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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
DLA
676
Douglas Lane & Associates
New York
$240K +$244K +3,336 New
VFA
677
Valeo Financial Advisors
Indiana
$240K +$244K +3,341 New
IAIM
678
International Assets Investment Management
Florida
$238K +$241K +3,304 New
SFA
679
Sequoia Financial Advisors
Ohio
$236K +$239K +3,276 New
SP
680
Successful Portfolios
Florida
$236K +$240K +3,279 New
RFA
681
Reilly Financial Advisors
California
$235K +$151K +2,067 +172%
FNT
682
First Nebraska Trust
Nebraska
$234K +$238K +3,255 New
OIA
683
OneDigital Investment Advisors
Kansas
$234K +$237K +3,246 New
AF
684
Allworth Financial
California
$232K +$159K +2,180 +208%
BS
685
Boenning & Scattergood
Pennsylvania
$231K +$1.46K +20 +0.6%
GW
686
GW & Wade
Massachusetts
$229K +$233K +3,188 New
LIM
687
Leavell Investment Management
Alabama
$228K +$231K +3,167 New
NFG
688
Next Financial Group
Texas
$227K -$24.3K -333 -10%
SPC
689
Sigma Planning Corp
Michigan
$227K +$231K +3,159 New
PFO
690
Pathstone Family Office
New Jersey
$226K +$231K +3,158 New
AF
691
Aldebaran Financial
$225K +$229K +3,134 New
SO
692
STRS Ohio
Ohio
$223K -$22.2M -303,947 -99%
BSW
693
Buckingham Strategic Wealth
Missouri
$220K +$223K +3,053 New
FWM
694
Frontier Wealth Management
Missouri
$220K +$223K +3,056 New
ESB
695
Essex Savings Bank
Connecticut
$220K +$224K +3,065 New
JEST
696
JTC Employer Solutions Trustee
Jersey
$219K +$109K +1,496 New
TC
697
Titleist Capital
Texas
$219K +$223K +3,048 New
HNB
698
Huntington National Bank
Ohio
$216K +$195K +2,669 +794%
TWI
699
Thomas White International
Illinois
$216K +$219K +2,999 New
PCM
700
Pennsylvania Capital Management
Pennsylvania
$215K -$197K -2,695 -47%
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