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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
IA
326
IFP Advisors
Florida
$279K +$1.8K +45 +0.7%
MCIM
327
Meadow Creek Investment Management
Georgia
$279K +$102K +2,560 +63%
MWM
328
Mission Wealth Management
California
$276K -$3K -75 -1%
S
329
SignatureFD
Georgia
$265K +$6K +150 +2%
BF
330
BOK Financial
Oklahoma
$263K +$1.6K +40 +0.6%
V
331
Veritable
Delaware
$261K +$4K +100 +2%
DR
332
Davis Rea
Ontario, Canada
$256K – – –
BGCP
333
Bristol Gate Capital Partners
Ontario, Canada
$252K +$238K +5,955 New
SW
334
SVB Wealth
Massachusetts
$250K -$62.2K -1,555 -21%
WAS
335
WESPAC Advisors SoCal
California
$249K – – –
PA
336
Parallel Advisors
California
$246K – – –
RJT
337
Raymond James Trust
Florida
$242K -$400 -10 -0.2%
BC
338
Burney Company
Virginia
$239K – – –
CAPTRUST Financial Advisors
339
CAPTRUST Financial Advisors
North Carolina
$237K – – –
SCCM
340
Schafer Cullen Capital Management
New York
$234K -$6K -150 -3%
SLAM
341
Swiss Life Asset Management
$228K +$215K +5,380 New
TSWM
342
Triangle Securities Wealth Management
North Carolina
$226K +$213K +5,330 New
CAM
343
Cypress Asset Management
Texas
$219K +$207K +5,165 New
UWPG
344
Ullmann Wealth Partners Group
Florida
$215K +$203K +5,075 New
SIAS
345
Shine Investment Advisory Services
Colorado
$213K – – –
FCFC
346
First Commonwealth Financial Corp
Pennsylvania
$212K -$81.2K -2,030 -29%
CC
347
Cornerstone Capital
California
$212K +$200K +5,000 New
UCFA
348
United Capital Financial Advisors
Texas
$211K -$41.6K -1,040 -17%
UR
349
USCA RIA
Texas
$207K +$196K +4,890 New
EP
350
Edgestream Partners
New Jersey
$206K -$414K -10,340 -68%