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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
376
Bartlett & Co
Ohio
$81K +$91.3K +1,855 New
MVIP
377
Mar Vista Investment Partners
California
$74K +$9.35K +190 +13%
IFAM
378
Institutional & Family Asset Management
Colorado
$71K – – –
GRP
379
Global Retirement Partners
California
$70K – – –
SF
380
Synovus Financial
Georgia
$67K +$45.3K +920 +150%
TRCT
381
Tower Research Capital (TRC)
New York
$65K +$25.3K +515 +54%
VFA
382
Valeo Financial Advisors
Indiana
$62K – – –
CIM
383
Contravisory Investment Management
Massachusetts
$62K +$984 +20 +1%
SIM
384
Sonora Investment Management
Arizona
$59K – – –
PGAM
385
Princeton Global Asset Management
New Jersey
$56K – – –
TCOV
386
Trust Company of Vermont
Vermont
$52K -$4.68K -95 -7%
EDRH
387
Edmond de Rothschild Holding
Switzerland
$51K -$492K -10,000 -89%
AIM
388
AIA Investment Management
Singapore
$46K – – –
LC
389
Lindbrook Capital
California
$45K +$12.6K +255 +33%
BFEC
390
Benjamin F. Edwards & Company
Missouri
$44K – – –
FCM
391
Firestone Capital Management
Florida
$44K – – –
JCM
392
Jacobi Capital Management
Pennsylvania
$44K – – –
VCP
393
Verus Capital Partners
Arizona
$44K +$49.2K +1,000 New
AF
394
Advisornet Financial
Minnesota
$43K -$82.4K -1,675 -63%
ATC
395
Adirondack Trust Company
New York
$43K – – –
CA
396
Clearstead Advisors
Ohio
$41K +$45.8K +930 New
AIC
397
Ameritas Investment Company
Nebraska
$40K +$45.8K +930 New
FMII
398
Farmers & Merchants Investments Inc
Nebraska
$39K – – –
EFSCE
399
Enterprise Financial Services Corp (EFSC)
Missouri
$37K -$1.48K -30 -3%
PB
400
Pinnacle Bancorp
Nebraska
$35K – – –
14 15
16
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