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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
326
AssetMark Inc
California
$12K +$13.2K +470 New
TWMP
327
Taylor Wealth Management Partners
Massachusetts
$11K -$10.5K -375 -45%
FNBT
328
FineMark National Bank & Trust
Florida
$10K -$3.79K -135 -26%
KPCM
329
Kings Point Capital Management
New York
$10K
LIA
330
LS Investment Advisors
Michigan
$10K
PCP
331
Proficio Capital Partners
Massachusetts
$9K +$9.97K +355 New
DBT
332
Dubuque Bank & Trust
Iowa
$9K +$10.1K +360 New
IWMPD
333
Integrated Wealth Management (Palm Desert)
California
$8K -$1.82K -65 -16%
WEC
334
Winslow Evans & Crocker
Massachusetts
$5.74K +$6.46K +230 New
BC
335
Bartlett & Co
Ohio
$4K
JWA
336
JFS Wealth Advisors
Pennsylvania
$4K +$4.77K +170 New
ST
337
Spot Trading
Illinois
$4K +$4.77K +170 New
BFEC
338
Benjamin F. Edwards & Company
Missouri
$3K
FAM
339
Fred Alger Management
New York
$3K +$2.95K +105 New
AC
340
Alexandria Capital
Virginia
$2K
WC
341
Whitnell & Co
Illinois
$2K
HNB
342
Huntington National Bank
Ohio
$1K
MSFP
343
Mark Sheptoff Financial Planning
Connecticut
$1K
WA
344
Winfield Associates
Ohio
$1K
QCG
345
Quadrant Capital Group
Ohio
$1K +$842 +30 +67%
RWM
346
Raffa Wealth Management
District of Columbia
$638
Arrowstreet Capital
347
Arrowstreet Capital
Massachusetts
-$57.1M -2,000,075 Closed
SIG
348
Senator Investment Group
New York
-$57.4M -2,000,000 Closed
OTPPB
349
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$38.5M -1,347,095 Closed
GCM
350
Glenview Capital Management
New York
-$35.3M -1,228,145 Closed