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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
576
Ballast Advisors
Minnesota
$559K -$116K -1,531 -16%
FA
577
FDx Advisors
Illinois
$559K -$14.1K -185 -2%
N
578
Natixis
France
$555K +$362K +4,758 +151%
SS
579
Sound Stewardship
Kansas
$546K -$37.1K -488 -6%
AWM
580
Avior Wealth Management
Nebraska
$544K -$27.5K -362 -4%
FAFN
581
First Affirmative Financial Network
Colorado
$543K -$1.22K -16 -0.2%
IC
582
Iconiq Capital
California
$540K +$221K +2,905 +61%
RFC
583
Regions Financial Corp
Alabama
$538K +$10.2K +134 +2%
BWM
584
BKM Wealth Management
Wisconsin
$537K +$28.8K +379 +5%
RA
585
RFG Advisory
Alabama
$534K +$13.4K +176 +2%
EMCIP
586
Ewing Morris & Co Investment Partners
Ontario, Canada
$533K +$401K +5,266 New
BG
587
Bahl & Gaynor
Ohio
$532K -$2.66K -35 -0.5%
JSW
588
Journey Strategic Wealth
New Jersey
$529K +$112K +1,468 +24%
PTP
589
Platform Technology Partners
New York
$528K – – –
KHCM
590
Kirtland Hills Capital Management
Ohio
$528K +$39K +512 +8%
CCM
591
Cohen Capital Management
California
$527K – – –
HCA
592
Harbour Capital Advisors
Virginia
$526K -$7.61K -100 -1%
UB
593
Umpqua Bank
Oregon
$518K -$6.09K -80 -1%
WIM
594
Waycross Investment Management
Washington
$518K -$53.3K -701 -9%
WHC
595
Wulff, Hansen & Co
California
$516K – – –
MC
596
Maverick Capital
Texas
$515K +$310K +4,077 +125%
TCM
597
Tuttle Capital Management
Connecticut
$510K +$224K +2,948 +68%
ACA
598
Affinity Capital Advisors
California
$510K – – –
V
599
ViaWealth
Kansas
$509K +$16.5K +217 +3%
WB
600
WesBanco Bank
West Virginia
$508K – – –
22 23
24
25 26