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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
MOS
351
MGO One Seven
Ohio
$156K +$149K +4,270 New
MCIM
352
Meadow Creek Investment Management
Georgia
$149K
PCM
353
Poehling Capital Management
Wisconsin
$146K +$139K +4,000 New
LWCFA
354
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$144K
C
355
Cerebellum
California
$133K +$127K +3,635 New
DZ Bank
356
DZ Bank
Germany
$128K +$122K +3,500 New
RFC
357
Regions Financial Corp
Alabama
$111K +$105K +3,025 New
BFEC
358
Benjamin F. Edwards & Company
Missouri
$110K
APA
359
American Portfolios Advisors
New York
$104K +$99.3K +2,850 New
WAM
360
Wealthspire Advisors (Maryland)
Maryland
$97K +$18.1K +520 +24%
EWM
361
Evercore Wealth Management
New York
$91K
CAPTRUST Financial Advisors
362
CAPTRUST Financial Advisors
North Carolina
$89K +$84.8K +2,435 New
TSW
363
Thompson Siegel & Walmsley
Virginia
$84K
AAP
364
Arax Advisory Partners
Colorado
$78K +$348 +10 +0.5%
ST
365
Smithfield Trust
Pennsylvania
$77K
VFA
366
Valeo Financial Advisors
Indiana
$76K
PWPS
367
Pinnacle Wealth Planning Services
Ohio
$73K +$70K +2,010 New
EA
368
Edge Advisors
Georgia
$69K +$11.5K +330 +21%
PGWM
369
Parisi Gray Wealth Management
New Jersey
$63K +$59.9K +1,720 New
BWL
370
Bogart Wealth LLC
Virginia
$55K +$4.88K +140 +10%
ATC
371
Adirondack Trust Company
New York
$54K
QCG
372
Quadrant Capital Group
Ohio
$53K +$1.92K +55 +3%
CPA
373
Clear Perspective Advisors
Illinois
$51K
PG
374
Patten Group
Tennessee
$48K
AF
375
Allworth Financial
California
$46K