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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
AP
376
Advisor Partners
California
$230K +$213K +4,495 New
CT
377
Columbia Trust
Oregon
$229K +$213K +4,500 New
TIA
378
Tiemann Investment Advisors
California
$223K
BG
379
Bollard Group
Massachusetts
$223K +$208K +4,375 New
WAS
380
WESPAC Advisors SoCal
California
$219K +$202K +4,250 New
BIM
381
Baldwin Investment Management
Pennsylvania
$215K +$200K +4,210 New
CG
382
Colony Group
Massachusetts
$213K +$198K +4,165 New
AO
383
Advisor OS
Illinois
$211K +$196K +4,130 New
NHC
384
Nicholas Hoffman & Company
Georgia
$205K +$190K +4,010 New
PCM
385
Poehling Capital Management
Wisconsin
$204K +$190K +4,000 New
Fifth Third Bancorp
386
Fifth Third Bancorp
Ohio
$202K -$217K -4,565 -54%
IA
387
IFP Advisors
Florida
$197K -$6.64K -140 -3%
QI
388
QS Investors
New York
$188K -$262K -5,525 -60%
Group One Trading
389
Group One Trading
Illinois
$171K +$159K +3,350 New
OSAM
390
O'Shaughnessy Asset Management
Connecticut
$153K +$107K +2,260 +303%
HWA
391
Heritage Wealth Advisors
Virginia
$152K
LWCFA
392
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$146K
JGIA
393
Jackson Grant Investment Advisers
Connecticut
$144K
BFM
394
Boston Financial Management
Massachusetts
$143K +$133K +2,800 New
ZB
395
Zions Bancorporation
Utah
$139K
HBT
396
Hills Bank & Trust
Iowa
$135K +$126K +2,650 New
C
397
Cerebellum
California
$133K +$172K +3,635 New
BWP
398
Baldwin Wealth Partners
Massachusetts
$111K -$51K -1,075 -33%
AAP
399
Arax Advisory Partners
Colorado
$96K
CA
400
Clearstead Advisors
Ohio
$95K +$44.1K +930 +100%