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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
326
Compagnie Lombard Odier SCmA
Switzerland
$44K +$46.7K +1,550 New
ARMC
327
American Research & Management Company
Massachusetts
$43K -$67.9K -2,250 -60%
HCMT
328
Highland Capital Management (Tennessee)
Tennessee
$43K – – –
MWP
329
MYCIO Wealth Partners
Pennsylvania
$43K – – –
FMII
330
Farmers & Merchants Investments Inc
Nebraska
$39K +$1.81K +60 +5%
CFA
331
Carroll Financial Associates
North Carolina
$37K – – –
LNB
332
Ledyard National Bank
$36K – – –
TJHA
333
Thomas J. Herzfeld Advisors
Florida
$36K +$1.51K +50 +4%
MMG
334
Monetary Management Group
Missouri
$34K – – –
TCOV
335
Trust Company of Vermont
Vermont
$34K – – –
BG
336
BlackRock Group
United Kingdom
$34K +$35.9K +1,190 New
ACS
337
Archford Capital Strategies
Illinois
$31K – – –
SIM
338
Sonora Investment Management
Arizona
$31K +$34.2K +1,135 New
SIG
339
Stanford Investment Group
California
$29K -$7.54K -250 -20%
LOCC
340
Lombard Odier & Cie (Canada)
Quebec, Canada
$29K – – –
MVIP
341
Mar Vista Investment Partners
California
$29K +$14.3K +475 +86%
OA
342
OFI Advisors
Pennsylvania
$25K +$1.66K +55 +7%
TDC
343
Thompson Davis & Co
Virginia
$24K -$14.3K -475 -37%
TWMP
344
Taylor Wealth Management Partners
Massachusetts
$24K -$3.77K -125 -13%
PMFA
345
Plante Moran Financial Advisors
Michigan
$22K – – –
RFA
346
Reilly Financial Advisors
California
$22K – – –
EFSCE
347
Enterprise Financial Services Corp (EFSC)
Missouri
$22K +$2.56K +85 +12%
SI
348
Sentry Investments
Ontario, Canada
$18.8K +$2.77M +92,000 +23%
MPWT
349
MassMutual Private Wealth & Trust
Connecticut
$16K +$11.6K +385 New
FNBT
350
FineMark National Bank & Trust
Florida
$15K +$12.1K +400 +348%
12 13
14
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