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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
326
Transamerica Financial Advisors
Florida
$44K +$45.2K +1,500 New
CLOS
327
Compagnie Lombard Odier SCmA
Switzerland
$44K +$46.7K +1,550 New
ARMC
328
American Research & Management Company
Massachusetts
$43K -$67.9K -2,250 -60%
HCMT
329
Highland Capital Management (Tennessee)
Tennessee
$43K – – –
MWP
330
MYCIO Wealth Partners
Pennsylvania
$43K – – –
FMII
331
Farmers & Merchants Investments Inc
Nebraska
$39K +$1.81K +60 +5%
CFA
332
Carroll Financial Associates
North Carolina
$37K – – –
LNB
333
Ledyard National Bank
$36K – – –
TJHA
334
Thomas J. Herzfeld Advisors
Florida
$36K +$1.51K +50 +4%
MMG
335
Monetary Management Group
Missouri
$34K – – –
TCOV
336
Trust Company of Vermont
Vermont
$34K – – –
BG
337
BlackRock Group
United Kingdom
$34K +$35.9K +1,190 New
ACS
338
Archford Capital Strategies
Illinois
$31K – – –
SIM
339
Sonora Investment Management
Arizona
$31K +$34.2K +1,135 New
SIG
340
Stanford Investment Group
California
$29K -$7.54K -250 -20%
LOCC
341
Lombard Odier & Cie (Canada)
Quebec, Canada
$29K – – –
MVIP
342
Mar Vista Investment Partners
California
$29K +$14.3K +475 +86%
OA
343
OFI Advisors
Pennsylvania
$25K +$1.66K +55 +7%
TDC
344
Thompson Davis & Co
Virginia
$24K -$14.3K -475 -37%
TWMP
345
Taylor Wealth Management Partners
Massachusetts
$24K -$3.77K -125 -13%
PMFA
346
Plante Moran Financial Advisors
Michigan
$22K – – –
RFA
347
Reilly Financial Advisors
California
$22K – – –
EFSCE
348
Enterprise Financial Services Corp (EFSC)
Missouri
$22K +$2.56K +85 +12%
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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