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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
501
Accretive Wealth Partners
New Jersey
$546K +$8.98K +119 +1%
PCP
502
Proficio Capital Partners
Massachusetts
$544K -$3.55K -47 -0.6%
EVC
503
Eidelman Virant Capital
Missouri
$542K -$4.53K -60 -0.7%
HCA
504
Harbour Capital Advisors
Virginia
$541K -$3.77K -50 -0.6%
RA
505
RFG Advisory
Alabama
$538K -$3.55K -47 -0.7%
HSA
506
HBK Sorce Advisory
Pennsylvania
$535K +$43.6K +578 +8%
FTDI
507
First Trust Direct Indexing
Massachusetts
$535K +$53.1K +703 +10%
RHBC
508
R.H. Bluestein & Co
Michigan
$534K -$151K -2,000 -20%
BG
509
Bahl & Gaynor
Ohio
$528K – – –
PNC
510
Park National Corp
Ohio
$521K +$453 +6 +0.1%
AIA
511
Alera Investment Advisors
Illinois
$521K +$10.5K +139 +2%
IB
512
Intrust Bank
Kansas
$517K -$2.27K -30 -0.4%
APA
513
American Portfolios Advisors
New York
$506K -$21.2K -281 -4%
CCM
514
Cohen Capital Management
California
$500K – – –
NFC
515
Northeast Financial Consultants
Connecticut
$500K – – –
FC
516
Forte Capital
New York
$497K – – –
TPW
517
Transatlantique Private Wealth
New York
$497K +$108K +1,435 +24%
IWA
518
Icon Wealth Advisors
Texas
$496K +$561K +7,433 New
CT
519
Columbia Trust
Oregon
$493K – – –
PAG
520
Private Advisor Group
New Jersey
$491K -$418K -5,533 -43%
BP
521
Ballentine Partners
Massachusetts
$475K +$9.74K +129 +2%
SHFA
522
SS&H Financial Advisors
Michigan
$471K – – –
CGL
523
Clarius Group LLC
Washington
$464K +$73.5K +974 +16%
CAN
524
Cetera Advisor Networks
California
$458K -$25.1K -333 -5%
WAP
525
Wealthcare Advisory Partners
Pennsylvania
$453K +$16.5K +219 +3%
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