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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
JE
601
JMAC Enterprises
Pennsylvania
$359K +$368K +5,042 New
CL
602
Choreo LLC
Illinois
$358K +$363K +4,973 New
PP
603
Patron Partners
Texas
$356K +$101K +1,377 +38%
IC
604
Inscription Capital
Texas
$354K +$358K +4,906 New
LA
605
Latitude Advisors
Florida
$353K +$358K +4,906 New
LSPW
606
Lake Street Private Wealth
Illinois
$351K +$356K +4,871 New
SIA
607
Schechter Investment Advisors
Michigan
$348K +$354K +4,849 New
ZCM
608
Ziegler Capital Management
Illinois
$345K +$69.2K +947 +25%
TSWM
609
Triangle Securities Wealth Management
North Carolina
$344K – – –
CIM
610
Contravisory Investment Management
Massachusetts
$337K +$230K +3,154 +206%
GAM
611
Gotham Asset Management
New York
$336K -$1.05M -14,427 -76%
VAS
612
Vestmark Advisory Solutions
Massachusetts
$336K +$69.8K +955 +26%
EGM
613
Engineers Gate Manager
New York
$334K +$339K +4,636 New
BST
614
Bath Savings Trust
Maine
$331K +$336K +4,595 New
XF
615
XML Financial
Maryland
$330K +$335K +4,582 New
SFG
616
StrategIQ Financial Group
Indiana
$327K +$332K +4,546 New
SI
617
Stephens Inc
Arkansas
$324K -$1.31K -18 -0.4%
IP
618
Intellectus Partners
California
$323K +$327K +4,477 New
AWA
619
Aaron Wealth Advisors
Illinois
$321K +$327K +4,472 New
AA
620
Ancora Advisors
Ohio
$317K +$304K +4,157 +1,663%
IRF
621
IBM Retirement Fund
New York
$313K +$318K +4,349 New
IC
622
Inverness Counsel
New York
$311K +$316K +4,323 New
GPA
623
Garrison Point Advisors
California
$311K +$316K +4,326 New
SCA
624
Snowden Capital Advisors
New York
$310K -$2.92K -40 -0.9%
AAM
625
Advisors Asset Management
Colorado
$310K +$186K +2,546 +145%
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