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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
601
WhitTier Trust Company
Nevada
$385K +$13.3K +168 +4%
QIM
602
Quantitative Investment Management
Virginia
$383K +$375K +4,746 New
GSEP
603
Golden State Equity Partners
California
$383K +$43.8K +555 +13%
SFG
604
StrategIQ Financial Group
Indiana
$378K +$369K +4,680 New
BST
605
Bath Savings Trust
Maine
$371K – – –
IWP
606
Icon Wealth Partners
Texas
$371K -$86.2K -1,092 -19%
XF
607
XML Financial
Maryland
$370K – – –
DTC
608
Davidson Trust Company
Washington
$368K – – –
BC
609
Barnett & Company
Tennessee
$365K – – –
PTC
610
Petrus Trust Company
Texas
$361K +$353K +4,470 New
CWP
611
Cyndeo Wealth Partners
Florida
$361K -$11.4K -145 -3%
SWP
612
Strategic Wealth Partners
Ohio
$359K +$2.13K +27 +0.6%
MWM
613
Meridian Wealth Management
Kentucky
$352K – – –
DIM
614
Delta Investment Management
California
$350K -$5.45K -69 -2%
STA
615
Summit Trail Advisors
New York
$347K +$339K +4,293 New
IP
616
Intellectus Partners
California
$344K – – –
BBA
617
BLB&B Advisors
Pennsylvania
$342K +$334K +4,230 New
BIM
618
Baldwin Investment Management
Pennsylvania
$339K – – –
CAM
619
Cubic Asset Management
Massachusetts
$339K – – –
HPG
620
Harvest Portfolios Group
Ontario, Canada
$331K -$7.89K -100 -2%
LC
621
LCNB Corp
Ohio
$331K -$1.58K -20 -0.5%
PP
622
PDS Planning
Ohio
$329K +$22.4K +284 +7%
WGAM
623
Wilkinson Global Asset Management
New York
$326K – – –
KIA
624
KCM Investment Advisors
California
$324K +$317K +4,013 New
PCM
625
Poehling Capital Management
Wisconsin
$323K – – –
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25
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