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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
351
Regal Investment Advisors
Michigan
$39K +$37K +1,285 New
TCOV
352
Trust Company of Vermont
Vermont
$36K -$2.16K -75 -6%
PTC
353
Private Trust Company
Ohio
$34K -$288 -10 -0.9%
SEC
354
Seven Eight Capital
New York
$30K +$28.8K +1,000 New
MFS
355
MSI Financial Services
Massachusetts
$28K -$15.4K -535 -37%
ST
356
Stifel Trust
Missouri
$28K – – –
BPBT
357
Boston Private Bank & Trust
Massachusetts
$23K +$21.6K +750 New
OA
358
OFI Advisors
Pennsylvania
$21K -$3.89K -135 -16%
JAM
359
JCIC Asset Management
Ontario, Canada
$19K – – –
QAM
360
QCI Asset Management
New York
$17K – – –
AIG
361
American International Group
New York
$15.1K +$14.4K +500 New
ACM
362
Aviance Capital Management
Florida
$15K – – –
OIA
363
Optimum Investment Advisors
Illinois
$15K – – –
WTC
364
WhitTier Trust Company
Nevada
$15K – – –
LIA
365
LS Investment Advisors
Michigan
$12K – – –
BBHC
366
Brown Brothers Harriman & Co
New York
$12K +$5.76K +200 +100%
KPCM
367
Kings Point Capital Management
New York
$12K +$11.5K +400 New
PAS
368
Partnervest Advisory Services
California
$10K – – –
WA
369
Waverly Advisors
Alabama
$10K +$9.22K +320 New
EFSCE
370
Enterprise Financial Services Corp (EFSC)
Missouri
$9K – – –
HHMI
371
Howard Hughes Medical Institute
Maryland
$9K +$144 +5 +2%
M
372
MOTCO
Texas
$8K – – –
RFA
373
Reilly Financial Advisors
California
$8K +$7.2K +250 New
MPWT
374
MassMutual Private Wealth & Trust
Connecticut
$7.87K +$7.49K +260 New
NES
375
New England Securities
New York
$7K +$4.03K +140 +175%
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