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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
576
Burney Company
Virginia
$327K +$99.9K +1,323 +37%
BAM
577
Blueshift Asset Management
New Jersey
$316K +$358K +4,738 New
IC
578
Inverness Counsel
New York
$313K +$28.3K +375 +9%
LOAMS
579
Lombard Odier Asset Management (Switzerland)
Switzerland
$312K -$124K -1,644 -40%
SFG
580
StrategIQ Financial Group
Indiana
$311K +$8.08K +107 +2%
OPS
581
Orion Portfolio Solutions
Nebraska
$310K +$13.1K +173 +4%
SWA
582
SFMG Wealth Advisors
Texas
$309K -$73.7K -976 -17%
KIA
583
KCM Investment Advisors
California
$309K – – –
NFGCM
584
Norman Fields Gottscho Capital Management
New York
$308K -$74K -980 -18%
BST
585
Bath Savings Trust
Maine
$307K – – –
XF
586
XML Financial
Maryland
$306K +$346K +4,583 New
BC
587
Barnett & Company
Tennessee
$302K -$37.8K -500 -10%
CL
588
Choreo LLC
Illinois
$302K +$6.8K +90 +2%
IA
589
IFG Advisory
Georgia
$298K +$13.7K +182 +4%
MWM
590
Meridian Wealth Management
Kentucky
$296K -$58.1K -769 -15%
IA
591
Insight Advisors
Pennsylvania
$289K – – –
WI
592
Wahed Invest
New York
$289K +$325K +4,306 New
CAM
593
Cubic Asset Management
Massachusetts
$287K – – –
IP
594
Intellectus Partners
California
$287K +$31.6K +418 +11%
VIA
595
Vident Investment Advisory
Georgia
$283K +$38.4K +508 +12%
BBA
596
BLB&B Advisors
Pennsylvania
$282K – – –
LWCFA
597
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$281K – – –
EFS
598
Essex Financial Services
Connecticut
$281K +$151 +2 +0%
BIM
599
Baldwin Investment Management
Pennsylvania
$280K -$1.13K -15 -0.4%
GWM
600
Geneos Wealth Management
Colorado
$275K -$98.7K -1,307 -24%
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