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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
701
Wealthspire Advisors (New York)
New York
$215K +$218K +2,991 New
CC
702
Commons Capital
Massachusetts
$215K +$219K +2,993 New
ACA
703
Atlas Capital Advisors
Wyoming
$213K +$209K +2,857 +2,857%
PA
704
Probity Advisors
Texas
$212K +$215K +2,947 New
WW
705
Waterfront Wealth
Kansas
$212K +$216K +2,953 New
OHWP
706
Oak Harbor Wealth Partners
North Carolina
$210K +$214K +2,923 New
FWP
707
FAS Wealth Partners
Kansas
$210K +$214K +2,925 New
M
708
Mirova
France
$208K +$84.8K +1,161 +67%
GBT
709
Grove Bank & Trust
Florida
$208K +$211K +2,886 New
BI
710
Berkeley Inc
Idaho
$208K +$211K +2,886 New
BBW
711
Blue Barn Wealth
Utah
$207K +$210K +2,881 New
PAI
712
Pittenger & Anderson Inc
Nebraska
$207K +$211K +2,883 New
FMBTD
713
First Midwest Bank Trust Division
Illinois
$207K +$211K +2,884 New
WAM
714
Westport Asset Management
Connecticut
$207K +$211K +2,884 New
LOAMS
715
Lombard Odier Asset Management (Switzerland)
Switzerland
$205K +$165K +2,256 New
RIA
716
Realta Investment Advisors
Delaware
$205K +$208K +2,854 New
JGIA
717
Jackson Grant Investment Advisers
Connecticut
$202K – – –
QP
718
Quilter Plc
United Kingdom
$202K +$205K +2,800 New
DWT
719
Dorsey & Whitney Trust
South Dakota
$201K -$182K -2,498 -48%
HWA
720
Heritage Wealth Advisors
Virginia
$201K – – –
BPWM
721
Badgley Phelps Wealth Managers
Washington
$201K +$205K +2,800 New
TSS
722
Two Sigma Securities
New York
$200K +$203K +2,781 New
VCM
723
Vigilant Capital Management
Maine
$194K +$197K +2,701 New
ZB
724
Zions Bancorporation
Utah
$191K +$6.28K +86 +3%
SDIC
725
South Dakota Investment Council
South Dakota
$187K +$190K +2,595 New
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