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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
651
9258 Wealth Management
Ohio
$353K -$109K -1,489 -25%
SW
652
SVB Wealth
Massachusetts
$350K +$105K +1,439 +48%
WS
653
Wedbush Securities
California
$347K -$22.5K -308 -7%
PFS
654
Prospera Financial Services
Texas
$347K -$5.86K -80 -2%
PS
655
Principal Securities
Iowa
$346K +$320K +4,375 New
BFS
656
Bradley Foster & Sargent
Connecticut
$346K -$290K -3,958 -48%
MWM
657
Meridian Wealth Management
Kentucky
$346K +$878 +12 +0.3%
MA
658
Montag & Associates
Georgia
$345K +$54.9K +750 +21%
FRM
659
Fox Run Management
Connecticut
$342K -$610K -8,334 -66%
BBA
660
BLB&B Advisors
Pennsylvania
$336K – – –
NRW
661
Nova R Wealth
Kansas
$335K +$29.9K +408 +11%
PP
662
Patron Partners
Texas
$334K – – –
SWM
663
Shelton Wealth Management
Texas
$333K +$309K +4,216 New
BL
664
Balentine LLC
Georgia
$333K +$55.6K +760 +22%
BIM
665
Baldwin Investment Management
Pennsylvania
$332K – – –
CAM
666
Cubic Asset Management
Massachusetts
$332K – – –
BFG
667
Bleakley Financial Group
New Jersey
$331K -$46K -628 -13%
IP
668
Intellectus Partners
California
$329K – – –
SS
669
Simplicity Solutions
Minnesota
$328K -$48.6K -664 -14%
PAA
670
Peregrine Asset Advisers
Oregon
$326K -$33.6K -459 -10%
LC
671
LCNB Corp
Ohio
$324K – – –
SLAM
672
Swiss Life Asset Management
$322K -$74.8K -1,022 -20%
SWA
673
SFMG Wealth Advisors
Texas
$322K +$732 +10 +0.2%
AAP
674
Arax Advisory Partners
Colorado
$321K +$114K +1,563 +63%
LFA
675
Legacy Financial Advisors
Kentucky
$319K +$36.8K +503 +14%
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