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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
APA
376
American Portfolios Advisors
New York
$139K +$28.7K +715 +27%
LWCFA
377
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$139K – – –
FIA
378
FNY Investment Advisers
New York
$139K +$135K +3,375 New
SWM
379
SeaCrest Wealth Management
New York
$138K -$6.62K -165 -5%
ZB
380
Zions Bancorporation
Utah
$126K -$6.82K -170 -5%
HWA
381
Heritage Wealth Advisors
Virginia
$123K – – –
RFC
382
Regions Financial Corp
Alabama
$122K -$3.01K -75 -2%
ESB
383
Essex Savings Bank
Connecticut
$118K – – –
AF
384
Advisornet Financial
Minnesota
$117K +$6.82K +170 +6%
JGIA
385
Jackson Grant Investment Advisers
Connecticut
$116K -$5.61K -140 -5%
BMM
386
Buffington Mohr McNeal
Idaho
$109K +$106K +2,650 New
BBNA
387
Bremer Bank National Association
Minnesota
$94K +$84.4K +2,105 New
VFA
388
Valeo Financial Advisors
Indiana
$89K +$401 +10 +0.5%
ASN
389
Advisory Services Network
Georgia
$88K +$75.8K +1,890 +788%
HGWM
390
Harvest Group Wealth Management
Massachusetts
$87K +$84.4K +2,105 New
WAM
391
Wealthspire Advisors (Maryland)
Maryland
$86K -$4.01K -100 -5%
GRP
392
Global Retirement Partners
California
$84K -$10K -250 -11%
KPCM
393
Kings Point Capital Management
New York
$78K – – –
BCWM
394
Bartlett & Co Wealth Management
Ohio
$77.4K – – –
BC
395
Bartlett & Co
Ohio
$77K – – –
NFG
396
Next Financial Group
Texas
$75K +$29.9K +745 +69%
NFH
397
NEXT Financial Holdings
Texas
$75K +$73.2K +1,825 New
PGWM
398
Parisi Gray Wealth Management
New Jersey
$69K – – –
ATC
399
Adirondack Trust Company
New York
$67K – – –
CIM
400
Contravisory Investment Management
Massachusetts
$57K +$401 +10 +0.7%
14 15
16
17 18