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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
601
Golden State Equity Partners
California
$383K +$43.8K +555 +13%
SFG
602
StrategIQ Financial Group
Indiana
$378K +$369K +4,680 New
BST
603
Bath Savings Trust
Maine
$371K – – –
IWP
604
Icon Wealth Partners
Texas
$371K -$86.2K -1,092 -19%
XF
605
XML Financial
Maryland
$370K – – –
DTC
606
Davidson Trust Company
Washington
$368K – – –
BC
607
Barnett & Company
Tennessee
$365K – – –
PTC
608
Petrus Trust Company
Texas
$361K +$353K +4,470 New
CWP
609
Cyndeo Wealth Partners
Florida
$361K -$11.4K -145 -3%
SWP
610
Strategic Wealth Partners
Ohio
$359K +$2.13K +27 +0.6%
MWM
611
Meridian Wealth Management
Kentucky
$352K – – –
DIM
612
Delta Investment Management
California
$350K -$5.45K -69 -2%
STA
613
Summit Trail Advisors
New York
$347K +$339K +4,293 New
IP
614
Intellectus Partners
California
$344K – – –
BBA
615
BLB&B Advisors
Pennsylvania
$342K +$334K +4,230 New
BIM
616
Baldwin Investment Management
Pennsylvania
$339K – – –
CAM
617
Cubic Asset Management
Massachusetts
$339K – – –
HPG
618
Harvest Portfolios Group
Ontario, Canada
$331K -$7.89K -100 -2%
LC
619
LCNB Corp
Ohio
$331K -$1.58K -20 -0.5%
PP
620
PDS Planning
Ohio
$329K +$22.4K +284 +7%
WGAM
621
Wilkinson Global Asset Management
New York
$326K – – –
KIA
622
KCM Investment Advisors
California
$324K +$317K +4,013 New
PCM
623
Poehling Capital Management
Wisconsin
$323K – – –
LCS
624
Levin Capital Strategies
New York
$323K +$316K +4,000 New
SFP
625
Sweet Financial Partners
Minnesota
$322K +$4.74K +60 +2%
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