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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
951
Hazlett, Burt & Watson
West Virginia
$6K – – –
PCM
952
Penserra Capital Management
California
$6K +$247 +3 +4%
CWC
953
Carolinas Wealth Consulting
North Carolina
$5.44K +$411 +5 +8%
JFGIW
954
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.06K +$4.85K +59 New
HWP
955
Highline Wealth Partners
California
$4.96K +$2.55K +31 +115%
AWM
956
Abound Wealth Management
Tennessee
$4.29K +$1.97K +24 +92%
KPP
957
Kings Path Partners
Texas
$4.28K – – –
YAL
958
Your Advocates Ltd
Texas
$3.85K – – –
OW
959
Olistico Wealth
Oklahoma
$3.68K – – –
OLVIG
960
Oliver Lagore Vanvalin Investment Group
Michigan
$3.25K – – –
BGAI
961
Bruce G. Allen Investments
Colorado
$2.82K -$329 -4 -11%
CAS
962
Coppell Advisory Solutions
Texas
$2.73K – – –
FFA
963
Frazier Financial Advisors
Ohio
$2.65K -$4.03K -49 -61%
CFG
964
Copley Financial Group
California
$2.57K +$2.47K +30 New
TCA
965
Trifecta Capital Advisors
Illinois
$2.4K – – –
IRC
966
Investors Research Corp
Georgia
$2.22K – – –
HWA
967
HHM Wealth Advisors
Tennessee
$2.14K +$2.06K +25 New
GSEP
968
Golden State Equity Partners
California
$1.97K -$375K -4,560 -99%
RWM
969
Raffa Wealth Management
District of Columbia
$1.97K – – –
PPC
970
Park Place Capital
Alabama
$1.8K -$44K -535 -96%
TWD
971
True Wealth Design
Ohio
$1.71K – – –
IAIM
972
International Assets Investment Management
Florida
$1.52K +$10.7M +130,212 New
JFA
973
JNBA Financial Advisors
Minnesota
$1.28K – – –
PFA
974
Pathway Financial Advisers
Indiana
$1.21K +$8.39M +101,989 +8,457%
RFS
975
Richardson Financial Services
Massachusetts
$1.15K +$576 +7 +100%
37 38
39
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