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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
526
Cohen Capital Management
California
$524K – – –
NFC
527
Northeast Financial Consultants
Connecticut
$523K +$8.26K +114 +2%
FC
528
Forte Capital
New York
$520K +$27.2K +375 +5%
HSA
529
HBK Sorce Advisory
Pennsylvania
$519K -$27.4K -379 -5%
CT
530
Columbia Trust
Oregon
$516K – – –
FTDI
531
First Trust Direct Indexing
Massachusetts
$511K +$7.53K +104 +1%
CAN
532
Cetera Advisor Networks
California
$502K +$12.5K +172 +2%
AIM
533
Aigen Investment Management
New York
$495K +$513K +7,086 New
SHFA
534
SS&H Financial Advisors
Michigan
$493K – – –
BP
535
Ballentine Partners
Massachusetts
$488K -$104K -1,431 -17%
FWIA
536
Fort Washington Investment Advisors
Ohio
$473K +$94.1K +1,300 +24%
GAM
537
Grandview Asset Management
Pennsylvania
$462K -$53.4K -737 -10%
WAP
538
Wealthcare Advisory Partners
Pennsylvania
$459K +$10.6K +147 +2%
CIS
539
Continental Investors Services
Washington
$443K – – –
CCM
540
Cullen Capital Management
New York
$436K – – –
IAIM
541
Industrial Alliance Investment Management
Quebec, Canada
$433K -$68.7K -949 -13%
ST
542
Sabal Trust
Florida
$433K – – –
PI
543
PEAK6 Investments
Illinois
$431K -$311K -4,300 -41%
LB
544
Legacy Bridge
Iowa
$428K – – –
WAM
545
Walker Asset Management
Missouri
$427K +$7.68K +106 +2%
TIA
546
Tiemann Investment Advisors
California
$421K – – –
MA
547
Montag & Associates
Georgia
$420K -$72.8K -1,005 -14%
FCCM
548
First City Capital Management
Georgia
$420K – – –
CGL
549
Clarius Group LLC
Washington
$417K +$8.76K +121 +2%
TPW
550
Transatlantique Private Wealth
New York
$417K +$433K +5,980 New
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