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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
751
Parkside Financial Bank & Trust
Missouri
$95.6K +$93.5K +1,184 New
RFA
752
Resurgent Financial Advisors
Georgia
$95.5K -$5.76K -73 -6%
CTA
753
Colonial Trust Advisors
South Carolina
$93.1K – – –
HPC
754
HM Payson & Co
Maine
$93K +$91K +1,152 New
DJSG
755
D.J. St. Germain
Massachusetts
$90.9K +$88.8K +1,125 New
BHWM
756
Beaird Harris Wealth Management
Texas
$90.5K – – –
GJIA
757
Glass Jacobson Investment Advisors
Maryland
$88.8K +$86.8K +1,100 New
GFL
758
Granite FO LLC
New Hampshire
$80.9K – – –
CCP
759
Carmel Capital Partners
California
$80.8K -$7.89K -100 -9%
PTC
760
Private Trust Company
Ohio
$79.2K +$21.2K +269 +38%
HI
761
Harbour Investments
Wisconsin
$79K +$77.2K +978 New
GEA
762
Glen Eagle Advisors
New Jersey
$77.2K – – –
VCM
763
Vigilant Capital Management
Maine
$75K – – –
PI
764
PineBridge Investments
New York
$74.9K – – –
PB
765
Pinnacle Bancorp
Nebraska
$71.2K – – –
PAI
766
Pittenger & Anderson Inc
Nebraska
$69.9K – – –
NIC
767
Northwest Investment Counselors
Oregon
$69.3K – – –
BTI
768
Blue Trust Inc
Georgia
$67K -$142K -1,801 -67%
QC
769
Quent Capital
New York
$64.1K – – –
OIA
770
Optimum Investment Advisors
Illinois
$64K – – –
PMFA
771
Plante Moran Financial Advisors
Michigan
$60.6K – – –
DSC
772
Duncker Streett & Co
Missouri
$58.2K – – –
RI
773
Ridgewood Investments
New Jersey
$56.9K – – –
PP
774
Pacifica Partners
Canada
$56.5K +$1.58K +20 +3%
CHC
775
City Holding Co
West Virginia
$55.6K – – –
29 30
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