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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
651
Daymark Wealth Partners
Ohio
$311K -$55.9K -760 -15%
SC
652
Savant Capital
Illinois
$311K -$74.4K -1,011 -19%
FG
653
Foster Group
Iowa
$309K -$34K -462 -10%
BIM
654
Baldwin Investment Management
Pennsylvania
$308K – – –
ACI
655
Alpha Cubed Investments
California
$307K +$3.61K +49 +1%
TL
656
Tradewinds LLC
North Carolina
$303K -$35.6K -484 -11%
CCA
657
Checchi Capital Advisers
California
$303K -$39.7K -540 -12%
LGW
658
Leslie Global Wealth
Illinois
$303K +$48.6K +660 +19%
WC
659
Wexford Capital
Florida
$302K – – –
LC
660
LCNB Corp
Ohio
$302K – – –
JSAM
661
J. Safra Asset Management
New York
$301K -$80.4K -1,092 -21%
IAA
662
Independent Advisor Alliance
North Carolina
$301K +$99.2K +1,348 +49%
TRCT
663
Tower Research Capital (TRC)
New York
$300K -$894K -12,145 -75%
WGAM
664
Wilkinson Global Asset Management
New York
$297K – – –
BAM
665
Burkett Asset Management
$297K +$297K +4,029 New
BA
666
Bridgewater Advisors
New York
$297K -$6.84K -93 -2%
SPL
667
Smart Portfolios LLC
Washington
$296K +$736 +10 +0.2%
HIIFS
668
Harel Insurance Investments & Financial Services
Israel
$296K -$40.9K -556 -12%
PAA
669
Peregrine Asset Advisers
Oregon
$295K -$6.4K -87 -2%
PCM
670
Poehling Capital Management
Wisconsin
$295K – – –
WTA
671
Washington Trust Advisors
Massachusetts
$294K -$14.7K -200 -5%
JFG
672
Jefferies Financial Group
New York
$293K – – –
KIA
673
Knollwood Investment Advisory
Maryland
$289K – – –
TSS
674
Two Sigma Securities
New York
$286K -$127K -1,724 -31%
ZCP
675
Z3 Capital Partners
Virginia
$286K +$286K +3,883 New
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