
931
Smithfield Trust
Pennsylvania
$17K – – –
SS
932
SBI Securities
Japan
$16.2K -$692 -9 -4%
BCWM
933
Ball & Co Wealth Management
Tennessee
$16K – – –
FFO
934
Fortitude Family Office
Arizona
$15.8K -$462 -6 -3%
SC
935
Solstein Capital
California
$13.9K +$13.5K +175 New
NRG
936
Nemes Rush Group
Michigan
$13.7K +$1K +13 +8%
SIS
937
Sound Income Strategies
Florida
$13.2K – – –
JWA
938
JFS Wealth Advisors
Pennsylvania
$12.9K +$1.69K +22 +16%
CPG
939
Cornerstone Planning Group
New Jersey
$12.2K -$16.5K -215 -57%
TCM
940
TD Capital Management
Tennessee
$11.9K +$11.5K +150 New
AA
941
Addison Advisors
Vermont
$11.8K -$18.1K -235 -61%
VWM
942
Vermillion Wealth Management
Minnesota
$11.3K – – –
OWP
943
ORG Wealth Partners
Texas
$11.1K – – –
CAM
944
Close Asset Management
United Kingdom
$11K +$6.15K +80 +133%
PGAM
945
Princeton Global Asset Management
New Jersey
$10.5K +$10.2K +133 New
BIA
946
Bell Investment Advisors
California
$10.4K -$2K -26 -17%
RTL
947
Red Tortoise LLC
Georgia
$10.2K – – –
TC
948
Tacita Capital
Ontario, Canada
$9.93K – – –
KIM
949
Kestra Investment Management
Texas
$9.19K – – –
PK
950
Pflug Koory
Nebraska
$9.12K – – –
36 37
38
39 40