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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
451
Realta Investment Advisors
Delaware
$201K +$203K +2,614 New
ZB
452
Zions Bancorporation
Utah
$198K – – –
IA
453
IFP Advisors
Florida
$197K -$543 -7 -0.3%
HBT
454
Hills Bank & Trust
Iowa
$185K – – –
BWP
455
Baldwin Wealth Partners
Massachusetts
$160K -$3.02K -39 -2%
OC
456
Oakworth Capital
Alabama
$158K – – –
PCM
457
Pentwater Capital Management
Florida
$154K +$155K +2,000 New
AAP
458
Arax Advisory Partners
Colorado
$147K +$148K +1,910 New
CA
459
Clearstead Advisors
Ohio
$143K – – –
MFA
460
McClarren Financial Advisors
Pennsylvania
$131K +$133K +1,715 New
TCOV
461
Trust Company of Vermont
Vermont
$125K -$3.88K -50 -3%
M
462
Mirova
France
$120K +$17.6K +227 +17%
CIM
463
Contravisory Investment Management
Massachusetts
$116K +$8.29K +107 +8%
PGWM
464
Parisi Gray Wealth Management
New Jersey
$114K +$115K +1,482 New
SIM
465
Sonora Investment Management
Arizona
$103K – – –
PGAM
466
Princeton Global Asset Management
New Jersey
$98K – – –
HIA
467
Harbor Investment Advisory
Maryland
$94K – – –
RFA
468
Reilly Financial Advisors
California
$92K +$77.5K +1,000 +500%
LC
469
Lindbrook Capital
California
$84K +$775 +10 +0.9%
AF
470
Allworth Financial
California
$80K -$232K -2,999 -74%
AWM
471
Avior Wealth Management
Nebraska
$79K – – –
BFEC
472
Benjamin F. Edwards & Company
Missouri
$77K – – –
FCM
473
Firestone Capital Management
Florida
$77K – – –
GRP
474
Global Retirement Partners
California
$77K – – –
HC
475
Hoese & Co
Minnesota
$77K – – –
17 18
19
20 21