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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
501
Integrated Wealth Concepts
Massachusetts
$925K +$615 +8 +0.1%
Luther King Capital Management (LKCM)
502
Luther King Capital Management (LKCM)
Texas
$911K +$65.1K +846 +8%
First Manhattan
503
First Manhattan
New York
$892K
PCM
504
Peregrine Capital Management
Minnesota
$889K -$378K -4,919 -30%
TPW
505
Transatlantique Private Wealth
New York
$888K +$55.6K +723 +7%
GWM
506
Geneos Wealth Management
Colorado
$875K -$487K -6,332 -36%
Vontobel Holding
507
Vontobel Holding
Switzerland
$873K -$19.1K -248 -2%
GM
508
GeoWealth Management
Illinois
$872K -$32.2K -419 -4%
WA
509
Waverly Advisors
Alabama
$868K +$11.5K +149 +1%
AGWCA
510
Annis Gardner Whiting Capital Advisors
Florida
$854K
SPIA
511
Steward Partners Investment Advisory
New York
$847K -$12.6K -164 -2%
TCA
512
Transcend Capital Advisors
New Jersey
$844K +$23.1K +300 +3%
AUB
513
Atlantic Union Bankshares
Virginia
$837K -$359K -4,661 -31%
ATC
514
Argent Trust Co
Tennessee
$833K -$32.6K -424 -4%
PAG
515
Private Advisor Group
New Jersey
$829K +$12.5K +162 +2%
IBOK
516
Independence Bank of Kentucky
Kentucky
$824K -$13.5K -175 -2%
ISWM
517
Independent Solutions Wealth Management
New York
$823K -$28.2K -366 -3%
CI
518
Corient IA
Florida
$811K
LFS
519
Legacy Financial Strategies
Kansas
$808K -$2.62K -34 -0.3%
V
520
VeraBank
Texas
$806K -$4.23K -55 -0.5%
MFG
521
Merit Financial Group
Georgia
$804K +$157K +2,045 +25%
PWPS
522
Pinnacle Wealth Planning Services
Ohio
$794K -$80.2K -1,043 -9%
SVWAG
523
Sound View Wealth Advisors Group
Georgia
$794K -$1.7M -22,109 -69%
IWM
524
IHT Wealth Management
Illinois
$793K -$37.4K -486 -5%
DA
525
Dover Advisors
Virginia
$792K +$24.4K +317 +3%