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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
501
Modern Wealth Management
Kansas
$859K +$930K +12,231 New
AWP
502
Accretive Wealth Partners
New Jersey
$856K +$121K +1,588 +16%
GWMR
503
GC Wealth Management RIA
Massachusetts
$854K -$57.8K -760 -6%
LT
504
Lindsell Train
United Kingdom
$853K +$924K +12,150 New
CCA
505
Corps Capital Advisors
Texas
$851K -$18.3K -241 -2%
AWM
506
Apollon Wealth Management
South Carolina
$848K -$83.4K -1,096 -8%
SC
507
Syon Capital
California
$840K +$125K +1,644 +16%
QCIG
508
Quad-Cities Investment Group
Iowa
$840K +$76 +1 +0%
DS
509
DRW Securities
Illinois
$836K +$905K +11,901 New
SRA
510
Secured Retirement Advisors
Minnesota
$832K -$16.6K -218 -2%
TP
511
Tranquility Partners
Tennessee
$828K +$642K +8,434 +251%
IWC
512
Integrated Wealth Concepts
Massachusetts
$819K -$30.7K -403 -3%
NRD
513
Nebula Research & Development
New York
$816K +$884K +11,617 New
WWM
514
Whalen Wealth Management
Nevada
$804K +$257K +3,383 +42%
GM
515
GeoWealth Management
Illinois
$802K -$77K -1,012 -8%
MIP
516
Marietta Investment Partners
Wisconsin
$795K -$1.06K -14 -0.1%
LFAS
517
Level Four Advisory Services
Texas
$795K +$450K +5,910 +109%
CAM
518
Cresset Asset Management
Illinois
$795K -$59.2K -778 -6%
BRWA
519
B. Riley Wealth Advisors
Florida
$795K +$114K +1,505 +15%
Vontobel Holding
520
Vontobel Holding
Switzerland
$791K +$433K +5,688 +102%
First Manhattan
521
First Manhattan
New York
$790K – – –
YCM
522
Yousif Capital Management
Michigan
$782K – – –
PWPS
523
Pinnacle Wealth Planning Services
Ohio
$777K +$39.7K +522 +5%
ATC
524
Argent Trust Co
Tennessee
$768K -$11.3K -149 -1%
SPIA
525
Steward Partners Investment Advisory
New York
$761K +$77.1K +1,013 +10%