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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
SBL
401
Sargent Bickham Lagudis
Colorado
$17K – – –
ASN
402
Advisory Services Network
Georgia
$16K +$184 +5 +1%
CHC
403
City Holding Co
West Virginia
$15K – – –
KPCM
404
Kings Point Capital Management
New York
$15K – – –
LIA
405
LS Investment Advisors
Michigan
$15K – – –
WIM
406
Westside Investment Management
California
$14.1K +$4.41K +120 +44%
TWMP
407
Taylor Wealth Management Partners
Massachusetts
$14K – – –
TFS
408
TrustCore Financial Services
Tennessee
$12K +$2.94K +80 +33%
KJWM
409
Kiley Juergens Wealth Management
Washington
$12K +$12.9K +350 New
JFA
410
JNBA Financial Advisors
Minnesota
$10K +$10.1K +275 New
CCM
411
Covington Capital Management
California
$9K – – –
Carson Wealth (CWM LLC)
412
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
GFP
413
Gryphon Financial Partners
Ohio
$8K – – –
TL
414
TrueWealth LLC
Georgia
$8K – – –
M
415
MOTCO
Texas
$7K – – –
GWS
416
Glassman Wealth Services
Virginia
$6K – – –
ML
417
McAdam LLC
Pennsylvania
$6K – – –
LFA
418
Legacy Financial Advisors
Kentucky
$6K +$2.39K +65 +62%
KL
419
KWMG LLC
Kansas
$5K +$4.78K +130 New
CF
420
Centaurus Financial
California
$4K +$4.23K +115 New
FRA
421
Front Row Advisors
California
$3K – – –
HNB
422
Huntington National Bank
Ohio
$3K – – –
ME
423
McIlrath & Eck
Washington
$3K – – –
TC
424
Trilogy Capital
California
$3K – – –
MPWT
425
MassMutual Private Wealth & Trust
Connecticut
$2.56K -$2.21K -60 -46%