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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
FP
451
Fiduciary Planning
Florida
$65K +$60.9K +935 New
GWM
452
Geneos Wealth Management
Colorado
$61K – – –
ATC
453
Adirondack Trust Company
New York
$58K – – –
PFO
454
Pathstone Family Office
New Jersey
$57K +$53.4K +820 New
CWC
455
Carolinas Wealth Consulting
North Carolina
$56K – – –
PB
456
Pinnacle Bancorp
Nebraska
$55K – – –
FMII
457
Farmers & Merchants Investments Inc
Nebraska
$54K -$7.16K -110 -12%
SQA
458
Simon Quick Advisors
New Jersey
$54K +$50.8K +780 New
EFSCE
459
Enterprise Financial Services Corp (EFSC)
Missouri
$52K -$7.49K -115 -13%
ARMC
460
American Research & Management Company
Massachusetts
$52K – – –
First Manhattan
461
First Manhattan
New York
$52K – – –
OC
462
Oakworth Capital
Alabama
$52K – – –
PMFA
463
Plante Moran Financial Advisors
Michigan
$52K – – –
BBHC
464
Brown Brothers Harriman & Co
New York
$50K +$5.86K +90 +14%
MA
465
Montag & Associates
Georgia
$50K +$47.2K +725 New
MHR
466
Matthew Hamilton Rosenberg
$48K – – –
CFA
467
Carroll Financial Associates
North Carolina
$43K – – –
SFS
468
Sowell Financial Services
Arkansas
$41K +$33.5K +515 +644%
TCM
469
Tradewinds Capital Management
Washington
$37K – – –
PWM
470
Perigon Wealth Management
California
$36K +$34.2K +525 New
AWM
471
AllSquare Wealth Management
New York
$35K – – –
CHA
472
Carmichael Hill & Associates
Maryland
$35K – – –
HGWM
473
Harvest Group Wealth Management
Massachusetts
$35K – – –
AWM
474
Avior Wealth Management
Nebraska
$35K +$32.5K +500 +3,333%
AIM
475
Anchor Investment Management
South Carolina
$34.7K – – –