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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
376
Progressive Investment Management
Oregon
$63K -$5.54M -139,835 -99%
ST
377
SpiderRock Trading
Illinois
$58K – – –
BC
378
Brookfield Corp
Ontario, Canada
$58K +$59.4K +1,500 New
FMII
379
Farmers & Merchants Investments Inc
Nebraska
$53K -$5.94K -150 -10%
LNB
380
Ledyard National Bank
$48K – – –
CFA
381
Carroll Financial Associates
North Carolina
$46K – – –
TDC
382
Thompson Davis & Co
Virginia
$45K – – –
TCOV
383
Trust Company of Vermont
Vermont
$45K – – –
SIG
384
Stanford Investment Group
California
$43K +$44.5K +1,125 New
RCWMU
385
Rothschild & Co Wealth Management (UK)
United Kingdom
$40K +$41.2K +1,040 New
LOCC
386
Lombard Odier & Cie (Canada)
Quebec, Canada
$39K – – –
KPCM
387
Kings Point Capital Management
New York
$39K +$24.5K +620 +155%
CFG
388
CKW Financial Group
Hawaii
$36K -$22.6K -570 -38%
ACS
389
Archford Capital Strategies
Illinois
$35K +$4.55K +115 +15%
RFA
390
Reilly Financial Advisors
California
$29K – – –
PMFA
391
Plante Moran Financial Advisors
Michigan
$29K +$29.7K +750 New
SC
392
Searle & Co
Connecticut
$28K +$29.7K +750 New
LIA
393
LS Investment Advisors
Michigan
$26K – – –
OA
394
OFI Advisors
Pennsylvania
$24K +$3.56K +90 +17%
QAM
395
QCI Asset Management
New York
$22K – – –
KT
396
Kanaly Trust
Texas
$22K +$2.57K +65 +13%
NES
397
New England Securities
New York
$22K +$5.94K +150 +35%
MVIP
398
Mar Vista Investment Partners
California
$21K +$21.8K +550 New
OIA
399
Optimum Investment Advisors
Illinois
$19K – – –
WTC
400
WhitTier Trust Company
Nevada
$19K – – –
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16
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