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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
676
Evergreen Capital Management
Washington
$243K +$246K +3,371 New
WA1
677
Wimmer Associates 1
California
$242K +$245K +3,359 New
OWA
678
Opal Wealth Advisors
New York
$242K +$246K +3,361 New
DTL
679
Dynamic Technology Lab
Singapore
$241K -$281K -3,852 -54%
DLA
680
Douglas Lane & Associates
New York
$240K +$244K +3,336 New
VFA
681
Valeo Financial Advisors
Indiana
$240K +$244K +3,341 New
IAIM
682
International Assets Investment Management
Florida
$238K +$241K +3,304 New
SFA
683
Sequoia Financial Advisors
Ohio
$236K +$239K +3,276 New
SP
684
Successful Portfolios
Florida
$236K +$240K +3,279 New
RFA
685
Reilly Financial Advisors
California
$235K +$151K +2,067 +172%
FNT
686
First Nebraska Trust
Nebraska
$234K +$238K +3,255 New
OIA
687
OneDigital Investment Advisors
Kansas
$234K +$237K +3,246 New
AF
688
Allworth Financial
California
$232K +$159K +2,180 +208%
BS
689
Boenning & Scattergood
Pennsylvania
$231K +$1.46K +20 +0.6%
GW
690
GW & Wade
Massachusetts
$229K +$233K +3,188 New
LIM
691
Leavell Investment Management
Alabama
$228K +$231K +3,167 New
NFG
692
Next Financial Group
Texas
$227K -$24.3K -333 -10%
SPC
693
Sigma Planning Corp
Michigan
$227K +$231K +3,159 New
PFO
694
Pathstone Family Office
New Jersey
$226K +$231K +3,158 New
AF
695
Aldebaran Financial
$225K +$229K +3,134 New
SO
696
STRS Ohio
Ohio
$223K -$22.2M -303,947 -99%
BSW
697
Buckingham Strategic Wealth
Missouri
$220K +$223K +3,053 New
FWM
698
Frontier Wealth Management
Missouri
$220K +$223K +3,056 New
ESB
699
Essex Savings Bank
Connecticut
$220K +$224K +3,065 New
JEST
700
JTC Employer Solutions Trustee
Jersey
$219K +$109K +1,496 New
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