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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
951
Coston McIsaac & Partners
Maine
$5K – – –
HBW
952
Hazlett, Burt & Watson
West Virginia
$5K – – –
PCM
953
Penserra Capital Management
California
$5K – – –
MWA
954
Medallion Wealth Advisors
Connecticut
$4.48K +$4.79K +63 New
HIA
955
HFM Investment Advisors
New Jersey
$4.35K +$4.72K +62 New
SO
956
Sierra Ocean
California
$4.35K +$1.06K +14 +29%
CAM
957
Close Asset Management
United Kingdom
$4K +$4.57K +60 New
YAL
958
Your Advocates Ltd
Texas
$3.16K – – –
OW
959
Olistico Wealth
Oklahoma
$3.02K – – –
HWP
960
Highline Wealth Partners
California
$2.81K +$3.04K +40 New
CA
961
Continuum Advisory
Idaho
$2.74K -$19.9K -261 -87%
BGAI
962
Bruce G. Allen Investments
Colorado
$2.32K – – –
MSWM
963
Mowery & Schoenfeld Wealth Management
Illinois
$2.18K +$2.36K +31 New
RJA
964
Ross\Johnson & Associates
Minnesota
$2.11K +$2.28K +30 New
TCA
965
Trifecta Capital Advisors
Illinois
$1.97K – – –
BCM
966
Blume Capital Management
California
$1.97K +$2.13K +28 New
HWA
967
HHM Wealth Advisors
Tennessee
$1.9K +$152 +2 +8%
TWD
968
True Wealth Design
Ohio
$1.9K +$380 +5 +23%
IRC
969
Investors Research Corp
Georgia
$1.82K – – –
RWM
970
Raffa Wealth Management
District of Columbia
$1.61K – – –
JFA
971
JNBA Financial Advisors
Minnesota
$1.05K – – –
GC
972
Garde Capital
Washington
$983 +$1.06K +14 New
KB
973
Kimelman & Baird
New York
$843 – – –
SC
974
SouthState Corp
Florida
$703 +$761 +10 New
BFS
975
Bare Financial Services
Pennsylvania
$562 +$609 +8 New
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