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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
PAA
701
Peregrine Asset Advisers
Oregon
$303K – – –
BIM
702
Baldwin Investment Management
Pennsylvania
$303K – – –
SQA
703
Simon Quick Advisors
New Jersey
$302K +$83.5K +1,084 +35%
FG
704
Foster Group
Iowa
$301K -$38K -493 -11%
GCP
705
GSA Capital Partners
United Kingdom
$301K -$307K -3,987 -49%
TC
706
TwinBeech Capital
New York
$301K +$129K +1,675 +67%
CGL
707
Clarius Group LLC
Washington
$299K -$3.77K -49 -1%
MF
708
Montis Financial
Massachusetts
$298K +$34K +441 +12%
SG
709
Straightline Group
Michigan
$297K +$316K +4,099 New
LC
710
LCNB Corp
Ohio
$296K – – –
KIA
711
Knollwood Investment Advisory
Maryland
$293K – – –
WGAM
712
Wilkinson Global Asset Management
New York
$292K – – –
QCG
713
Quadrant Capital Group
Ohio
$290K -$54K -701 -15%
UCFA
714
United Capital Financial Advisors
Texas
$290K +$31.3K +406 +11%
AF
715
Alerus Financial
North Dakota
$290K -$2.35M -30,452 -88%
PCM
716
Poehling Capital Management
Wisconsin
$289K – – –
MFG
717
Merit Financial Group
Georgia
$288K +$307K +3,986 New
BFG
718
Bleakley Financial Group
New Jersey
$288K -$7.55K -98 -2%
JFG
719
Jefferies Financial Group
New York
$287K -$21.3K -276 -7%
FPAS
720
Focus Partners Advisor Solutions
Missouri
$281K +$7.86K +102 +3%
GRP
721
Global Retirement Partners
California
$280K -$115K -1,490 -28%
APWM
722
Argonautica Private Wealth Management
Massachusetts
$279K +$2.39K +31 +0.8%
RBWA
723
RFG - Bristol Wealth Advisors
Massachusetts
$277K +$295K +3,830 New
TSWM
724
Triangle Securities Wealth Management
North Carolina
$275K – – –
PP
725
Patron Partners
Texas
$275K – – –
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