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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
TL
451
TrueWealth LLC
Georgia
$8K – – –
AIA
452
Alera Investment Advisors
Illinois
$8K +$9.2K +230 New
WAM
453
Watermark Asset Management
California
$8K +$9.2K +230 New
M
454
MOTCO
Texas
$7K – – –
FPFS
455
First Personal Financial Services
North Carolina
$7K +$7.4K +185 New
W
456
WealthOne
New York
$7K +$7.8K +195 New
HNB
457
Huntington National Bank
Ohio
$6K +$3.2K +80 +80%
SL
458
Salomon & Ludwin
Virginia
$6K +$6.4K +160 New
KL
459
KWMG LLC
Kansas
$5K – – –
CA
460
Claro Advisors
Massachusetts
$5K +$4.8K +120 New
IWA
461
Intercontinental Wealth Advisors
Texas
$5K +$5.6K +140 New
FCA
462
FinTrust Capital Advisors
South Carolina
$4K +$4.4K +110 New
BOPW
463
Brandywine Oak Private Wealth
Pennsylvania
$4K +$4.8K +120 New
LWM
464
Liberty Wealth Management
California
$4K +$5.2K +130 New
CIA
465
ClearBridge Investments (Australia)
Australia
$3K – – –
FRA
466
Front Row Advisors
California
$3K – – –
ME
467
McIlrath & Eck
Washington
$3K – – –
PCG
468
Private Capital Group
Connecticut
$3K – – –
AIM
469
Advantage Investment Management
Iowa
$3K +$3.8K +95 New
MPWT
470
MassMutual Private Wealth & Trust
Connecticut
$2.49K – – –
Canada Pension Plan Investment Board
471
Canada Pension Plan Investment Board
Ontario, Canada
$2K -$16.2K -405 -89%
GAM
472
Gemmer Asset Management
California
$2K – – –
PWMG
473
Prestige Wealth Management Group
New Jersey
$2K +$2.4K +60 New
KPW
474
Kore Private Wealth
New York
$2K +$2.8K +70 New
AssetMark Inc
475
AssetMark Inc
California
$1K -$200 -5 -25%