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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
476
Johnson Investment Counsel
Ohio
$814K -$142K -1,926 -15%
SCM
477
Sterling Capital Management
North Carolina
$812K -$26.6K -362 -3%
MMA
478
Miracle Mile Advisors
California
$809K -$31.9K -433 -4%
SRA
479
Secured Retirement Advisors
Minnesota
$808K -$32K -435 -4%
CAM
480
Cresset Asset Management
Illinois
$798K +$92.1K +1,251 +13%
SPIA
481
Steward Partners Investment Advisory
New York
$795K -$51.2K -696 -6%
KHCM
482
Kirtland Hills Capital Management
Ohio
$793K +$150K +2,037 +23%
TCM
483
Tuttle Capital Management
Connecticut
$772K +$157K +2,132 +26%
Brown Advisory
484
Brown Advisory
Maryland
$772K -$210K -2,856 -21%
MFG
485
Merit Financial Group
Georgia
$764K -$14.1K -191 -2%
Balyasny Asset Management
486
Balyasny Asset Management
Illinois
$754K +$753K +10,235 New
LFS
487
Legacy Financial Strategies
Kansas
$750K
QCM
488
QRG Capital Management
Illinois
$747K +$13.2K +179 +2%
ISWM
489
Independent Solutions Wealth Management
New York
$746K +$5.15K +70 +0.7%
ATC
490
Argent Trust Co
Tennessee
$743K -$11.3K -154 -2%
TIM
491
Timelo Investment Management
Ontario, Canada
$736K
IP
492
Indivisible Partners
Florida
$732K +$731K +9,938 New
GWM
493
Geneos Wealth Management
Colorado
$730K -$4.27K -58 -0.6%
CPCM
494
Cardinal Point Capital Management
Ontario, Canada
$724K +$338K +4,594 +88%
TCA
495
Transcend Capital Advisors
New Jersey
$722K -$182K -2,473 -20%
V
496
VeraBank
Texas
$718K +$18.4K +250 +3%
VA
497
Vident Advisory
Georgia
$710K +$14.8K +201 +2%
PWPS
498
Pinnacle Wealth Planning Services
Ohio
$690K +$26.1K +354 +4%
XT
499
XTX Topco
Cayman Islands
$688K -$2.1M -28,564 -75%
VWM
500
Venturi Wealth Management
Texas
$684K -$57.6K -782 -8%