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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
426
Geneos Wealth Management
Colorado
$29K -$8.02K -200 -22%
RFA
427
Reilly Financial Advisors
California
$29K – – –
LC
428
Lindbrook Capital
California
$28K – – –
GEA
429
Glen Eagle Advisors
New Jersey
$27.8K +$27.1K +675 New
TCM
430
Tradewinds Capital Management
Washington
$27K – – –
CFA
431
Carroll Financial Associates
North Carolina
$25K – – –
SF
432
Synovus Financial
Georgia
$25K – – –
AWM
433
AllSquare Wealth Management
New York
$21K – – –
FHA
434
First Horizon Advisors
Tennessee
$20K -$16K -400 -45%
CFGS
435
Concourse Financial Group Securities
Alabama
$20K -$2.41K -60 -11%
SBL
436
Sargent Bickham Lagudis
Colorado
$17K – – –
CHC
437
City Holding Co
West Virginia
$16K – – –
KPW
438
Kore Private Wealth
New York
$15K +$11.8K +295 +421%
Rockefeller Capital Management
439
Rockefeller Capital Management
New York
$15K +$15K +375 New
LFA
440
Legacy Financial Advisors
Kentucky
$14K +$1.2K +30 +10%
AIA
441
Alera Investment Advisors
Illinois
$14K +$4.21K +105 +46%
BGIM
442
Brandywine Global Investment Management
Pennsylvania
$13K – – –
TFGT
443
TS Financial Group (TSFG)
Illinois
$13K +$12.8K +320 New
CCM
444
Covington Capital Management
California
$10K – – –
TFS
445
TrustCore Financial Services
Tennessee
$10K – – –
BlackRock
446
BlackRock
New York
$10K +$9.62K +240 New
IWP
447
Icon Wealth Partners
Texas
$10K +$9.82K +245 New
TL
448
TrueWealth LLC
Georgia
$9K – – –
FPFS
449
First Personal Financial Services
North Carolina
$8K – – –
LWM
450
Liberty Wealth Management
California
$8K +$3.01K +75 +58%