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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
TWI
576
Thomas White International
Illinois
$452K +$2.45K +31 +0.6%
UCFA
577
United Capital Financial Advisors
Texas
$450K -$46.3K -586 -10%
WS
578
Wedbush Securities
California
$444K +$158 +2 +0%
ALAM
579
Asahi Life Asset Management
Japan
$436K +$426K +5,390 New
BF
580
BOK Financial
Oklahoma
$434K -$49.6K -628 -10%
LB
581
Legacy Bridge
Iowa
$432K -$61.4K -778 -13%
BSW
582
Buckingham Strategic Wealth
Missouri
$429K +$47.1K +596 +13%
KPWS
583
Kestra Private Wealth Services
Texas
$426K -$17.4K -221 -4%
CDH
584
Charles D. Hyman
$423K -$40.3K -510 -9%
WAM
585
Walker Asset Management
Missouri
$421K – – –
AWM
586
Avior Wealth Management
Nebraska
$415K +$66.4K +841 +20%
SI
587
Stephens Inc
Arkansas
$412K +$91.3K +1,157 +29%
SLAM
588
Swiss Life Asset Management
$412K +$47.1K +596 +13%
SPC
589
Sigma Planning Corp
Michigan
$410K +$23.8K +301 +6%
CNBTD
590
Citizens National Bank Trust Department
Mississippi
$408K – – –
SCM
591
Schnieders Capital Management
California
$407K – – –
FCFC
592
First Commonwealth Financial Corp
Pennsylvania
$404K +$395K +5,000 New
TP
593
Tranquility Partners
Tennessee
$402K +$393K +4,978 New
EFS
594
Essex Financial Services
Connecticut
$400K -$102K -1,297 -21%
V
595
ViaWealth
Kansas
$395K +$386K +4,885 New
PP
596
Patron Partners
Texas
$391K -$4.58K -58 -1%
BFG
597
Bleakley Financial Group
New Jersey
$390K -$43.7K -554 -10%
SS
598
Simplicity Solutions
Minnesota
$390K -$43.7K -554 -10%
WTC
599
WhitTier Trust Company
Nevada
$385K +$13.3K +168 +4%
QIM
600
Quantitative Investment Management
Virginia
$383K +$375K +4,746 New
22 23
24
25 26