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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
701
Crewe Advisors
Utah
$91K +$18.3K +242 +22%
GIS
702
Grayhawk Investment Strategies
Alberta, Canada
$90K -$7.17K -95 -7%
NIM
703
NuWave Investment Management
New Jersey
$88K +$99.3K +1,315 New
HNB
704
Huntington National Bank
Ohio
$87K -$34.6K -458 -26%
MAM
705
Meeder Asset Management
Ohio
$86K -$13.4K -177 -12%
PFBT
706
Parkside Financial Bank & Trust
Missouri
$82K -$302 -4 -0.3%
WR
707
WD Rutherford
Oregon
$78K – – –
JWM
708
Janiczek Wealth Management
Colorado
$77K -$23.6K -312 -22%
BHWM
709
Beaird Harris Wealth Management
Texas
$75K – – –
NSB
710
Norway Savings Bank
Maine
$69K – – –
GEA
711
Glen Eagle Advisors
New Jersey
$63.7K -$9.44K -125 -12%
SWM
712
Selective Wealth Management
Virginia
$63K – – –
PB
713
Pinnacle Bancorp
Nebraska
$59K – – –
PAI
714
Pittenger & Anderson Inc
Nebraska
$58K -$152K -2,018 -70%
ARMC
715
American Research & Management Company
Massachusetts
$57K – – –
NIC
716
Northwest Investment Counselors
Oregon
$55K – – –
OIA
717
Optimum Investment Advisors
Illinois
$53K – – –
QC
718
Quent Capital
New York
$53K +$5.81K +77 +11%
EDRH
719
Edmond de Rothschild Holding
Switzerland
$52K – – –
ZB
720
Zions Bancorporation
Utah
$51K – – –
WT
721
Washington Trust
Rhode Island
$50K -$52.9K -700 -48%
PMFA
722
Plante Moran Financial Advisors
Michigan
$50K – – –
GWS
723
Glassman Wealth Services
Virginia
$50K +$4K +53 +8%
DSC
724
Duncker Streett & Co
Missouri
$48K – – –
CHC
725
City Holding Co
West Virginia
$46K – – –
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