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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCS
376
Concentric Capital Strategies
Connecticut
$2.19M +$2.12M +27,619 New
MBI
377
Montrusco Bolton Investments
Quebec, Canada
$2.18M +$120K +1,560 +6%
HW
378
Hancock Whitney
Mississippi
$2.17M +$72.8K +946 +4%
DADC
379
D.A. Davidson & Co
Montana
$2.16M -$457K -5,938 -18%
WT
380
Whittier Trust
California
$2.15M +$133K +1,725 +7%
NA
381
NewEdge Advisors
Louisiana
$2.13M -$343K -4,463 -14%
MAM
382
Madison Asset Management
Wisconsin
$2.1M -$284K -3,689 -12%
IFWM
383
Institute for Wealth Management
Colorado
$2.09M -$24.7K -321 -1%
USCWA
384
U.S. Capital Wealth Advisors
Texas
$2.08M +$31K +403 +2%
DTL
385
Dynamic Technology Lab
Singapore
$2.08M -$816K -10,607 -29%
LWAM
386
Legacy Wealth Asset Management
Minnesota
$2.07M +$2.31K +30 +0.1%
PGFC
387
Peapack-Gladstone Financial Corp
New Jersey
$2.04M -$75K -975 -4%
CL
388
Choreo LLC
Illinois
$2.04M +$115K +1,499 +6%
SAM
389
Scopus Asset Management
New York
$1.95M +$1.89M +24,575 New
MC
390
Moors & Cabot
Massachusetts
$1.95M -$27.8K -361 -1%
CAM
391
Claret Asset Management
Quebec, Canada
$1.92M +$1.86M +24,190 New
SCM
392
Stonebridge Capital Management
California
$1.92M – – –
VIS
393
Vega Investment Solutions
France
$1.92M +$127K +1,648 +7%
P
394
&Partners
Tennessee
$1.92M +$115K +1,493 +7%
NW
395
NewEdge Wealth
Pennsylvania
$1.88M +$127K +1,651 +7%
AI
396
Atria Investments
North Carolina
$1.87M -$464K -6,026 -20%
GCM
397
Genus Capital Management
British Columbia, Canada
$1.86M +$237K +3,075 +15%
WW
398
Waterfront Wealth
Kansas
$1.78M -$48.4K -629 -3%
STA
399
Summit Trail Advisors
New York
$1.77M -$57.3K -745 -3%
AAS
400
Avantax Advisory Services
Texas
$1.76M -$36.5K -475 -2%
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