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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
351
Fifth Third Bancorp
Ohio
$171K -$2.09K -60 -1%
MOS
352
MGO One Seven
Ohio
$156K +$149K +4,270 New
MCIM
353
Meadow Creek Investment Management
Georgia
$149K – – –
PCM
354
Poehling Capital Management
Wisconsin
$146K +$139K +4,000 New
LWCFA
355
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$144K – – –
C
356
Cerebellum
California
$133K +$127K +3,635 New
DZ Bank
357
DZ Bank
Germany
$128K +$122K +3,500 New
RFC
358
Regions Financial Corp
Alabama
$111K +$105K +3,025 New
BFEC
359
Benjamin F. Edwards & Company
Missouri
$110K – – –
APA
360
American Portfolios Advisors
New York
$104K +$99.3K +2,850 New
WAM
361
Wealthspire Advisors (Maryland)
Maryland
$97K +$18.1K +520 +24%
EWM
362
Evercore Wealth Management
New York
$91K – – –
CAPTRUST Financial Advisors
363
CAPTRUST Financial Advisors
North Carolina
$89K +$84.8K +2,435 New
TSW
364
Thompson Siegel & Walmsley
Virginia
$84K – – –
AAP
365
Arax Advisory Partners
Colorado
$78K +$348 +10 +0.5%
ST
366
Smithfield Trust
Pennsylvania
$77K – – –
VFA
367
Valeo Financial Advisors
Indiana
$76K – – –
PWPS
368
Pinnacle Wealth Planning Services
Ohio
$73K +$70K +2,010 New
EA
369
Edge Advisors
Georgia
$69K +$11.5K +330 +21%
PGWM
370
Parisi Gray Wealth Management
New Jersey
$63K +$59.9K +1,720 New
BWL
371
Bogart Wealth LLC
Virginia
$55K +$4.88K +140 +10%
ATC
372
Adirondack Trust Company
New York
$54K – – –
QCG
373
Quadrant Capital Group
Ohio
$53K +$1.92K +55 +3%
CPA
374
Clear Perspective Advisors
Illinois
$51K – – –
PG
375
Patten Group
Tennessee
$48K – – –