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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
351
First Horizon Advisors
Tennessee
$501K +$549K +7,703 New
BF
352
BOK Financial
Oklahoma
$499K +$546K +7,663 New
WP
353
WealthSource Partners
California
$490K +$65.6K +921 +14%
SG
354
Stonnington Group
California
$484K -$356K -5,000 -42%
AIA
355
Avalon Investment & Advisory
Texas
$482K – – –
CIA
356
ClearBridge Investments (Australia)
Australia
$472K +$517K +7,255 New
DTL
357
Dynamic Technology Lab
Singapore
$468K +$167K +2,349 +48%
PA
358
Parallel Advisors
California
$459K +$18.5K +260 +4%
CG
359
Cutler Group
California
$455K +$34.1K +479 +7%
PNC
360
Park National Corp
Ohio
$454K +$285 +4 +0.1%
SI
361
Scout Investments
Missouri
$454K +$497K +6,971 New
GC
362
Guggenheim Capital
Illinois
$445K -$18.1K -254 -4%
CG
363
Colony Group
Massachusetts
$445K +$32.1K +451 +7%
OSAM
364
O'Shaughnessy Asset Management
Connecticut
$443K +$52.5K +736 +12%
1WA
365
180 Wealth Advisors
Washington
$442K +$7.55K +106 +2%
BTWM
366
Baker Tilly Wealth Management
Wisconsin
$441K +$54.7K +768 +13%
PCM
367
Pennsylvania Capital Management
Pennsylvania
$433K -$570 -8 -0.1%
LWAC
368
Laurel Wealth Advisors (California)
California
$433K – – –
SPIA
369
Steward Partners Investment Advisory
New York
$433K +$63.7K +894 +16%
HSA
370
HBK Sorce Advisory
Pennsylvania
$432K -$56.4K -791 -11%
CB
371
Community Bank
New York
$416K – – –
CCM
372
Cullen Capital Management
New York
$407K -$6.56K -92 -1%
ONB
373
Old National Bancorp
Indiana
$407K -$1.78K -25 -0.4%
WAP
374
Wealthcare Advisory Partners
Pennsylvania
$401K +$33.3K +467 +8%
IWP
375
Icon Wealth Partners
Texas
$397K +$46.3K +650 +12%
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