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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
GFP
426
Gryphon Financial Partners
Ohio
$7K – – –
CB
427
CNB Bank
Pennsylvania
$6K – – –
FPFS
428
First Personal Financial Services
North Carolina
$6K – – –
GWS
429
Glassman Wealth Services
Virginia
$6K – – –
SP
430
SWS Partners
Ohio
$6K – – –
ML
431
McAdam LLC
Pennsylvania
$6K +$5.77K +160 New
PFO
432
Pathstone Family Office
New Jersey
$6K +$6.32K +175 New
CIA
433
Cascade Investment Advisors
Oregon
$5.29K +$5.41K +150 New
PWM
434
Perigon Wealth Management
California
$5K – – –
MPWT
435
MassMutual Private Wealth & Trust
Connecticut
$4.59K +$4.69K +130 New
PCG
436
Private Capital Group
Connecticut
$4K +$2.89K +80 +400%
LFA
437
Legacy Financial Advisors
Kentucky
$3K – – –
ME
438
McIlrath & Eck
Washington
$3K – – –
WAP
439
Wealthcare Advisory Partners
Pennsylvania
$3K – – –
HNB
440
Huntington National Bank
Ohio
$3K +$1.26K +35 +78%
FRA
441
Front Row Advisors
California
$3K +$2.17K +60 +240%
CFD
442
Creative Financial Designs
Indiana
$2K – – –
JWA
443
JFS Wealth Advisors
Pennsylvania
$2K – – –
OWA
444
One Wealth Advisors
California
$2K – – –
DWA
445
Divergent Wealth Advisors
Utah
$2K +$2.17K +60 New
GAM
446
Gemmer Asset Management
California
$2K +$2.17K +60 New
TC
447
Trilogy Capital
California
$2K +$2.53K +70 New
WC
448
Whitnell & Co
Illinois
$1K – – –
Lazard Asset Management
449
Lazard Asset Management
New York
$1K +$1.26K +35 New
PCM
450
PAR Capital Management
Massachusetts
– -$29.2M -800,000 Closed