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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAS
376
Shine Investment Advisory Services
Colorado
$169K -$11.2K -280 -6%
MCIM
377
Meadow Creek Investment Management
Georgia
$138K -$115K -2,880 -43%
RA
378
Rational Advisors
New York
$134K +$151K +3,765 New
FHB
379
First Hawaiian Bank
Hawaii
$126K -$160K -4,000 -53%
SWM
380
SeaCrest Wealth Management
New York
$125K -$1.8K -45 -1%
LWCFA
381
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$120K – – –
HAM
382
Highstreet Asset Management
Ontario, Canada
$120K +$105K +2,620 +345%
ZB
383
Zions Bancorporation
Utah
$115K -$20.4K -510 -14%
RFC
384
Regions Financial Corp
Alabama
$107K – – –
HWA
385
Heritage Wealth Advisors
Virginia
$105K – – –
JGIA
386
Jackson Grant Investment Advisers
Connecticut
$105K +$5.6K +140 +5%
ESB
387
Essex Savings Bank
Connecticut
$102K +$115K +2,875 New
APA
388
American Portfolios Advisors
New York
$94.5K -$4.6K -115 -4%
AF
389
Advisornet Financial
Minnesota
$94K +$67K +1,675 +170%
VLKIM
390
Van Lanschot Kempen Investment Management
Netherlands
$86K +$71K +1,775 New
AAP
391
Arax Advisory Partners
Colorado
$85K -$7.6K -190 -7%
GRP
392
Global Retirement Partners
California
$81K +$8.6K +215 +10%
WAM
393
Wealthspire Advisors (Maryland)
Maryland
$77K -$35.8K -895 -29%
VFA
394
Valeo Financial Advisors
Indiana
$77K +$2.4K +60 +3%
BTNA
395
Bremer Trust National Association
Minnesota
$75K +$84.2K +2,105 New
KPCM
396
Kings Point Capital Management
New York
$67K +$60K +1,500 +375%
BC
397
Bartlett & Co
Ohio
$67K +$75K +1,875 New
BCWM
398
Bartlett & Co Wealth Management
Ohio
$66.8K +$75K +1,875 New
AIC
399
Ameritas Investment Company
Nebraska
$66K +$74.6K +1,865 New
PGWM
400
Parisi Gray Wealth Management
New Jersey
$59K – – –
14 15
16
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