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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
526
Wealthcare Advisory Partners
Pennsylvania
$517K – – –
9WM
527
9258 Wealth Management
Ohio
$505K -$37.8K -490 -7%
CIS
528
Continental Investors Services
Washington
$488K – – –
MM
529
MQS Management
New York
$486K -$674K -8,727 -58%
EFS
530
Essex Financial Services
Connecticut
$481K +$157K +2,028 +48%
ST
531
Sabal Trust
Florida
$477K – – –
UCFA
532
United Capital Financial Advisors
Texas
$474K -$19.7K -255 -4%
MCM
533
MAI Capital Management
Ohio
$472K +$20.2K +261 +4%
LB
534
Legacy Bridge
Iowa
$471K – – –
AO
535
Advisor OS
Illinois
$471K -$2.86K -37 -0.6%
TI
536
Trexquant Investment
Connecticut
$467K -$374K -4,843 -44%
ECM
537
Evergreen Capital Management
Washington
$463K +$38.3K +496 +9%
WC
538
Wexford Capital
Florida
$462K +$154K +1,993 +50%
BF
539
BOK Financial
Oklahoma
$461K -$156K -2,018 -25%
CCM
540
Cullen Capital Management
New York
$455K -$25.6K -331 -5%
SAM
541
Summit Asset Management
Tennessee
$454K +$15.4K +200 +4%
RWM
542
Ritholtz Wealth Management
New York
$450K +$51.7K +670 +13%
BGCP
543
Bristol Gate Capital Partners
Ontario, Canada
$450K -$470K -6,091 -51%
FCCM
544
First City Capital Management
Georgia
$448K – – –
FWIA
545
Fort Washington Investment Advisors
Ohio
$444K – – –
BFA
546
BMS Financial Advisors
South Dakota
$444K -$2.63K -34 -0.6%
CDH
547
Charles D. Hyman
$442K – – –
IWP
548
Icon Wealth Partners
Texas
$437K +$439K +5,684 New
OPOWM
549
One Plus One Wealth Management
Florida
$434K – – –
TWI
550
Thomas White International
Illinois
$428K +$153K +1,978 +55%
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