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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
326
Ullmann Wealth Partners Group
Florida
$311K – – –
OWP
327
Obermeyer Wealth Partners
Colorado
$308K – – –
HFS
328
HL Financial Services
Kentucky
$306K -$12K -300 -4%
TCM
329
Tran Capital Management
California
$298K -$112K -2,805 -28%
CAW
330
Cornerstone Advisors (Washington)
Washington
$294K +$11.2K +280 +4%
HCA
331
Harbour Capital Advisors
Virginia
$291K – – –
WA
332
WESPAC Advisors
California
$291K +$321K +8,000 New
KeyBank National Association
333
KeyBank National Association
Ohio
$283K – – –
BP
334
Ballentine Partners
Massachusetts
$281K -$47.9K -1,195 -15%
LWAC
335
Laurel Wealth Advisors (California)
California
$275K -$200 -5 -0.1%
SCCM
336
Schafer Cullen Capital Management
New York
$274K – – –
BC
337
Barnett & Company
Tennessee
$273K – – –
IB
338
Intrust Bank
Kansas
$271K – – –
MWM
339
Mission Wealth Management
California
$268K – – –
TAM
340
Tyers Asset Management
Texas
$265K – – –
BF
341
BOK Financial
Oklahoma
$263K -$12.2K -305 -5%
SPIA
342
Steward Partners Investment Advisory
New York
$261K – – –
FB
343
Fulton Bank
Pennsylvania
$258K -$77.8K -1,940 -24%
Carson Wealth (CWM LLC)
344
Carson Wealth (CWM LLC)
Nebraska
$255K +$630K +15,720 +1,894%
V
345
Veritable
Delaware
$253K – – –
PA
346
Parallel Advisors
California
$249K +$10.8K +270 +5%
RCM
347
Riverhead Capital Management
Delaware
$242K – – –
WAS
348
WESPAC Advisors SoCal
California
$242K – – –
Mercer Global Advisors
349
Mercer Global Advisors
Colorado
$242K +$236K +5,880 New
CAM
350
Cresset Asset Management
Illinois
$238K +$9.07M +226,150 +904,600%