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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
501
IEQ Capital
California
$687K -$745K -9,903 -52%
AMG
502
Asset Management Group
Connecticut
$684K -$3.16K -42 -0.5%
FAIM
503
Financial Advocates Investment Management
Washington
$680K +$686K +9,115 New
TA
504
Tiedemann Advisors
New York
$679K – – –
BA
505
Ballast Advisors
Minnesota
$678K -$150K -1,996 -18%
AAS
506
Avantax Advisory Services
Texas
$678K +$301 +4 +0%
SP
507
Symmetry Partners
Connecticut
$675K – – –
AF
508
Allworth Financial
California
$668K -$903 -12 -0.1%
ATC
509
Argent Trust Co
Tennessee
$666K -$19.1K -254 -3%
ACA
510
Anchor Capital Advisors
Massachusetts
$663K -$46.1K -613 -6%
CCA
511
Checchi Capital Advisers
California
$663K -$20.8K -276 -3%
KFI
512
Key Financial Inc
Pennsylvania
$660K – – –
EP
513
Edgestream Partners
New Jersey
$647K +$653K +8,675 New
NSEDCP
514
NJ State Employees Deferred Compensation Plan
New Jersey
$645K – – –
FHB
515
First Hawaiian Bank
Hawaii
$642K +$21.4K +285 +3%
FHA
516
First Horizon Advisors
Tennessee
$640K – – –
SS
517
Sound Stewardship
Kansas
$639K +$644K +8,563 New
BFS
518
Bradley Foster & Sargent
Connecticut
$635K – – –
AWP
519
Accretive Wealth Partners
New Jersey
$632K +$21.8K +290 +4%
CWM
520
Circle Wealth Management
New Jersey
$628K +$1.58K +21 +0.2%
AWM
521
Axxcess Wealth Management
California
$627K +$381K +5,071 +152%
TF
522
TIAA FSB
Florida
$627K -$84.9K -1,128 -12%
HVP
523
Hudson Value Partners
Florida
$625K +$9.4K +125 +2%
MA
524
Momentum Advisors
New York
$624K -$7.67K -102 -1%
PCP
525
Proficio Capital Partners
Massachusetts
$621K +$13.8K +184 +2%
19 20
21
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