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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
MM
526
MQS Management
New York
$486K -$674K -8,727 -58%
EFS
527
Essex Financial Services
Connecticut
$481K +$157K +2,028 +48%
ST
528
Sabal Trust
Florida
$477K – – –
UCFA
529
United Capital Financial Advisors
Texas
$474K -$19.7K -255 -4%
MCM
530
MAI Capital Management
Ohio
$472K +$20.2K +261 +4%
LB
531
Legacy Bridge
Iowa
$471K – – –
AO
532
Advisor OS
Illinois
$471K -$2.86K -37 -0.6%
TI
533
Trexquant Investment
Connecticut
$467K -$374K -4,843 -44%
ECM
534
Evergreen Capital Management
Washington
$463K +$38.3K +496 +9%
WC
535
Wexford Capital
Florida
$462K +$154K +1,993 +50%
BF
536
BOK Financial
Oklahoma
$461K -$156K -2,018 -25%
CCM
537
Cullen Capital Management
New York
$455K -$25.6K -331 -5%
SAM
538
Summit Asset Management
Tennessee
$454K +$15.4K +200 +4%
RWM
539
Ritholtz Wealth Management
New York
$450K +$51.7K +670 +13%
BGCP
540
Bristol Gate Capital Partners
Ontario, Canada
$450K -$470K -6,091 -51%
FCCM
541
First City Capital Management
Georgia
$448K – – –
FWIA
542
Fort Washington Investment Advisors
Ohio
$444K – – –
BFA
543
BMS Financial Advisors
South Dakota
$444K -$2.63K -34 -0.6%
CDH
544
Charles D. Hyman
$442K – – –
IWP
545
Icon Wealth Partners
Texas
$437K +$439K +5,684 New
OPOWM
546
One Plus One Wealth Management
Florida
$434K – – –
TWI
547
Thomas White International
Illinois
$428K +$153K +1,978 +55%
DC
548
Davenport & Co
Virginia
$427K +$429K +5,561 New
WI
549
Wahed Invest
New York
$426K +$53.3K +690 +14%
VIA
550
Vident Investment Advisory
Georgia
$424K +$22.5K +291 +6%
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