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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
NERM
376
New England Research & Management
Illinois
$201K -$31.3K -700 -14%
S
377
SignatureFD
Georgia
$200K -$9.15K -205 -5%
MCIM
378
Meadow Creek Investment Management
Georgia
$199K +$28.6K +640 +17%
APA
379
American Portfolios Advisors
New York
$175K +$15K +335 +10%
NFG
380
Next Financial Group
Texas
$156K +$66.8K +1,495 +82%
HWA
381
Heritage Wealth Advisors
Virginia
$140K – – –
LWCFA
382
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$134K -$23.4K -525 -16%
JGIA
383
Jackson Grant Investment Advisers
Connecticut
$132K – – –
ZB
384
Zions Bancorporation
Utah
$128K -$15.2K -340 -11%
AF
385
Advisornet Financial
Minnesota
$128K -$4.69K -105 -4%
CMBA
386
C.M. Bidwell & Associates
Hawaii
$114K +$108K +2,425 New
AAP
387
Arax Advisory Partners
Colorado
$111K +$105K +2,355 New
VFA
388
Valeo Financial Advisors
Indiana
$102K – – –
HGWM
389
Harvest Group Wealth Management
Massachusetts
$99K – – –
KPCM
390
Kings Point Capital Management
New York
$89K – – –
BCWM
391
Bartlett & Co Wealth Management
Ohio
$81.4K -$6.7K -150 -8%
BC
392
Bartlett & Co
Ohio
$81K -$6.7K -150 -8%
RIA
393
Realta Investment Advisors
Delaware
$81K +$34.4K +770 +81%
GRP
394
Global Retirement Partners
California
$76K -$19K -425 -21%
CIAS
395
Capital Investment Advisory Services
North Carolina
$76K +$20.3K +455 +40%
ATC
396
Adirondack Trust Company
New York
$70K – – –
CIM
397
Contravisory Investment Management
Massachusetts
$65K -$670 -15 -1%
CPA
398
Clear Perspective Advisors
Illinois
$65K +$62.1K +1,390 New
ASN
399
Advisory Services Network
Georgia
$64K -$34.2K -765 -36%
SIM
400
Sonora Investment Management
Arizona
$63K – – –
14 15
16
17 18