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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
FHB
376
First Hawaiian Bank
Hawaii
$148K +$1.6K +40 +1%
APA
377
American Portfolios Advisors
New York
$139K +$28.7K +715 +27%
LWCFA
378
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$139K – – –
FIA
379
FNY Investment Advisers
New York
$139K +$135K +3,375 New
SWM
380
SeaCrest Wealth Management
New York
$138K -$6.62K -165 -5%
ZB
381
Zions Bancorporation
Utah
$126K -$6.82K -170 -5%
HWA
382
Heritage Wealth Advisors
Virginia
$123K – – –
RFC
383
Regions Financial Corp
Alabama
$122K -$3.01K -75 -2%
ESB
384
Essex Savings Bank
Connecticut
$118K – – –
AF
385
Advisornet Financial
Minnesota
$117K +$6.82K +170 +6%
JGIA
386
Jackson Grant Investment Advisers
Connecticut
$116K -$5.61K -140 -5%
BMM
387
Buffington Mohr McNeal
Idaho
$109K +$106K +2,650 New
BBNA
388
Bremer Bank National Association
Minnesota
$94K +$84.4K +2,105 New
VFA
389
Valeo Financial Advisors
Indiana
$89K +$401 +10 +0.5%
ASN
390
Advisory Services Network
Georgia
$88K +$75.8K +1,890 +788%
HGWM
391
Harvest Group Wealth Management
Massachusetts
$87K +$84.4K +2,105 New
WAM
392
Wealthspire Advisors (Maryland)
Maryland
$86K -$4.01K -100 -5%
GRP
393
Global Retirement Partners
California
$84K -$10K -250 -11%
KPCM
394
Kings Point Capital Management
New York
$78K – – –
BCWM
395
Bartlett & Co Wealth Management
Ohio
$77.4K – – –
BC
396
Bartlett & Co
Ohio
$77K – – –
NFG
397
Next Financial Group
Texas
$75K +$29.9K +745 +69%
NFH
398
NEXT Financial Holdings
Texas
$75K +$73.2K +1,825 New
PGWM
399
Parisi Gray Wealth Management
New Jersey
$69K – – –
ATC
400
Adirondack Trust Company
New York
$67K – – –
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