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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
376
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$120K – – –
HAM
377
Highstreet Asset Management
Ontario, Canada
$120K +$105K +2,620 +345%
ZB
378
Zions Bancorporation
Utah
$115K -$20.4K -510 -14%
RFC
379
Regions Financial Corp
Alabama
$107K – – –
HWA
380
Heritage Wealth Advisors
Virginia
$105K – – –
JGIA
381
Jackson Grant Investment Advisers
Connecticut
$105K +$5.6K +140 +5%
ESB
382
Essex Savings Bank
Connecticut
$102K +$115K +2,875 New
APA
383
American Portfolios Advisors
New York
$94.5K -$4.6K -115 -4%
AF
384
Advisornet Financial
Minnesota
$94K +$67K +1,675 +170%
VLKIM
385
Van Lanschot Kempen Investment Management
Netherlands
$86K +$71K +1,775 New
AAP
386
Arax Advisory Partners
Colorado
$85K -$7.6K -190 -7%
GRP
387
Global Retirement Partners
California
$81K +$8.6K +215 +10%
WAM
388
Wealthspire Advisors (Maryland)
Maryland
$77K -$35.8K -895 -29%
VFA
389
Valeo Financial Advisors
Indiana
$77K +$2.4K +60 +3%
BTNA
390
Bremer Trust National Association
Minnesota
$75K +$84.2K +2,105 New
KPCM
391
Kings Point Capital Management
New York
$67K +$60K +1,500 +375%
BC
392
Bartlett & Co
Ohio
$67K +$75K +1,875 New
BCWM
393
Bartlett & Co Wealth Management
Ohio
$66.8K +$75K +1,875 New
AIC
394
Ameritas Investment Company
Nebraska
$66K +$74.6K +1,865 New
PGWM
395
Parisi Gray Wealth Management
New Jersey
$59K – – –
ATC
396
Adirondack Trust Company
New York
$53K – – –
PCP
397
Proficio Capital Partners
Massachusetts
$52K +$5.2K +130 +10%
CIM
398
Contravisory Investment Management
Massachusetts
$49K -$3.6K -90 -6%
CIM
399
Centersquare Investment Management
Pennsylvania
$49K – – –
SIM
400
Sonora Investment Management
Arizona
$48K +$8.4K +210 +19%
14 15
16
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