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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
651
Comerica Securities
Michigan
$315K +$80.7K +1,017 +32%
PP
652
Patron Partners
Texas
$314K -$49.4K -623 -13%
GA
653
Geller Advisors
New York
$313K +$333K +4,200 New
BIM
654
Baldwin Investment Management
Pennsylvania
$313K – – –
CAM
655
Cubic Asset Management
Massachusetts
$313K – – –
STA
656
Summit Trail Advisors
New York
$311K -$9.91K -125 -3%
IP
657
Intellectus Partners
California
$310K -$8.49K -107 -3%
WTB
658
Washington Trust Bank
Washington
$307K +$327K +4,122 New
LC
659
LCNB Corp
Ohio
$305K – – –
SWA
660
SFMG Wealth Advisors
Texas
$302K +$6.42K +81 +2%
WGAM
661
Wilkinson Global Asset Management
New York
$300K – – –
NFGCM
662
Norman Fields Gottscho Capital Management
New York
$299K +$119K +1,495 +59%
LCS
663
Levin Capital Strategies
New York
$298K – – –
PCM
664
Poehling Capital Management
Wisconsin
$298K – – –
OCBCO
665
Oversea-Chinese Banking Corp (OCBC)
Singapore
$296K +$232K +2,929 New
AC
666
Avestar Capital
New York
$291K +$1.11K +14 +0.4%
GS
667
GTS Securities
Florida
$290K +$310K +3,902 New
WCM
668
Wunderlich Capital Managemnt
Tennessee
$290K – – –
HPG
669
Harvest Portfolios Group
Ontario, Canada
$290K -$15.9K -200 -5%
NRW
670
Nova R Wealth
Kansas
$285K +$397 +5 +0.1%
TSWM
671
Triangle Securities Wealth Management
North Carolina
$283K – – –
APWM
672
Argonautica Private Wealth Management
Massachusetts
$282K +$9.84K +124 +3%
BC
673
Burney Company
Virginia
$280K – – –
FFM
674
Forum Financial Management
Illinois
$280K +$159 +2 +0.1%
EWM
675
Evercore Wealth Management
New York
$279K +$5.79K +73 +2%
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