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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
701
Titleist Capital
Texas
$219K +$223K +3,048 New
HNB
702
Huntington National Bank
Ohio
$216K +$195K +2,669 +794%
TWI
703
Thomas White International
Illinois
$216K +$219K +2,999 New
PCM
704
Pennsylvania Capital Management
Pennsylvania
$215K -$197K -2,695 -47%
WANY
705
Wealthspire Advisors (New York)
New York
$215K +$218K +2,991 New
CC
706
Commons Capital
Massachusetts
$215K +$219K +2,993 New
ACA
707
Atlas Capital Advisors
Wyoming
$213K +$209K +2,857 +2,857%
PA
708
Probity Advisors
Texas
$212K +$215K +2,947 New
WW
709
Waterfront Wealth
Kansas
$212K +$216K +2,953 New
OHWP
710
Oak Harbor Wealth Partners
North Carolina
$210K +$214K +2,923 New
FWP
711
FAS Wealth Partners
Kansas
$210K +$214K +2,925 New
M
712
Mirova
France
$208K +$84.8K +1,161 +67%
GBT
713
Grove Bank & Trust
Florida
$208K +$211K +2,886 New
BI
714
Berkeley Inc
Idaho
$208K +$211K +2,886 New
BBW
715
Blue Barn Wealth
Utah
$207K +$210K +2,881 New
PAI
716
Pittenger & Anderson Inc
Nebraska
$207K +$211K +2,883 New
FMBTD
717
First Midwest Bank Trust Division
Illinois
$207K +$211K +2,884 New
WAM
718
Westport Asset Management
Connecticut
$207K +$211K +2,884 New
LOAMS
719
Lombard Odier Asset Management (Switzerland)
Switzerland
$205K +$165K +2,256 New
RIA
720
Realta Investment Advisors
Delaware
$205K +$208K +2,854 New
JGIA
721
Jackson Grant Investment Advisers
Connecticut
$202K – – –
QP
722
Quilter Plc
United Kingdom
$202K +$205K +2,800 New
DWT
723
Dorsey & Whitney Trust
South Dakota
$201K -$182K -2,498 -48%
HWA
724
Heritage Wealth Advisors
Virginia
$201K – – –
BPWM
725
Badgley Phelps Wealth Managers
Washington
$201K +$205K +2,800 New
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29
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