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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
LOAMS
576
Lombard Odier Asset Management (Switzerland)
Switzerland
$312K -$124K -1,644 -40%
SFG
577
StrategIQ Financial Group
Indiana
$311K +$8.08K +107 +2%
OPS
578
Orion Portfolio Solutions
Nebraska
$310K +$13.1K +173 +4%
SWA
579
SFMG Wealth Advisors
Texas
$309K -$73.7K -976 -17%
KIA
580
KCM Investment Advisors
California
$309K – – –
NFGCM
581
Norman Fields Gottscho Capital Management
New York
$308K -$74K -980 -18%
BST
582
Bath Savings Trust
Maine
$307K – – –
XF
583
XML Financial
Maryland
$306K +$346K +4,583 New
BC
584
Barnett & Company
Tennessee
$302K -$37.8K -500 -10%
CL
585
Choreo LLC
Illinois
$302K +$6.8K +90 +2%
IA
586
IFG Advisory
Georgia
$298K +$13.7K +182 +4%
MWM
587
Meridian Wealth Management
Kentucky
$296K -$58.1K -769 -15%
IA
588
Insight Advisors
Pennsylvania
$289K – – –
WI
589
Wahed Invest
New York
$289K +$325K +4,306 New
CAM
590
Cubic Asset Management
Massachusetts
$287K – – –
IP
591
Intellectus Partners
California
$287K +$31.6K +418 +11%
VIA
592
Vident Investment Advisory
Georgia
$283K +$38.4K +508 +12%
BBA
593
BLB&B Advisors
Pennsylvania
$282K – – –
LWCFA
594
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$281K – – –
EFS
595
Essex Financial Services
Connecticut
$281K +$151 +2 +0%
GWM
596
Geneos Wealth Management
Colorado
$275K -$98.7K -1,307 -24%
LC
597
LCNB Corp
Ohio
$275K – – –
TSWM
598
Triangle Securities Wealth Management
North Carolina
$272K – – –
VT
599
Vise Technologies
New York
$270K +$89.1K +1,180 +41%
WGAM
600
Wilkinson Global Asset Management
New York
$269K – – –
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