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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
MFGM
301
Marshall Financial Group (Maryland)
Maryland
$897K +$68.7K +964 +8%
TC
302
TownSquare Capital
Utah
$877K +$148K +2,083 +18%
SCM
303
Shelton Capital Management
Colorado
$875K – – –
ISL
304
Ingalls & Snyder LLC
New York
$870K -$34.1K -478 -3%
YIH
305
Y-Intercept (HK)
Hong Kong
$867K +$661K +9,282 +232%
PGIM
306
Pacific Global Investment Management
California
$851K +$285 +4 +0%
MA
307
MUFG Americas
New York
$836K +$60.2K +845 +7%
RHBC
308
R.H. Bluestein & Co
Michigan
$813K – – –
AT
309
Arden Trust
Delaware
$800K -$82.5K -1,158 -9%
WA
310
Wealth Alliance
New York
$793K +$30.2K +424 +4%
MIP
311
Marietta Investment Partners
Wisconsin
$792K – – –
BA
312
Ballast Advisors
Minnesota
$782K +$6.7K +94 +0.8%
KeyBank National Association
313
KeyBank National Association
Ohio
$777K -$5.34K -75 -0.6%
VWA
314
V Wealth Advisors
Kansas
$773K +$53.7K +754 +7%
Cetera Investment Advisers
315
Cetera Investment Advisers
Illinois
$770K -$679K -9,532 -45%
Mariner
316
Mariner
Kansas
$768K +$842K +11,809 New
GJIC
317
Gamble Jones Investment Counsel
California
$765K – – –
PAS
318
Park Avenue Securities
New York
$756K +$5.27K +74 +0.6%
V
319
Veritable
Delaware
$741K – – –
CIC
320
Carnegie Investment Counsel
Ohio
$739K – – –
DWM
321
Dorchester Wealth Management
Quebec, Canada
$737K +$231K +3,235 +40%
BG
322
Bollard Group
Massachusetts
$728K +$485K +6,808 +155%
MC
323
Moors & Cabot
Massachusetts
$727K +$96.2K +1,350 +14%
CCM
324
Coldstream Capital Management
Washington
$721K -$415K -5,824 -71%
HW
325
Hancock Whitney
Mississippi
$671K -$4.85K -68 -0.7%