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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
676
Arax Advisory Partners
Colorado
$331K +$160K +2,099 +80%
GLF
677
Groupe la Francaise
France
$330K – – –
SCM
678
Schnieders Capital Management
California
$329K – – –
IGAM
679
iA Global Asset Management
Quebec, Canada
$329K +$3.96K +52 +1%
SA
680
Sovran Advisors
California
$328K +$84.5K +1,111 +34%
HSA
681
HBK Sorce Advisory
Pennsylvania
$328K -$10.6K -139 -3%
DTC
682
Davidson Trust Company
Washington
$327K +$11K +144 +3%
BST
683
Bath Savings Trust
Maine
$327K +$4.57K +60 +1%
OFC
684
Oakland Financial Corp
$324K – – –
DWP
685
Daymark Wealth Partners
Ohio
$320K -$37.1K -488 -10%
BC
686
Barnett & Company
Tennessee
$318K – – –
GSEP
687
Golden State Equity Partners
California
$314K -$6.47K -85 -2%
APWM
688
Argonautica Private Wealth Management
Massachusetts
$311K +$43.6K +573 +15%
BP
689
Ballentine Partners
Massachusetts
$310K -$62.5K -821 -16%
BWL
690
Bogart Wealth LLC
Virginia
$310K -$213K -2,800 -39%
FA
691
Fedenia Advisers
Wisconsin
$309K +$85.7K +1,127 +34%
ACI
692
Alpha Cubed Investments
California
$307K +$333K +4,373 New
WTA
693
Washington Trust Advisors
Massachusetts
$307K – – –
MA
694
Montag & Associates
Georgia
$307K – – –
SPL
695
Smart Portfolios LLC
Washington
$306K – – –
FG
696
Foster Group
Iowa
$305K +$13.6K +179 +4%
XF
697
XML Financial
Maryland
$304K -$3.19K -42 -1%
TL
698
Tradewinds LLC
North Carolina
$304K +$11.9K +157 +4%
WS
699
Wedbush Securities
California
$301K +$55.6K +731 +21%
EW
700
Elyxium Wealth
California
$301K – – –
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