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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
FAFN
501
First Affirmative Financial Network
Colorado
$690K +$693K +8,774 New
SI
502
Stephens Inc
Arkansas
$686K +$215K +2,718 +50%
PWPS
503
Pinnacle Wealth Planning Services
Ohio
$680K -$57.9K -733 -8%
MWP
504
Meriwether Wealth & Planning
Louisiana
$675K – – –
TCIIS
505
TIAA-CREF Individual & Institutional Services
New York
$671K +$674K +8,533 New
MFIM
506
Mesirow Financial Investment Management
Illinois
$670K +$316 +4 +0%
HIIFS
507
Harel Insurance Investments & Financial Services
Israel
$670K +$355K +4,494 +112%
HCA
508
Harbour Capital Advisors
Virginia
$664K -$19.8K -250 -3%
CCC
509
Chesapeake Capital Corp
Florida
$662K +$665K +8,411 New
WIA
510
World Investment Advisors
California
$656K -$14.9K -188 -2%
EWA
511
EP Wealth Advisors
California
$656K -$24.8K -314 -4%
CPIG
512
Chicago Partners Investment Group
Illinois
$647K +$5.53K +70 +0.9%
PCM
513
Princeton Capital Management
New Jersey
$647K -$2.85K -36 -0.4%
MOS
514
MGO One Seven
Ohio
$644K +$9.64K +122 +2%
JFG
515
Jefferies Financial Group
New York
$641K +$332K +4,196 +106%
IBOK
516
Independence Bank of Kentucky
Kentucky
$639K -$64K -810 -9%
HWM
517
HB Wealth Management
Georgia
$636K -$29.2K -370 -4%
GAG
518
GM Advisory Group
New York
$631K +$635K +8,038 New
RFC
519
Regions Financial Corp
Alabama
$627K +$31.7K +401 +5%
VF
520
Virtu Financial
New York
$626K +$629K +7,959 New
BGCP
521
Bristol Gate Capital Partners
Ontario, Canada
$603K +$608K +7,690 New
DTL
522
Dynamic Technology Lab
Singapore
$602K +$377K +4,774 +166%
BL
523
BFSG LLC
California
$596K +$599K +7,575 New
EMCIP
524
Ewing Morris & Co Investment Partners
Ontario, Canada
$595K -$3.56K -45 -0.6%
CCM
525
Cohen Capital Management
California
$590K – – –
19 20
21
22 23