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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
LFS
476
Legacy Financial Strategies
Kansas
$849K – – –
DWP
477
Daymark Wealth Partners
Ohio
$844K -$55.9K -708 -6%
V
478
VeraBank
Texas
$834K – – –
SWP
479
Stratos Wealth Partners
Ohio
$826K +$807K +10,224 New
SFA
480
Sequoia Financial Advisors
Ohio
$814K +$796K +10,081 New
WPW
481
Waldron Private Wealth
Pennsylvania
$806K -$47K -595 -6%
BCM
482
Bayesian Capital Management
New York
$803K -$2.12M -26,900 -73%
BBHC
483
Brown Brothers Harriman & Co
New York
$794K -$205K -2,595 -21%
ASN
484
Advisory Services Network
Georgia
$794K -$57K -722 -7%
PWPS
485
Pinnacle Wealth Planning Services
Ohio
$780K -$52.4K -664 -6%
RCM
486
Ratan Capital Management
Florida
$779K +$762K +9,646 New
Luther King Capital Management (LKCM)
487
Luther King Capital Management (LKCM)
Texas
$774K -$7.58K -96 -1%
PCA
488
Private Capital Advisors
Connecticut
$769K – – –
PAG
489
Private Advisor Group
New Jersey
$768K -$12K -152 -2%
BJL
490
Brighton Jones LLC
Washington
$754K +$5.05K +64 +0.7%
AF
491
Allworth Financial
California
$750K -$2.45K -31 -0.3%
AWP
492
Accretive Wealth Partners
New Jersey
$745K +$36.6K +464 +5%
AMG
493
Asset Management Group
Connecticut
$741K – – –
BCM
494
Brookstone Capital Management
Illinois
$739K -$1.1K -14 -0.1%
Lido Advisors
495
Lido Advisors
California
$738K +$72.5K +918 +11%
BA
496
Ballast Advisors
Minnesota
$734K +$717K +9,087 New
CCA
497
Checchi Capital Advisers
California
$734K +$717K +9,085 New
SP
498
Symmetry Partners
Connecticut
$732K – – –
FAIM
499
Financial Advocates Investment Management
Washington
$728K +$8.37K +106 +1%
TPW
500
Transatlantique Private Wealth
New York
$722K +$11.8K +150 +2%