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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
401
O'Shaughnessy Asset Management
Connecticut
$33K -$24.6K -500 -40%
ARMC
402
American Research & Management Company
Massachusetts
$33K
GWM
403
Geneos Wealth Management
Colorado
$33K
OC
404
Oakworth Capital
Alabama
$33K
First Manhattan
405
First Manhattan
New York
$32K
RFA
406
Reilly Financial Advisors
California
$31K
BBHC
407
Brown Brothers Harriman & Co
New York
$29K -$73.6K -1,495 -69%
CFA
408
Carroll Financial Associates
North Carolina
$27K
AT
409
Arden Trust
Delaware
$27K +$30K +610 New
ST
410
Smithfield Trust
Pennsylvania
$25K -$5.66K -115 -17%
SSWG
411
Seven Springs Wealth Group
Tennessee
$24K
TCM
412
Tradewinds Capital Management
Washington
$23K
AWM
413
AllSquare Wealth Management
New York
$22K
CHA
414
Carmichael Hill & Associates
Maryland
$22K
HGWM
415
Harvest Group Wealth Management
Massachusetts
$22K
FBT
416
First Bank & Trust
South Dakota
$22K +$24.6K +500 New
AIM
417
Anchor Investment Management
South Carolina
$22K -$24.6K -500 -50%
VCS
418
Vaughan & Co Securities
New Jersey
$22K
PP
419
Pacifica Partners
Canada
$20K
KPCM
420
Kings Point Capital Management
New York
$18K -$73.8K -1,500 -79%
SBL
421
Sargent Bickham Lagudis
Colorado
$18K -$40.4K -820 -67%
CHC
422
City Holding Co
West Virginia
$18K
APWM
423
Atlas Private Wealth Management
New York
$16K
OAJ
424
Ogorek Anthony Joseph
New York
$16K
CI
425
CX Institutional
Indiana
$16K +$3.69K +75 +26%