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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
951
Cornerstone Planning Group
New Jersey
$9.85K -$1.46K -19 -13%
RTL
952
Red Tortoise LLC
Georgia
$9.25K – – –
TC
953
Tacita Capital
Ontario, Canada
$9.03K -$462K -5,992 -98%
CAS
954
Coppell Advisory Solutions
Texas
$8.99K +$7.17K +93 +291%
TPW
955
Talon Private Wealth
Florida
$8.61K – – –
PK
956
Pflug Koory
Nebraska
$8.32K – – –
KWAG
957
Kiely Wealth Advisory Group
North Carolina
$7.81K – – –
CTWM
958
Cherry Tree Wealth Management
Minnesota
$7.6K – – –
API
959
Asset Planning Inc
California
$7.24K +$7.71K +100 New
FMP
960
Financial Management Professionals
Texas
$7.17K -$8.78K -114 -54%
CIA
961
Cape Investment Advisory
Georgia
$6.88K -$2.08K -27 -22%
OA
962
Operose Advisors
Wisconsin
$6.88K +$7.32K +95 New
ME
963
McIlrath & Eck
Washington
$6.44K -$17.6K -228 -72%
EBA
964
Eagle Bay Advisors
New York
$6.22K -$616 -8 -9%
KA
965
Kozak & Associates
Colorado
$6.21K +$6.47K +84 New
PWMG
966
Private Wealth Management Group
New Jersey
$6.01K – – –
CMP
967
Coston McIsaac & Partners
Maine
$6K – – –
CWC
968
Carolinas Wealth Consulting
North Carolina
$5.73K +$1.23K +16 +25%
MTIC
969
Missouri Trust & Investment Company
Missouri
$5.43K +$5.78K +75 New
PWA
970
Physician Wealth Advisors
Utah
$5.28K +$5.62K +73 New
RWS
971
Retirement Wealth Solutions
Wisconsin
$5K +$5.16K +67 New
HBW
972
Hazlett, Burt & Watson
West Virginia
$5K – – –
PCM
973
Penserra Capital Management
California
$5K – – –
SSB
974
Sandy Spring Bank
Maryland
$4.49K +$4.78K +62 New
CAM
975
Creekmur Asset Management
Illinois
$3.65K -$2.54K -33 -40%
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