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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
476
Baker Tilly Wealth Management
Wisconsin
$640K -$287K -3,711 -31%
TF
477
TIAA FSB
Florida
$639K -$7.26K -94 -1%
KF
478
Krilogy Financial
Missouri
$639K +$3.94K +51 +0.6%
GAG
479
GM Advisory Group
New York
$633K
BFS
480
Bradley Foster & Sargent
Connecticut
$633K -$22.2K -288 -3%
Lido Advisors
481
Lido Advisors
California
$632K +$2.63K +34 +0.4%
SPIA
482
Steward Partners Investment Advisory
New York
$629K +$18.8K +244 +3%
PCP
483
Proficio Capital Partners
Massachusetts
$625K -$16.2K -210 -3%
AC
484
AXQ Capital
New Jersey
$623K +$625K +8,100 New
Macquarie Group
485
Macquarie Group
Australia
$621K -$506K -6,553 -45%
BCM
486
BTC Capital Management
Iowa
$620K -$542K -7,021 -47%
IA
487
IFG Advisory
Georgia
$618K +$79.4K +1,028 +15%
WIM
488
Waycross Investment Management
Washington
$617K -$6.87K -89 -1%
BG
489
Bahl & Gaynor
Ohio
$617K -$2.78K -36 -0.4%
YIH
490
Y-Intercept (HK)
Hong Kong
$612K +$614K +7,959 New
SC
491
Saturna Capital
Washington
$605K -$1.35M -17,471 -69%
CCM
492
Coldstream Capital Management
Washington
$604K -$8.03K -104 -1%
AIA
493
Alera Investment Advisors
Illinois
$597K +$7.33K +95 +1%
HCA
494
Harbour Capital Advisors
Virginia
$594K -$386 -5 -0.1%
PTP
495
Platform Technology Partners
New York
$590K -$121K -1,572 -17%
VOYA Investment Management
496
VOYA Investment Management
Georgia
$590K +$592K +7,666 New
CL
497
Choreo LLC
Illinois
$585K +$238K +3,085 +68%
FC
498
Forte Capital
New York
$578K +$386 +5 +0.1%
CCM
499
Cohen Capital Management
California
$577K
FWM
500
Forza Wealth Management
Florida
$577K +$579K +7,500 New