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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
501
Pinnacle Wealth Planning Services
Ohio
$713K +$156K +2,132 +27%
Luther King Capital Management (LKCM)
502
Luther King Capital Management (LKCM)
Texas
$698K +$708K +9,697 New
GGHC
503
Gilder Gagnon Howe & Co
New York
$697K +$708K +9,686 New
FC
504
FORA Capital
Florida
$693K -$2.14M -29,312 -75%
PCA
505
Private Capital Advisors
Connecticut
$685K +$695K +9,517 New
SG Americas Securities
506
SG Americas Securities
New York
$684K -$6.68M -91,421 -91%
SPIA
507
Steward Partners Investment Advisory
New York
$681K +$206K +2,818 +42%
PA
508
Parallel Advisors
California
$674K +$169K +2,317 +33%
HH
509
Hilltop Holdings
Texas
$672K +$682K +9,340 New
PTP
510
Platform Technology Partners
New York
$671K +$681K +9,327 New
Prudential Financial
511
Prudential Financial
New Jersey
$667K +$5.55K +76 +0.9%
AMG
512
Asset Management Group
Connecticut
$665K – – –
GAG
513
GM Advisory Group
New York
$658K – – –
IWP
514
Icon Wealth Partners
Texas
$652K +$216K +2,961 +49%
BCM
515
Bayesian Capital Management
New York
$650K -$85.1K -1,165 -11%
EIM
516
Essex Investment Management
Massachusetts
$648K +$658K +9,012 New
TIA
517
Tiemann Investment Advisors
California
$631K +$298K +4,076 +87%
PGFC
518
Peapack-Gladstone Financial Corp
New Jersey
$631K +$640K +8,767 New
RMCM
519
Reynders McVeigh Capital Management
Massachusetts
$631K +$641K +8,775 New
BP
520
Ballentine Partners
Massachusetts
$624K +$64.6K +885 +11%
CAN
521
Cetera Advisor Networks
California
$624K +$238K +3,259 +60%
BFS
522
Bradley Foster & Sargent
Connecticut
$622K +$631K +8,639 New
NSEDCP
523
NJ State Employees Deferred Compensation Plan
New Jersey
$622K +$632K +8,652 New
BG
524
Bahl & Gaynor
Ohio
$621K +$631K +8,636 New
AIL
525
AGF Investments LLC
Ontario, Canada
$609K +$618K +8,461 New