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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
351
Poehling Capital Management
Wisconsin
$141K – – –
LWCFA
352
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$139K – – –
WAM
353
Wealthspire Advisors (Maryland)
Maryland
$131K +$37.9K +1,050 +40%
SWM
354
SeaCrest Wealth Management
New York
$127K -$48K -1,330 -27%
S
355
SignatureFD
Georgia
$116K +$118K +3,275 New
RFC
356
Regions Financial Corp
Alabama
$107K – – –
BFEC
357
Benjamin F. Edwards & Company
Missouri
$106K – – –
APA
358
American Portfolios Advisors
New York
$98K -$2.71K -75 -3%
EA
359
Edge Advisors
Georgia
$88K +$21.7K +600 +31%
TSW
360
Thompson Siegel & Walmsley
Virginia
$82K – – –
BWL
361
Bogart Wealth LLC
Virginia
$81K +$28.3K +785 +53%
C
362
Cerebellum
California
$80K -$48.9K -1,355 -37%
VFA
363
Valeo Financial Advisors
Indiana
$73K – – –
NIT
364
NumerixS Investment Technologies
British Columbia, Canada
$70K -$180K -5,000 -71%
AAP
365
Arax Advisory Partners
Colorado
$64K -$12.4K -345 -16%
GRP
366
Global Retirement Partners
California
$62K +$18.6K +515 +42%
PGWM
367
Parisi Gray Wealth Management
New Jersey
$61K – – –
ST
368
Smithfield Trust
Pennsylvania
$58K -$16.1K -445 -21%
ATC
369
Adirondack Trust Company
New York
$54K – – –
CSS
370
Cubist Systematic Strategies
Connecticut
$53K -$138K -3,830 -72%
QCG
371
Quadrant Capital Group
Ohio
$53K +$1.44K +40 +2%
CPA
372
Clear Perspective Advisors
Illinois
$49K – – –
PCP
373
Proficio Capital Partners
Massachusetts
$48K +$4.87K +135 +11%
PG
374
Patten Group
Tennessee
$47K – – –
ARMC
375
American Research & Management Company
Massachusetts
$45K – – –
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