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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
DCP
526
DSM Capital Partners
Florida
$643K -$252K -3,175 -27%
Pacer Advisors
527
Pacer Advisors
Pennsylvania
$637K +$54.1K +682 +9%
Northwestern Mutual Wealth Management
528
Northwestern Mutual Wealth Management
Wisconsin
$635K +$13.1K +165 +2%
SPIA
529
Steward Partners Investment Advisory
New York
$635K +$29.4K +371 +5%
TIAA Trust, National Association
530
TIAA Trust, National Association
North Carolina
$632K +$673K +8,490 New
TA
531
Tiedemann Advisors
New York
$627K -$4.76K -60 -0.7%
FTDI
532
First Trust Direct Indexing
Massachusetts
$625K +$41.3K +521 +7%
GAG
533
GM Advisory Group
New York
$615K – – –
SS
534
Sound Stewardship
Kansas
$613K -$9.91K -125 -1%
RFC
535
Regions Financial Corp
Alabama
$603K +$643K +8,109 New
AWM
536
Axxcess Wealth Management
California
$603K +$410K +5,173 +177%
Macquarie Group
537
Macquarie Group
Australia
$602K +$626K +7,895 +4,338%
PCP
538
Proficio Capital Partners
Massachusetts
$597K -$5.16K -65 -0.8%
WIM
539
Waycross Investment Management
Washington
$588K – – –
SC
540
Saturna Capital
Washington
$585K – – –
AO
541
Advisor OS
Illinois
$585K +$100K +1,261 +19%
HCA
542
Harbour Capital Advisors
Virginia
$584K – – –
IA
543
IFG Advisory
Georgia
$580K +$618K +7,797 New
RhumbLine Advisers
544
RhumbLine Advisers
Massachusetts
$580K +$17.1K +215 +3%
BG
545
Bahl & Gaynor
Ohio
$577K -$18.2K -230 -3%
BBHC
546
Brown Brothers Harriman & Co
New York
$575K -$167K -2,106 -21%
PTP
547
Platform Technology Partners
New York
$573K – – –
AT
548
American Trust
Kentucky
$568K +$28.9K +364 +5%
CPIG
549
Chicago Partners Investment Group
Illinois
$567K +$15.7K +198 +3%
CL
550
Choreo LLC
Illinois
$566K – – –