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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
626
180 Wealth Advisors
Washington
$251K -$12.6K -174 -5%
IPW
627
Inlet Private Wealth
Florida
$251K – – –
BC
628
Burney Company
Virginia
$250K – – –
KWM
629
Kolinsky Wealth Management
New Jersey
$247K +$1.01K +14 +0.4%
IGWM
630
ICA Group Wealth Management
Colorado
$245K +$1.81K +25 +0.8%
CMS
631
Capital Market Strategies
Florida
$244K – – –
STC
632
Sarah T. Connolly
$244K – – –
SI
633
Stephens Inc
Arkansas
$243K -$29.5K -407 -10%
AA
634
Ancora Advisors
Ohio
$242K -$6.95K -96 -3%
MF
635
Montis Financial
Massachusetts
$242K -$145 -2 -0.1%
SRC
636
Stone Run Capital
New York
$242K – – –
BAMF
637
BI Asset Management Fondsmaeglerselskab
Denmark
$241K -$204K -2,823 -45%
BP
638
BBR Partners
New York
$237K -$434 -6 -0.2%
DLA
639
Douglas Lane & Associates
New York
$236K – – –
BL
640
Balentine LLC
Georgia
$235K -$401K -5,537 -62%
WA1
641
Wimmer Associates 1
California
$235K – – –
VFA
642
Valeo Financial Advisors
Indiana
$234K -$26.9K -372 -10%
TCOV
643
Trust Company of Vermont
Vermont
$230K -$348K -4,800 -59%
BS
644
Boenning & Scattergood
Pennsylvania
$227K – – –
EGM
645
Engineers Gate Manager
New York
$224K +$232K +3,200 New
ALAM
646
Asahi Life Asset Management
Japan
$222K -$270K -3,730 -54%
LIM
647
Leavell Investment Management
Alabama
$222K – – –
LSPW
648
Lake Street Private Wealth
Illinois
$221K -$56.7K -783 -20%
SP
649
Successful Portfolios
Florida
$221K – – –
IC
650
IEQ Capital
California
$221K +$9.34K +129 +4%
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26
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