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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
551
Ritholtz Wealth Management
New York
$528K +$54.4K +689 +12%
ONB
552
Old National Bancorp
Indiana
$501K -$263K -3,326 -35%
MFG
553
Midwest Financial Group
Kansas
$499K +$488K +6,175 New
ECM
554
Evergreen Capital Management
Washington
$499K +$12.4K +157 +3%
WI
555
Wahed Invest
New York
$493K +$44.2K +560 +10%
DC
556
Davenport & Co
Virginia
$490K +$40.3K +510 +9%
GAM
557
Gotham Asset Management
New York
$486K +$475K +6,012 New
9WM
558
9258 Wealth Management
Ohio
$485K -$43.7K -554 -8%
MCM
559
MAI Capital Management
Ohio
$485K -$10.2K -129 -2%
FHA
560
First Horizon Advisors
Tennessee
$478K -$198K -2,503 -30%
CCM
561
Cullen Capital Management
New York
$478K
SAM
562
Summit Asset Management
Tennessee
$477K
AT
563
Arden Trust
Delaware
$473K -$452K -5,729 -49%
BGCP
564
Bristol Gate Capital Partners
Ontario, Canada
$473K
LWCFA
565
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$473K +$150K +1,900 +48%
QCG
566
Quadrant Capital Group
Ohio
$472K -$106K -1,340 -19%
PWG
567
Portside Wealth Group
Utah
$471K +$460K +5,827 New
Vontobel Holding
568
Vontobel Holding
Switzerland
$470K +$459K +5,815 New
CG
569
Caprock Group
Idaho
$469K -$236K -2,988 -34%
LNC
570
Lincoln National Corp
Pennsylvania
$468K +$122K +1,544 +36%
FWIA
571
Fort Washington Investment Advisors
Ohio
$467K
FCCM
572
First City Capital Management
Georgia
$459K
OPOWM
573
One Plus One Wealth Management
Florida
$456K
BFA
574
BMS Financial Advisors
South Dakota
$453K -$12.9K -163 -3%
PFS
575
Prospera Financial Services
Texas
$453K +$24.5K +310 +6%