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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
726
Umpqua Bank
Oregon
$250K – – –
WAM
727
Westport Asset Management
Connecticut
$250K – – –
JGIA
728
Jackson Grant Investment Advisers
Connecticut
$250K – – –
GHA
729
GW Henssler & Associates
Georgia
$249K -$514 -6 -0.2%
CFG
730
Citizens Financial Group
Rhode Island
$248K +$246K +2,867 New
BBA
731
BLB&B Advisors
Pennsylvania
$247K – – –
MIM
732
Morningstar Investment Management
Illinois
$247K – – –
MWM
733
Mission Wealth Management
California
$247K +$5.83K +68 +2%
HWA
734
Heritage Wealth Advisors
Virginia
$246K – – –
HAG
735
HighPoint Advisor Group
Illinois
$245K +$11.7K +136 +5%
HC
736
Hara Capital
Washington
$243K – – –
CIA
737
Capital Investment Advisors
Georgia
$241K +$19.3K +225 +9%
RIL
738
Rothschild Investment LLC
Illinois
$241K – – –
CC
739
Citrine Capital
California
$238K – – –
BBHC
740
Brown Brothers Harriman & Co
New York
$237K +$15.1K +176 +7%
R
741
Rebalance
California
$236K – – –
RC
742
Roundview Capital
New Jersey
$236K +$233K +2,725 New
IIL
743
Income Insurance Ltd
$236K – – –
BEI
744
Benjamin Edwards Inc
Missouri
$236K -$1.8K -21 -0.8%
NFGCM
745
Norman Fields Gottscho Capital Management
New York
$235K +$233K +2,715 New
PP
746
Patron Partners
Texas
$233K -$30.2K -352 -12%
VA
747
VestGen Advisors
Illinois
$233K +$8.57K +100 +4%
ANBT
748
American National Bank & Trust
Texas
$232K – – –
PI
749
PFG Investments
New York
$231K -$36.8K -429 -14%
AG
750
Ascent Group
Virginia
$228K +$226K +2,634 New
28 29
30
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