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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
651
Malaga Cove Capital
California
$353K +$327K +4,468 New
9WM
652
9258 Wealth Management
Ohio
$353K -$109K -1,489 -25%
SW
653
SVB Wealth
Massachusetts
$350K +$105K +1,439 +48%
WS
654
Wedbush Securities
California
$347K -$22.5K -308 -7%
PFS
655
Prospera Financial Services
Texas
$347K -$5.86K -80 -2%
PS
656
Principal Securities
Iowa
$346K +$320K +4,375 New
BFS
657
Bradley Foster & Sargent
Connecticut
$346K -$290K -3,958 -48%
MWM
658
Meridian Wealth Management
Kentucky
$346K +$878 +12 +0.3%
MA
659
Montag & Associates
Georgia
$345K +$54.9K +750 +21%
FRM
660
Fox Run Management
Connecticut
$342K -$610K -8,334 -66%
BBA
661
BLB&B Advisors
Pennsylvania
$336K – – –
NRW
662
Nova R Wealth
Kansas
$335K +$29.9K +408 +11%
PP
663
Patron Partners
Texas
$334K – – –
SWM
664
Shelton Wealth Management
Texas
$333K +$309K +4,216 New
BL
665
Balentine LLC
Georgia
$333K +$55.6K +760 +22%
BIM
666
Baldwin Investment Management
Pennsylvania
$332K – – –
CAM
667
Cubic Asset Management
Massachusetts
$332K – – –
BFG
668
Bleakley Financial Group
New Jersey
$331K -$46K -628 -13%
IP
669
Intellectus Partners
California
$329K – – –
SS
670
Simplicity Solutions
Minnesota
$328K -$48.6K -664 -14%
PAA
671
Peregrine Asset Advisers
Oregon
$326K -$33.6K -459 -10%
LC
672
LCNB Corp
Ohio
$324K – – –
SLAM
673
Swiss Life Asset Management
$322K -$74.8K -1,022 -20%
SWA
674
SFMG Wealth Advisors
Texas
$322K +$732 +10 +0.2%
AAP
675
Arax Advisory Partners
Colorado
$321K +$114K +1,563 +63%
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