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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
526
Alera Investment Advisors
Illinois
$535K +$14.6K +201 +3%
AP
527
Appleton Partners
Massachusetts
$530K +$549K +7,586 New
CCM
528
Cohen Capital Management
California
$524K – – –
NFC
529
Northeast Financial Consultants
Connecticut
$523K +$8.26K +114 +2%
FC
530
Forte Capital
New York
$520K +$27.2K +375 +5%
HSA
531
HBK Sorce Advisory
Pennsylvania
$519K -$27.4K -379 -5%
CT
532
Columbia Trust
Oregon
$516K – – –
FTDI
533
First Trust Direct Indexing
Massachusetts
$511K +$7.53K +104 +1%
CAN
534
Cetera Advisor Networks
California
$502K +$12.5K +172 +2%
AIM
535
Aigen Investment Management
New York
$495K +$513K +7,086 New
SHFA
536
SS&H Financial Advisors
Michigan
$493K – – –
BP
537
Ballentine Partners
Massachusetts
$488K -$104K -1,431 -17%
FWIA
538
Fort Washington Investment Advisors
Ohio
$473K +$94.1K +1,300 +24%
GAM
539
Grandview Asset Management
Pennsylvania
$462K -$53.4K -737 -10%
WAP
540
Wealthcare Advisory Partners
Pennsylvania
$459K +$10.6K +147 +2%
CIS
541
Continental Investors Services
Washington
$443K – – –
CCM
542
Cullen Capital Management
New York
$436K – – –
IAIM
543
Industrial Alliance Investment Management
Quebec, Canada
$433K -$68.7K -949 -13%
ST
544
Sabal Trust
Florida
$433K – – –
LB
545
Legacy Bridge
Iowa
$428K – – –
WAM
546
Walker Asset Management
Missouri
$427K +$7.68K +106 +2%
TIA
547
Tiemann Investment Advisors
California
$421K – – –
MA
548
Montag & Associates
Georgia
$420K -$72.8K -1,005 -14%
FCCM
549
First City Capital Management
Georgia
$420K – – –
CGL
550
Clarius Group LLC
Washington
$417K +$8.76K +121 +2%