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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
601
MBB Public Markets
Illinois
$362K +$367K +5,029 New
BC
602
Barnett & Company
Tennessee
$361K -$62.1K -850 -14%
FCFC
603
First Commonwealth Financial Corp
Pennsylvania
$360K – – –
JE
604
JMAC Enterprises
Pennsylvania
$359K +$368K +5,042 New
CL
605
Choreo LLC
Illinois
$358K +$363K +4,973 New
PP
606
Patron Partners
Texas
$356K +$101K +1,377 +38%
IC
607
Inscription Capital
Texas
$354K +$358K +4,906 New
LA
608
Latitude Advisors
Florida
$353K +$358K +4,906 New
LSPW
609
Lake Street Private Wealth
Illinois
$351K +$356K +4,871 New
SIA
610
Schechter Investment Advisors
Michigan
$348K +$354K +4,849 New
ZCM
611
Ziegler Capital Management
Illinois
$345K +$69.2K +947 +25%
TSWM
612
Triangle Securities Wealth Management
North Carolina
$344K – – –
CIM
613
Contravisory Investment Management
Massachusetts
$337K +$230K +3,154 +206%
GAM
614
Gotham Asset Management
New York
$336K -$1.05M -14,427 -76%
VAS
615
Vestmark Advisory Solutions
Massachusetts
$336K +$69.8K +955 +26%
EGM
616
Engineers Gate Manager
New York
$334K +$339K +4,636 New
BST
617
Bath Savings Trust
Maine
$331K +$336K +4,595 New
XF
618
XML Financial
Maryland
$330K +$335K +4,582 New
SFG
619
StrategIQ Financial Group
Indiana
$327K +$332K +4,546 New
SI
620
Stephens Inc
Arkansas
$324K -$1.31K -18 -0.4%
IP
621
Intellectus Partners
California
$323K +$327K +4,477 New
AWA
622
Aaron Wealth Advisors
Illinois
$321K +$327K +4,472 New
AA
623
Ancora Advisors
Ohio
$317K +$304K +4,157 +1,663%
IRF
624
IBM Retirement Fund
New York
$313K +$318K +4,349 New
IC
625
Inverness Counsel
New York
$311K +$316K +4,323 New
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