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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
551
Capricorn Fund Managers
United Kingdom
$563K – – –
CF
552
Concorde Financial
Texas
$559K -$2.94M -37,110 -83%
CCM
553
Cohen Capital Management
California
$558K – – –
FWM
554
Forza Wealth Management
Florida
$558K – – –
ZP
555
Zimmer Partners
New York
$558K – – –
LNC
556
Lincoln National Corp
Pennsylvania
$556K +$133K +1,678 +29%
CT
557
Columbia Trust
Oregon
$549K – – –
RA
558
RFG Advisory
Alabama
$544K +$33.1K +417 +6%
PM
559
Phraction Management
Connecticut
$537K +$21.9K +276 +4%
SIA
560
Schechter Investment Advisors
Michigan
$533K +$5.24K +66 +0.9%
FC
561
Forte Capital
New York
$531K -$15.9K -200 -3%
BCV
562
Banque Cantonale Vaudoise
Switzerland
$531K +$564K +7,107 New
HSA
563
HBK Sorce Advisory
Pennsylvania
$529K +$1.19K +15 +0.2%
HH
564
Hilltop Holdings
Texas
$526K +$2.94K +37 +0.5%
ONB
565
Old National Bancorp
Indiana
$526K +$69.2K +872 +14%
BGCP
566
Bristol Gate Capital Partners
Ontario, Canada
$524K +$92.6K +1,168 +20%
BS
567
Bessemer Securities
New York
$515K -$361K -4,548 -40%
WFA
568
Woodward Financial Advisors
North Carolina
$512K – – –
PSP
569
Principal Street Partners
Tennessee
$509K -$14.8K -186 -3%
TNBTD
570
Trustmark National Bank Trust Department
Mississippi
$508K +$541K +6,822 New
ACA
571
Anchor Capital Advisors
Massachusetts
$507K -$149K -1,884 -22%
RWM
572
Ritholtz Wealth Management
New York
$505K +$19.8K +249 +4%
BP
573
Ballentine Partners
Massachusetts
$496K – – –
SFP
574
Sweet Financial Partners
Minnesota
$492K +$208K +2,625 +66%
CG
575
Colony Group
Massachusetts
$492K -$1.59M -20,087 -75%
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