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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
NED
526
Nancy E. Dempze
$587K +$88.9K +1,125 +18%
YCM
527
Yousif Capital Management
Michigan
$587K – – –
FT
528
Fiduciary Trust
Massachusetts
$577K -$12.8K -162 -2%
RA
529
RFG Advisory
Alabama
$577K -$21.7K -275 -4%
TPM
530
Triasima Portfolio Management
Quebec, Canada
$576K – – –
HH
531
Hilltop Holdings
Texas
$572K -$154K -1,947 -21%
WB
532
WesBanco Bank
West Virginia
$571K -$3.56K -45 -0.6%
IA
533
IFP Advisors
Florida
$569K -$35.9K -454 -6%
FA
534
FDx Advisors
Illinois
$566K +$569K +7,196 New
SWP
535
Stratos Wealth Partners
Ohio
$563K +$90.4K +1,144 +19%
PTP
536
Platform Technology Partners
New York
$563K -$17.7K -224 -3%
IWM
537
IHT Wealth Management
Illinois
$562K -$25.8K -326 -4%
DDC
538
DF Dent & Co
Maryland
$559K -$84.2K -1,065 -13%
WHC
539
Wulff, Hansen & Co
California
$554K – – –
MA
540
MCF Advisors
Kentucky
$552K +$6.8K +86 +1%
AUB
541
Atlantic Union Bankshares
Virginia
$552K -$117K -1,475 -17%
ACA
542
Affinity Capital Advisors
California
$546K – – –
LFA
543
Legacy Financial Advisors
Kentucky
$543K +$85.5K +1,082 +19%
MCM
544
MAI Capital Management
Ohio
$537K -$8.62K -109 -2%
WSFS
545
Wilmington Savings Fund Society
Delaware
$536K – – –
WIM
546
Waycross Investment Management
Washington
$535K -$8.38K -106 -2%
HI
547
Harbour Investments
Wisconsin
$535K +$369K +4,670 +218%
CIS
548
Continental Investors Services
Washington
$533K – – –
CS
549
Candriam SCA
Luxembourg
$532K – – –
CIS
550
Custom Index Systems
New York
$531K – – –
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