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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
451
Austin Asset Management
Texas
$946K – – –
MI
452
MMCAP International
Cayman Islands
$942K – – –
CA
453
Clearstead Advisors
Ohio
$939K -$44.2K -601 -4%
PAG
454
Private Advisor Group
New Jersey
$937K +$175K +2,381 +23%
VSQM
455
V-Square Quantitative Management
Illinois
$931K +$678K +9,215 New
SYBT
456
Stock Yards Bank & Trust
Kentucky
$927K -$35K -475 -4%
SACTSONJ
457
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$906K – – –
WAP
458
Wealthcare Advisory Partners
Pennsylvania
$895K +$18K +245 +2%
MIP
459
Marietta Investment Partners
Wisconsin
$891K -$8.1K -110 -0.9%
CCM
460
Coldstream Capital Management
Washington
$888K -$8.91K -121 -1%
CIC
461
Chilton Investment Company
Connecticut
$886K -$243K -3,307 -22%
MWM
462
Modern Wealth Management
Kansas
$886K +$6.33K +86 +0.7%
AV
463
Alamea Verwaltungs
New Jersey
$883K +$875K +11,883 New
QCIG
464
Quad-Cities Investment Group
Iowa
$879K -$1.62K -22 -0.2%
WA
465
Waverly Advisors
Alabama
$877K -$21.6K -294 -2%
PC
466
Parrish Capital
Georgia
$876K +$876K +11,897 New
AWP
467
Accretive Wealth Partners
New Jersey
$872K +$24.4K +331 +3%
CP
468
CenterBook Partners
Connecticut
$863K -$984K -13,375 -53%
AS
469
Altshuler Shaham
Israel
$856K -$593K -8,062 -41%
HAG
470
HighPoint Advisor Group
Illinois
$848K -$157K -2,133 -16%
AWM
471
Apollon Wealth Management
South Carolina
$843K -$10.2K -139 -1%
AGWCA
472
Annis Gardner Whiting Capital Advisors
Florida
$843K – – –
CCA
473
Corps Capital Advisors
Texas
$841K -$51.5K -700 -6%
SC
474
Syon Capital
California
$834K -$115K -1,564 -12%
CIA
475
Concurrent Investment Advisors
Florida
$817K +$284K +3,854 +53%
17 18
19
20 21