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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
551
Concorde Financial
Texas
$559K -$2.94M -37,110 -83%
CCM
552
Cohen Capital Management
California
$558K – – –
FWM
553
Forza Wealth Management
Florida
$558K – – –
ZP
554
Zimmer Partners
New York
$558K – – –
LNC
555
Lincoln National Corp
Pennsylvania
$556K +$133K +1,678 +29%
CT
556
Columbia Trust
Oregon
$549K – – –
RA
557
RFG Advisory
Alabama
$544K +$33.1K +417 +6%
PM
558
Phraction Management
Connecticut
$537K +$21.9K +276 +4%
SIA
559
Schechter Investment Advisors
Michigan
$533K +$5.24K +66 +0.9%
FC
560
Forte Capital
New York
$531K -$15.9K -200 -3%
BCV
561
Banque Cantonale Vaudoise
Switzerland
$531K +$564K +7,107 New
HSA
562
HBK Sorce Advisory
Pennsylvania
$529K +$1.19K +15 +0.2%
HH
563
Hilltop Holdings
Texas
$526K +$2.94K +37 +0.5%
ONB
564
Old National Bancorp
Indiana
$526K +$69.2K +872 +14%
BGCP
565
Bristol Gate Capital Partners
Ontario, Canada
$524K +$92.6K +1,168 +20%
BS
566
Bessemer Securities
New York
$515K -$361K -4,548 -40%
PSP
567
Principal Street Partners
Tennessee
$509K -$14.8K -186 -3%
TNBTD
568
Trustmark National Bank Trust Department
Mississippi
$508K +$541K +6,822 New
ACA
569
Anchor Capital Advisors
Massachusetts
$507K -$149K -1,884 -22%
RWM
570
Ritholtz Wealth Management
New York
$505K +$19.8K +249 +4%
GBWM
571
Granite Bay Wealth Management
New Hampshire
$500K +$500K +6,300 New
BP
572
Ballentine Partners
Massachusetts
$496K – – –
SFP
573
Sweet Financial Partners
Minnesota
$492K +$208K +2,625 +66%
CG
574
Colony Group
Massachusetts
$492K -$1.59M -20,087 -75%
WI
575
Wahed Invest
New York
$490K +$37.1K +468 +8%
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