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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
426
Wealth Alliance
New York
$1.02M -$96.8K -1,286 -9%
QCIG
427
Quad-Cities Investment Group
Iowa
$1.02M +$24.5K +325 +3%
GIP
428
Granite Investment Partners
California
$1.01M – – –
TF
429
TIAA FSB
Florida
$1.01M +$5.12K +68 +0.6%
MIP
430
Marietta Investment Partners
Wisconsin
$1M – – –
CSS
431
Cubist Systematic Strategies
Connecticut
$1M -$8.02M -106,542 -90%
HTHT
432
Hemenway Trust Hemenway Trust
New Hampshire
$1M +$160K +2,130 +21%
ASN
433
Advisory Services Network
Georgia
$982K -$127K -1,688 -12%
TCWM
434
Total Clarity Wealth Management
Illinois
$979K -$10.8K -144 -1%
CT
435
Coastline Trust
Rhode Island
$979K +$15.3K +204 +2%
BTWM
436
Baker Tilly Wealth Management
Wisconsin
$964K +$102K +1,356 +13%
9WM
437
9258 Wealth Management
Ohio
$953K +$96.8K +1,287 +13%
DWM
438
Dorchester Wealth Management
Quebec, Canada
$948K -$45.9K -610 -5%
BA
439
Ballast Advisors
Minnesota
$926K -$35.5K -472 -4%
SG
440
Stonnington Group
California
$922K +$391K +5,200 +73%
SAM
441
Seelaus Asset Management
New Jersey
$900K +$820K +10,900 New
GJIC
442
Gamble Jones Investment Counsel
California
$896K -$67.7K -900 -8%
YCM
443
Yousif Capital Management
Michigan
$891K – – –
ACH
444
ArrowMark Colorado Holdings
Colorado
$888K – – –
CCA
445
Checchi Capital Advisers
California
$880K -$22K -292 -3%
BCM
446
Brookstone Capital Management
Illinois
$870K -$46.3K -615 -5%
CFGS
447
Concourse Financial Group Securities
Alabama
$869K +$597K +7,941 +309%
LFS
448
Legacy Financial Strategies
Kansas
$868K – – –
MFA
449
Mayflower Financial Advisors
Massachusetts
$867K -$12.6K -167 -2%
SCP
450
Stamos Capital Partners
California
$867K +$790K +10,500 New
16 17
18
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