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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
TPW
526
Transatlantique Private Wealth
New York
$617K +$59.9K +796 +11%
KTA
527
Keeley-Teton Advisors
Illinois
$617K +$622K +8,269 New
KF
528
Krilogy Financial
Missouri
$615K +$621K +8,250 New
GAG
529
GM Advisory Group
New York
$614K
AT
530
American Trust
Kentucky
$611K -$54.2K -720 -8%
Lido Advisors
531
Lido Advisors
California
$610K -$3.01K -40 -0.5%
WIM
532
Waycross Investment Management
Washington
$605K +$610K +8,114 New
BG
533
Bahl & Gaynor
Ohio
$601K +$10.3K +137 +2%
BF
534
BOK Financial
Oklahoma
$598K -$63.4K -843 -10%
HH
535
Hilltop Holdings
Texas
$594K -$56.7K -754 -9%
CCM
536
Coldstream Capital Management
Washington
$594K +$599K +7,957 New
SPIA
537
Steward Partners Investment Advisory
New York
$591K -$42.1K -559 -7%
PNC
538
Park National Corp
Ohio
$583K +$451 +6 +0.1%
BRWA
539
B. Riley Wealth Advisors
Florida
$580K -$146K -1,943 -20%
VF
540
Virtu Financial
New York
$579K +$584K +7,764 New
HCA
541
Harbour Capital Advisors
Virginia
$579K -$13.4K -178 -2%
PSP
542
Principal Street Partners
Tennessee
$572K -$88.7K -1,179 -13%
FTDI
543
First Trust Direct Indexing
Massachusetts
$572K -$26.9K -358 -4%
AIA
544
Alera Investment Advisors
Illinois
$571K -$11.3K -150 -2%
IB
545
Intrust Bank
Kansas
$571K -$7.52K -100 -1%
FC
546
Forte Capital
New York
$560K +$4.96K +66 +0.9%
CCM
547
Cohen Capital Management
California
$559K
NFC
548
Northeast Financial Consultants
Connecticut
$554K -$4.89K -65 -0.9%
CT
549
Columbia Trust
Oregon
$551K
FAM
550
Formidable Asset Management
Ohio
$550K +$555K +7,380 New