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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
551
Legacy Financial Advisors
Kentucky
$580K -$18.1K -211 -3%
CIS
552
Continental Investors Services
Washington
$575K
MIF
553
Mediolanum International Funds
Ireland
$572K +$564K +6,583 New
RWM
554
Ritholtz Wealth Management
New York
$567K +$7.2K +84 +1%
SHFA
555
SS&H Financial Advisors
Michigan
$562K +$556K +6,489 New
AUB
556
Atlantic Union Bankshares
Virginia
$560K -$47.6K -555 -8%
BA
557
Ballast Advisors
Minnesota
$558K -$18.8K -219 -3%
IWM
558
IHT Wealth Management
Illinois
$557K -$60.8K -710 -10%
MGP
559
Metis Global Partners
California
$552K -$1.28M -14,966 -70%
WHC
560
Wulff, Hansen & Co
California
$551K -$58.3K -680 -10%
ASN
561
Advisory Services Network
Georgia
$550K +$15.3K +178 +3%
CIS
562
Custom Index Systems
New York
$549K -$35.5K -414 -6%
SVWAG
563
Sound View Wealth Advisors Group
Georgia
$544K -$11.5K -134 -2%
MFG
564
Midwest Financial Group
Kansas
$544K
SI
565
Stephens Inc
Arkansas
$543K -$160K -1,865 -23%
DWM
566
Dakota Wealth Management
Florida
$540K
WA
567
Wealth Alliance
New York
$538K -$857 -10 -0.2%
WS
568
Wedbush Securities
California
$536K -$4.63K -54 -0.9%
SWK
569
Stephen W. Kidder
$535K +$160K +1,870 +43%
HIIFS
570
Harel Insurance Investments & Financial Services
Israel
$531K -$204K -2,383 -28%
SS
571
Sound Stewardship
Kansas
$526K -$19.3K -225 -4%
SAM
572
Summit Asset Management
Tennessee
$520K
BG
573
Bahl & Gaynor
Ohio
$520K
VOYA Investment Management
574
VOYA Investment Management
Georgia
$515K +$7.63K +89 +2%
V
575
ViaWealth
Kansas
$513K