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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
BG
551
Bahl & Gaynor
Ohio
$671K -$8.39K -100 -1%
CCM
552
Cohen Capital Management
California
$661K
WWM
553
Whalen Wealth Management
Nevada
$654K -$34.7K -413 -5%
Nomura Holdings
554
Nomura Holdings
Japan
$652K -$445K -5,300 -42%
UB
555
Umpqua Bank
Oregon
$651K +$620K +7,384 New
BFM
556
Boothbay Fund Management
New York
$650K
RA
557
RFG Advisory
Alabama
$646K -$3.78K -45 -0.6%
ONB
558
Old National Bancorp
Indiana
$644K -$252 -3 -0%
MFS
559
Mirabella Financial Services
United Kingdom
$644K -$8.29M -98,791 -93%
RIM
560
Redwood Investment Management
Arizona
$639K +$609K +7,251 New
FC
561
Forte Capital
New York
$632K +$1.93K +23 +0.3%
SICM
562
Sustainable Insight Capital Management
New York
$626K -$50.4K -600 -8%
AIM
563
Aigen Investment Management
New York
$618K -$379K -4,510 -39%
GCM
564
Graham Capital Management
Connecticut
$617K +$588K +7,000 New
ACA
565
Affinity Capital Advisors
California
$611K +$582K +6,935 New
TP
566
Tranquility Partners
Tennessee
$585K
Carson Wealth (CWM LLC)
567
Carson Wealth (CWM LLC)
Nebraska
$581K -$756K -9,011 -58%
FHA
568
First Horizon Advisors
Tennessee
$581K +$33.5K +399 +6%
ACA
569
Anchor Capital Advisors
Massachusetts
$579K -$3.36K -40 -0.6%
SHFA
570
SS&H Financial Advisors
Michigan
$572K
GGA
571
Granite Group Advisors
Connecticut
$564K
BWM
572
BKM Wealth Management
Wisconsin
$563K +$117K +1,393 +28%
JSW
573
Journey Strategic Wealth
New Jersey
$558K +$531K +6,322 New
CIS
574
Continental Investors Services
Washington
$557K
CG
575
Caprock Group
Idaho
$557K +$8.06K +96 +2%