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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
426
Brown Brothers Harriman & Co
New York
$854K -$112K -1,479 -10%
PCIA
427
Prime Capital Investment Advisors
Kansas
$845K +$3.77K +50 +0.4%
AG
428
AIA Group
Hong Kong
$842K +$132K +1,747 +16%
YIH
429
Y-Intercept (HK)
Hong Kong
$838K +$948K +12,558 New
SLF
430
Sun Life Financial
Ontario, Canada
$837K -$213K -2,817 -18%
LWAC
431
Laurel Wealth Advisors (California)
California
$833K -$76 -1 -0%
QCIG
432
Quad-Cities Investment Group
Iowa
$822K -$755 -10 -0.1%
SACTSONJ
433
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$821K -$378K -5,000 -29%
Voloridge Investment Management
434
Voloridge Investment Management
Florida
$821K +$929K +12,298 New
BTWM
435
Baker Tilly Wealth Management
Wisconsin
$819K +$61.5K +814 +7%
AP
436
Appleton Partners
Massachusetts
$815K +$350K +4,634 +61%
DWM
437
Dorchester Wealth Management
Quebec, Canada
$810K – – –
EP
438
Eudaimonia Partners
Tennessee
$808K +$914K +12,111 New
CT
439
Coastline Trust
Rhode Island
$792K – – –
HTHT
440
Hemenway Trust Hemenway Trust
New Hampshire
$786K -$42.8K -567 -5%
MFA
441
Mayflower Financial Advisors
Massachusetts
$774K +$81.4K +1,078 +10%
MWAM
442
Manhattan West Asset Management
California
$771K +$116K +1,542 +15%
WSTAM
443
Wilbanks Smith & Thomas Asset Management
Virginia
$766K -$27.4K -363 -3%
Vontobel Holding
444
Vontobel Holding
Switzerland
$765K +$532K +7,048 +172%
SWP
445
Stratos Wealth Partners
Ohio
$754K -$242K -3,210 -22%
BA
446
Ballast Advisors
Minnesota
$740K -$9.74K -129 -1%
PWPS
447
Pinnacle Wealth Planning Services
Ohio
$729K +$5.21K +69 +0.6%
9WM
448
9258 Wealth Management
Ohio
$724K -$49.5K -656 -6%
GJIC
449
Gamble Jones Investment Counsel
California
$724K – – –
ACH
450
ArrowMark Colorado Holdings
Colorado
$718K – – –