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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
326
Evercore Wealth Management
New York
$84K -$223K -7,000 -74%
TSW
327
Thompson Siegel & Walmsley
Virginia
$78K +$26.9K +845 +58%
WAM
328
Wealthspire Advisors (Maryland)
Maryland
$72K -$9.86K -310 -13%
AAP
329
Arax Advisory Partners
Colorado
$72K -$3.02K -95 -4%
ST
330
Smithfield Trust
Pennsylvania
$70K -$12.7K -400 -16%
VFA
331
Valeo Financial Advisors
Indiana
$70K +$66K +2,075 New
AIM
332
Anchor Investment Management
South Carolina
$58.8K -$9.54K -300 -15%
EA
333
Edge Advisors
Georgia
$53K +$159 +5 +0.3%
ATC
334
Adirondack Trust Company
New York
$50K – – –
QCG
335
Quadrant Capital Group
Ohio
$48K -$954 -30 -2%
CPA
336
Clear Perspective Advisors
Illinois
$47K – – –
PG
337
Patten Group
Tennessee
$45K – – –
BWL
338
Bogart Wealth LLC
Virginia
$45K +$43.1K +1,355 New
ARMC
339
American Research & Management Company
Massachusetts
$43K +$159 +5 +0.4%
AF
340
Allworth Financial
California
$42K – – –
Nomura Holdings
341
Nomura Holdings
Japan
$41K +$39.3K +1,235 New
EDRH
342
Edmond de Rothschild Holding
Switzerland
$40K -$143K -4,500 -79%
PCP
343
Proficio Capital Partners
Massachusetts
$40K – – –
TCOV
344
Trust Company of Vermont
Vermont
$39K – – –
SIM
345
Sonora Investment Management
Arizona
$38.1K – – –
GRP
346
Global Retirement Partners
California
$35K +$13.5K +425 +70%
FMII
347
Farmers & Merchants Investments Inc
Nebraska
$34K -$3.66K -115 -10%
MVIP
348
Mar Vista Investment Partners
California
$34K – – –
VIA
349
Vantage Investment Advisors
Pennsylvania
$34K – – –
EFSCE
350
Enterprise Financial Services Corp (EFSC)
Missouri
$33K – – –