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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
751
PFG Private Wealth Management
Florida
$98K +$23.1K +316 +30%
GWSG
752
GPS Wealth Strategies Group
Colorado
$98K +$63.1K +864 +173%
WIC
753
Water Island Capital
New York
$93K +$94.4K +1,293 New
FFA
754
Freedman Financial Associates
Massachusetts
$93K +$94.7K +1,297 New
FMII
755
Farmers & Merchants Investments Inc
Nebraska
$86K +$32.7K +447 +59%
LC
756
Lindbrook Capital
California
$81K +$7.82K +107 +11%
CCM
757
Covington Capital Management
California
$81K +$63.5K +870 +348%
BHWM
758
Beaird Harris Wealth Management
Texas
$81K +$81.9K +1,121 New
HI
759
Harbour Investments
Wisconsin
$76K -$149K -2,041 -66%
BFEC
760
Benjamin F. Edwards & Company
Missouri
$76K +$3.73K +51 +5%
NSB
761
Norway Savings Bank
Maine
$75K +$75.8K +1,038 New
IUHSA
762
Itau Unibanco Holding S.A.
Brazil
$72K -$7.96K -109 -10%
HC
763
Hoese & Co
Minnesota
$72K – – –
OF
764
Outfitter Financial
Maine
$72K +$73K +1,000 New
MPWT
765
MassMutual Private Wealth & Trust
Connecticut
$70K +$58.9K +806 +501%
SWM
766
Selective Wealth Management
Virginia
$68K -$9.13K -125 -12%
MC
767
Maverick Capital
Texas
$66K -$242K -3,319 -78%
ATC
768
Adirondack Trust Company
New York
$62K – – –
CFA
769
Carroll Financial Associates
North Carolina
$62K +$18.3K +250 +40%
HNWAG
770
High Net Worth Advisory Group
Florida
$62K +$63.2K +865 New
ARMC
771
American Research & Management Company
Massachusetts
$61K -$3.65K -50 -6%
NIC
772
Northwest Investment Counselors
Oregon
$60K +$60.6K +830 New
AFS
773
Annapolis Financial Services
Maryland
$59K +$42.1K +576 +230%
GEA
774
Glen Eagle Advisors
New Jersey
$58.1K +$31.6K +432 +115%
PB
775
Pinnacle Bancorp
Nebraska
$58K – – –
29 30
31
32 33