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Canadian Pacific Kansas City
CP

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